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Personalis

134 hedge funds and large institutions have $763M invested in Personalis in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 30

2.48% more ownership

Funds ownership: 68.33%70.81% (+2.5%)

2% more funds holding

Funds holding: 132134 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

22% less capital invested

Capital invested by funds: $974M → $763M (-$212M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

60% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $2.8M

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
57
Reduced
30
Closed
24
Calls
$1.13M
Puts
$2.8M
Net Calls
-$1.67M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$455K +$146K +4,250 +30%
AG
77
Algert Global
California
$444K -$101K -2,932 -14%
IA
78
IndexIQ Advisors
New York
$433K +$603K +17,596 New
CS
79
Credit Suisse
Switzerland
$410K -$181K -5,271 -24%
PA
80
Parallel Advisors
California
$410K +$4.15K +121 +0.7%
QT
81
Quantbot Technologies
New York
$390K +$544K +15,877 New
H
82
HoyleCohen
California
$378K
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$372K +$10.2K +298 +2%
Capital Fund Management (CFM)
84
Capital Fund Management (CFM)
France
$356K +$496K +14,453 New
SGI
85
Summit Global Investments
Utah
$340K +$473K +13,800 New
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$337K +$470K +13,700 New
WS
87
Wedbush Securities
California
$335K +$466K +13,600 New
AIM
88
Aigen Investment Management
New York
$328K +$76.3K +2,225 +20%
ProShare Advisors
89
ProShare Advisors
Maryland
$322K +$60.9K +1,777 +16%
EMG
90
ETF Managers Group
New Jersey
$296K +$446K +12,995 New
GIA
91
Gladstone Institutional Advisory
Florida
$295K -$53.1K -1,550 -11%
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$276K +$341K +9,946 +778%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$271K +$19.4K +566 +5%
MIM
94
MetLife Investment Management
New Jersey
$235K
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$230K +$3.09K +90 +1%
Invesco
96
Invesco
Georgia
$224K -$15.2M -442,143 -98%
E
97
Ergoteles
New York
$222K +$310K +9,036 New
SW
98
SlateStone Wealth
Florida
$217K
TRCT
99
Tower Research Capital (TRC)
New York
$172K -$186K -5,410 -44%
Legal & General Group
100
Legal & General Group
United Kingdom
$169K +$1.51K +44 +0.6%

PSNL Hedge Fund Activity: Q1 2021 in Review

134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q1 2021, worth a combined $763M — down 22% from $974M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PSNL positions and 24 closed out — a net gain of 2 holders — while 57 added to existing stakes and 30 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $44.1M. The largest seller was ARK Investment Management, cutting an estimated $36.8M.

  • 134 institutional investors held Personalis (PSNL) as of Q1 2021, up from 132 in Q4 2020.
  • Funds reported $763M of Personalis stock for Q1 2021, down 22% quarter-over-quarter.
  • 26 funds opened new Personalis positions in Q1 2021 and 24 closed out, a net change of +2 holders.
  • The largest Personalis buyer in Q1 2021 was Swedbank, an estimated $44.1M added.
  • The largest Personalis seller in Q1 2021 was ARK Investment Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2021.