Personalis
PSNL
67 hedge funds and large institutions have $156M invested in Personalis in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 20 closing their positions.
457% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 7
5.62% more ownership
Funds ownership: 55.77% → 61.39% (+5.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
14% less funds holding
Funds holding: 78 → 67 (-11)
18% less capital invested
Capital invested by funds: $190M → $156M (-$33.6M)
45% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$4.94M |
| 2 |
WSC
Wellington Shields & Co
New York
|
+$4.93M |
| 3 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$4.45M |
| 4 |
BlackRock
New York
|
+$4.44M |
| 5 |
WSCM
Wellington Shields Capital Management
New York
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OrbiMed
New York
|
-$5.27M |
| 2 |
MA
MYDA Advisors
Woodmere,
New York
|
-$4.12M |
| 3 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$2.85M |
| 4 |
ZP
Zimmer Partners
New York
|
-$2.18M |
| 5 |
PGM
Parian Global Management
Pound Ridge,
New York
|
-$1.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OAM
76
Oxford Asset Management
Oxford,
United Kingdom
| – | -$429K | -39,359 | Closed |
|
|
FAM
77
Fred Alger Management
New York
| – | -$400K | -36,732 | Closed |
|
|
AFM
78
Anson Funds Management
Dallas,
Texas
| – | -$333K | -30,525 | Closed |
|
|
CSS
79
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$273K | -25,051 | Closed |
|
|
QT
80
Quantbot Technologies
New York
| – | -$170K | -15,615 | Closed |
|
|
PCM
81
Pinz Capital Management
New York
| – | -$147K | -13,471 | Closed |
|
|
PCM
82
Prelude Capital Management
New York
| – | -$93K | -8,511 | Closed |
|
|
TRCT
83
Tower Research Capital (TRC)
New York
| – | -$46K | -4,247 | Closed |
|
84
Group One Trading
Chicago,
Illinois
| – | -$15.3K | -1,650 | Closed |
|
|
CG
85
Cutler Group
San Francisco,
California
| – | -$9.3K | -1,000 | Closed |
|
86
Simplex Trading
Chicago,
Illinois
| – | -$2.52K | -271 | Closed |
|
|
HR
87
Howe & Rusling
Rochester,
New York
| – | -$1K | -60 | Closed |
|
PSNL Hedge Fund Activity: Q1 2020 in Review
67 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q1 2020, worth a combined $156M — down 18% from $190M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of PSNL and 11 opened new positions — a net loss of 9 holders — while 7 trimmed existing stakes and 39 added.
The largest buyer was JP Morgan Chase, adding an estimated $4.94M. The largest seller was OrbiMed, exiting entirely with an estimated $5.27M sold.
- 67 institutional investors held Personalis (PSNL) as of Q1 2020, down from 78 in Q4 2019.
- Funds reported $156M of Personalis stock for Q1 2020, down 18% quarter-over-quarter.
- 11 funds opened new Personalis positions in Q1 2020 and 20 closed out, a net change of -9 holders.
- The largest Personalis buyer in Q1 2020 was JP Morgan Chase, an estimated $4.94M added.
- The largest Personalis seller in Q1 2020 was OrbiMed, an estimated $5.27M sold.
Based on aggregated 13F filings for Q1 2020.