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Personalis
PSNL

120 hedge funds and large institutions have $604M invested in Personalis in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $1.5M

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.02% less ownership

Funds ownership: 72.74% → 70.72% (-2%)

12% less funds holding

Funds holding: 136 → 120 (-16)

25% less capital invested

Capital invested by funds: $807M → $604M (-$203M)

64% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 25

Holders
120
Holders Change
-16
Holders Change %
-11.76%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
48
Reduced
37
Closed
25
Calls
$2.92M
Puts
$1.5M
Net Calls
+$1.43M
Net Calls Change
-$1.73M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.48M
2
AIM
ARK Investment Management
Florida
+$4.67M
3
MPAM
Monarch Partners Asset Management
Massachusetts
+$3.56M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$3.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.9M
2
Morgan Stanley
Morgan Stanley
New York
-$5.49M
3
TCM
Tekla Capital Management
Massachusetts
-$4.55M
4
RI
RTW Investments
New York
-$3.23M
5
PP
PDT Partners
New York
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
Parallel Advisors
California
$318K +$460 +22 +0.1%
H
77
HoyleCohen
California
$296K – – –
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$286K -$260K -12,431 -46%
SO
79
STRS Ohio
Ohio
$280K -$27.2K -1,300 -8%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$274K – – –
ProShare Advisors
81
ProShare Advisors
Maryland
$271K -$63.2K -3,025 -18%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$268K – – –
Legal & General Group
83
Legal & General Group
United Kingdom
$268K +$135K +6,477 +88%
CM
84
Caption Management
Oklahoma
$260K +$10.5K +500 +4%
PPA
85
Parametric Portfolio Associates
Washington
$259K -$101K -4,850 -26%
MIM
86
MetLife Investment Management
New Jersey
$258K – – –
Russell Investments Group
87
Russell Investments Group
United Kingdom
$244K +$266K +12,700 New
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$225K -$42 -2 -0%
GIA
89
Gladstone Institutional Advisory
Florida
$221K – – –
VWM
90
Vigilare Wealth Management
Arizona
$201K +$11.3K +540 +5%
AQR Capital Management
91
AQR Capital Management
Connecticut
$198K +$215K +10,277 New
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$197K – – –
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$174K +$108K +5,178 +133%
QT
94
Quantbot Technologies
New York
$163K +$178K +8,500 New
DFCM
95
Dark Forest Capital Management
Puerto Rico
$104K +$103K +4,909 +1,014%
UBS Group
96
UBS Group
Switzerland
$95K -$4.47K -214 -4%
ED
97
Exane Derivatives
France
$79.5K +$33.7K +1,613 +64%
Osaic Holdings
98
Osaic Holdings
Arizona
$75K +$23.9K +1,142 +41%
DZ Bank
99
DZ Bank
Germany
$72.1K – – –
PHK
100
Point72 Hong Kong
Hong Kong
$68K +$4.72K +226 +7%
2 3
4
5 6

PSNL Hedge Fund Activity: Q3 2021 in Review

120 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q3 2021, worth a combined $604M — down 25% from $807M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PSNL and 9 opened new positions — a net loss of 16 holders — while 37 trimmed existing stakes and 48 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.48M. The largest seller was Dimensional Fund Advisors, cutting an estimated $5.9M.

  • 120 institutional investors held Personalis (PSNL) as of Q3 2021, down from 136 in Q2 2021.
  • Funds reported $604M of Personalis stock for Q3 2021, down 25% quarter-over-quarter.
  • 9 funds opened new Personalis positions in Q3 2021 and 25 closed out, a net change of -16 holders.
  • The largest Personalis buyer in Q3 2021 was JP Morgan Chase, an estimated $5.48M added.
  • The largest Personalis seller in Q3 2021 was Dimensional Fund Advisors, an estimated $5.9M sold.

Based on aggregated 13F filings for Q3 2021.