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Personalis

132 hedge funds and large institutions have $974M invested in Personalis in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

77% more capital invested

Capital invested by funds: $550M → $974M (+$424M)

43% more funds holding

Funds holding: 92132 (+40)

41% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $1.81M

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

2.06% more ownership

Funds ownership: 66.27%68.33% (+2.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
132
Holders Change
+40
Holders Change %
+43.48%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
49
Increased
42
Reduced
32
Closed
8
Calls
$2.56M
Puts
$1.81M
Net Calls
+$745K
Net Calls Change
+$436K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$535K -$278K -9,210 -39%
PPA
77
Parametric Portfolio Associates
Washington
$521K +$23K +762 +6%
GIA
78
Gladstone Institutional Advisory
Florida
$496K +$410K +13,550 New
EGM
79
Engineers Gate Manager
New York
$486K -$1.88M -62,285 -82%
Victory Capital Management
80
Victory Capital Management
Texas
$473K +$391K +12,919 New
TRCT
81
Tower Research Capital (TRC)
New York
$454K +$25K +827 +7%
VF
82
Virtu Financial
New York
$451K +$372K +12,316 New
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$441K -$1.12M -36,926 -75%
ProShare Advisors
84
ProShare Advisors
Maryland
$415K +$342K +11,326 New
OC
85
Oppenheimer & Co
New York
$406K -$93.2K -3,082 -22%
AIM
86
Aigen Investment Management
New York
$406K +$336K +11,099 New
Allianz Asset Management
87
Allianz Asset Management
Germany
$392K +$323K +10,700 New
VOYA Investment Management
88
VOYA Investment Management
Georgia
$382K +$315K +10,434 New
CSS
89
Cubist Systematic Strategies
Connecticut
$357K -$2.04M -67,442 -87%
MIM
90
MetLife Investment Management
New Jersey
$350K
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$338K +$279K +9,240 New
Barclays
92
Barclays
United Kingdom
$333K -$116K -3,835 -30%
MIFH
93
Migdal Insurance & Financial Holdings
Israel
$327K +$270K +8,922 New
SW
94
SlateStone Wealth
Florida
$322K +$266K +8,800 New
PP
95
Paloma Partners
Connecticut
$295K +$244K +8,057 New
UBS Group
96
UBS Group
Switzerland
$261K +$18.3K +606 +9%
Legal & General Group
97
Legal & General Group
United Kingdom
$249K +$120K +3,972 +140%
ASRS
98
Arizona State Retirement System
Arizona
$245K +$202K +6,691 New
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$242K
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$233K +$193K +6,390 New

PSNL Hedge Fund Activity: Q4 2020 in Review

132 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q4 2020, worth a combined $974M — up 77% from $550M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PSNL positions and 8 closed out — a net gain of 41 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $105M. The largest seller was Abingworth, exiting entirely with an estimated $96.7M sold.

  • 132 institutional investors held Personalis (PSNL) as of Q4 2020, up from 92 in Q3 2020.
  • Funds reported $974M of Personalis stock for Q4 2020, up 77% quarter-over-quarter.
  • 49 funds opened new Personalis positions in Q4 2020 and 8 closed out, a net change of +41 holders.
  • The largest Personalis buyer in Q4 2020 was ARK Investment Management, an estimated $105M added.
  • The largest Personalis seller in Q4 2020 was Abingworth, an estimated $96.7M sold.

Based on aggregated 13F filings for Q4 2020.