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Personalis

108 hedge funds and large institutions have $456M invested in Personalis in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

1.08% more ownership

Funds ownership: 70.72%71.8% (+1.1%)

10% less funds holding

Funds holding: 120108 (-12)

25% less capital invested

Capital invested by funds: $604M → $456M (-$148M)

36% less call options, than puts

Call options by funds: $532K | Put options by funds: $834K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
108
Holders Change
-12
Holders Change %
-10%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
43
Reduced
36
Closed
23
Calls
$532K
Puts
$834K
Net Calls
-$302K
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$211K +$8.48K +509 +4%
SO
77
STRS Ohio
Ohio
$208K
Zurich Cantonal Bank
78
Zurich Cantonal Bank
Switzerland
$208K +$47.8K +2,866 +25%
ProShare Advisors
79
ProShare Advisors
Maryland
$202K +$1.17K +70 +0.5%
Invesco
80
Invesco
Georgia
$200K -$61.3K -3,675 -21%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$197K -$2.05K -123 -0.9%
MIM
82
MetLife Investment Management
New Jersey
$191K
VIA
83
Vident Investment Advisory
Georgia
$183K +$214K +12,818 New
RJA
84
Raymond James & Associates
Florida
$174K -$515K -30,905 -72%
AFG
85
Allegheny Financial Group
Pennsylvania
$146K +$171K +10,233 New
SG Americas Securities
86
SG Americas Securities
New York
$143K -$278K -16,701 -62%
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$141K -$6.5K -390 -4%
Allspring Global Investments
88
Allspring Global Investments
North Carolina
$113K +$132K +7,933 New
Osaic Holdings
89
Osaic Holdings
Arizona
$61K +$4.77K +286 +7%
DZ Bank
90
DZ Bank
Germany
$53.4K
QT
91
Quantbot Technologies
New York
$49K -$83.9K -5,036 -59%
AIP
92
Ameritas Investment Partners
Nebraska
$40K
Canada Life
93
Canada Life
Manitoba, Canada
$24K +$4.95K +297 +21%
Macquarie Group
94
Macquarie Group
Australia
$20K
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$17K -$33.3K -2,000 -57%
MIFH
96
Migdal Insurance & Financial Holdings
Israel
$17K -$12.3K -740 -38%
Simplex Trading
97
Simplex Trading
Illinois
$15K +$18.5K +1,108 New
TRCT
98
Tower Research Capital (TRC)
New York
$14K -$29.8K -1,788 -64%
US Bancorp
99
US Bancorp
Minnesota
$11K +$7.88K +473 +165%
APA
100
American Portfolios Advisors
New York
$7.85K

PSNL Hedge Fund Activity: Q4 2021 in Review

108 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q4 2021, worth a combined $456M — down 25% from $604M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PSNL and 11 opened new positions — a net loss of 12 holders — while 36 trimmed existing stakes and 43 added.

The largest buyer was Millennium Management, adding an estimated $19M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $9.38M sold.

  • 108 institutional investors held Personalis (PSNL) as of Q4 2021, down from 120 in Q3 2021.
  • Funds reported $456M of Personalis stock for Q4 2021, down 25% quarter-over-quarter.
  • 11 funds opened new Personalis positions in Q4 2021 and 23 closed out, a net change of -12 holders.
  • The largest Personalis buyer in Q4 2021 was Millennium Management, an estimated $19M added.
  • The largest Personalis seller in Q4 2021 was Renaissance Technologies, an estimated $9.38M sold.

Based on aggregated 13F filings for Q4 2021.