Personalis
PSNL
81 hedge funds and large institutions have $252M invested in Personalis in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
62% more capital invested
Capital invested by funds: $156M → $252M (+$96.2M)
27% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 22
21% more funds holding
Funds holding: 67 → 81 (+14)
0.55% more ownership
Funds ownership: 61.39% → 61.95% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$10.7M |
| 2 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
+$3.09M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.5M |
| 4 |
Morgan Stanley
New York
|
+$2.31M |
| 5 |
BlackRock
New York
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
-$7.66M |
| 2 |
NAMA
Nikko Asset Management Americas
New York
|
-$4.71M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$4.58M |
| 4 |
PM
Prosight Management
Dallas,
Texas
|
-$2.51M |
| 5 |
Millennium Management
New York
|
-$1.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
76
Edge Wealth Management
New York
| $6K | – | – | – |
|
|
CFA
77
Carroll Financial Associates
Charlotte,
North Carolina
| $3K | – | – | – |
|
|
RE
78
RBC Europe
London,
United Kingdom
| $2K | – | – | – |
|
79
Daiwa Securities Group
Tokyo,
Japan
| $1K | – | – | – |
|
|
OSAM
80
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $1K | +$655 | +59 | New |
|
|
SPIA
81
Steward Partners Investment Advisory
New York
| $1K | +$1.11K | +100 | New |
|
82
Squarepoint
New York
| – | -$754K | -93,456 | Closed |
|
|
TI
83
Trexquant Investment
Stamford,
Connecticut
| – | -$445K | -55,110 | Closed |
|
|
GI
84
GAMCO Investors
Greenwich,
Connecticut
| – | -$404K | -50,000 | Closed |
|
|
DTL
85
Dynamic Technology Lab
Singapore
| – | -$131K | -16,204 | Closed |
|
|
CM
86
Caption Management
Oklahoma City,
Oklahoma
| – | -$61K | -7,600 | Closed |
|
87
Victory Capital Management
San Antonio,
Texas
| – | -$48K | -5,952 | Closed |
|
|
PAM
88
Panagora Asset Management
Boston,
Massachusetts
| – | -$5K | -563 | Closed |
|
PSNL Hedge Fund Activity: Q2 2020 in Review
81 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q2 2020, worth a combined $252M — up 62% from $156M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PSNL positions and 7 closed out — a net gain of 14 holders — while 28 added to existing stakes and 22 trimmed.
The largest buyer was ARK Investment Management, adding an estimated $10.7M. The largest seller was Board of Trustees of The Leland Stanford Junior University, cutting an estimated $7.66M.
- 81 institutional investors held Personalis (PSNL) as of Q2 2020, up from 67 in Q1 2020.
- Funds reported $252M of Personalis stock for Q2 2020, up 62% quarter-over-quarter.
- 21 funds opened new Personalis positions in Q2 2020 and 7 closed out, a net change of +14 holders.
- The largest Personalis buyer in Q2 2020 was ARK Investment Management, an estimated $10.7M added.
- The largest Personalis seller in Q2 2020 was Board of Trustees of The Leland Stanford Junior University, an estimated $7.66M sold.
Based on aggregated 13F filings for Q2 2020.