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Personalis

99 hedge funds and large institutions have $106M invested in Personalis in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

0% more call options, than puts

Call options by funds: $3K | Put options by funds: $3K

6.51% less ownership

Funds ownership: 72.25%65.73% (-6.5%)

21% less funds holding

Funds holding: 12599 (-26)

53% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 43

60% less capital invested

Capital invested by funds: $265M → $106M (-$160M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
99
Holders Change
-26
Holders Change %
-20.8%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
35
Reduced
30
Closed
43
Calls
$3K
Puts
$3K
Net Calls
Net Calls Change
+$204K
Name Holding Trade Value Shares
Change
Change in
Stake
DC
76
Diametric Capital
Massachusetts
$52K +$76.7K +15,057 New
Russell Investments Group
77
Russell Investments Group
United Kingdom
$45K -$8.06K -1,584 -11%
LCM
78
Laurion Capital Management
New York
$45K +$65.9K +12,938 New
PTC
79
Petrus Trust Company
Texas
$41K
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$35.5K -$18.7K -3,681 -26%
AFG
81
Allegheny Financial Group
Pennsylvania
$35K
PCM
82
Prelude Capital Management
New York
$35K +$51.4K +10,102 New
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$23K -$31.6K -6,213 -48%
Osaic Holdings
84
Osaic Holdings
Arizona
$12K +$2.12K +417 +14%
Federated Hermes
85
Federated Hermes
Pennsylvania
$10K +$14.2K +2,788 New
ACM
86
Aquatic Capital Management
Illinois
$10K +$15.3K +3,000 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$9K +$8.1K +1,591 +173%
SOW
88
State of Wyoming
Wyoming
$6K +$3.52K +691 +59%
Citigroup
89
Citigroup
New York
$5K -$138K -27,040 -95%
US Bancorp
90
US Bancorp
Minnesota
$5K +$713 +140 +11%
Wells Fargo
91
Wells Fargo
California
$3K -$52.1K -10,243 -92%
Canada Life
92
Canada Life
Manitoba, Canada
$3K -$5.27K -1,035 -52%
EWA
93
EverSource Wealth Advisors
Alabama
$2K +$2.25K +442 New
APA
94
American Portfolios Advisors
New York
$1.9K
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$1K -$100K -19,652 -99%
Daiwa Securities Group
96
Daiwa Securities Group
Japan
$1K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$1K +$1.58K +310 New
Point72 Asset Management
98
Point72 Asset Management
Connecticut
-$1.81M -221,412 Closed
Nordea Investment Management
99
Nordea Investment Management
Sweden
-$1.82M -217,028 Closed
N
100
Nuveen
North Carolina
-$1.19M -145,874 Closed

PSNL Hedge Fund Activity: Q2 2022 in Review

99 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q2 2022, worth a combined $106M — down 60% from $265M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of PSNL and 20 opened new positions — a net loss of 23 holders — while 30 trimmed existing stakes and 35 added.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $3.86M. The largest seller was BlackRock, cutting an estimated $9.72M.

  • 99 institutional investors held Personalis (PSNL) as of Q2 2022, down from 125 in Q1 2022.
  • Funds reported $106M of Personalis stock for Q2 2022, down 60% quarter-over-quarter.
  • 20 funds opened new Personalis positions in Q2 2022 and 43 closed out, a net change of -23 holders.
  • The largest Personalis buyer in Q2 2022 was Jacobs Levy Equity Management, an estimated $3.86M added.
  • The largest Personalis seller in Q2 2022 was BlackRock, an estimated $9.72M sold.

Based on aggregated 13F filings for Q2 2022.