Personalis
PSNL
62 hedge funds and large institutions have $75M invested in Personalis in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 22 closing their positions.
572% more call options, than puts
Call options by funds: $168K | Put options by funds: $25K
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
37% more capital invested
Capital invested by funds: $54.8M → $75M (+$20.2M)
2.56% less ownership
Funds ownership: 60.52% → 57.96% (-2.6%)
23% less funds holding
Funds holding: 80 → 62 (-18)
77% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.83M |
| 2 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$787K |
| 3 |
NAMA
Nikko Asset Management Americas
New York
|
+$362K |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$362K |
| 5 |
JP Morgan Chase
New York
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.99M |
| 2 |
D.E. Shaw & Co
New York
|
-$923K |
| 3 |
Renaissance Technologies
New York
|
-$550K |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$439K |
| 5 |
BlackRock
New York
|
-$417K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
76
Algert Global
San Francisco,
California
| – | -$40K | -20,254 | Closed |
|
77
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$34K | -16,926 | Closed |
|
|
PCM
78
Prelude Capital Management
New York
| – | -$23.9K | -12,074 | Closed |
|
|
BCI
79
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$20.7K | -10,443 | Closed |
|
80
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$5.87K | -2,966 | Closed |
|
|
QT
81
Quantbot Technologies
New York
| – | -$2.27K | -1,144 | Closed |
|
82
Citigroup
New York
| – | -$1.14K | -578 | Closed |
|
|
SPIA
83
Steward Partners Investment Advisory
New York
| – | -$198 | -100 | Closed |
|
|
FGAM
84
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$8 | -2 | Closed |
|
PSNL Hedge Fund Activity: Q1 2023 in Review
62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q1 2023, worth a combined $75M — up 37% from $54.8M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of PSNL and 5 opened new positions — a net loss of 17 holders — while 18 trimmed existing stakes and 27 added.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $2.83M. The largest seller was Millennium Management, cutting an estimated $1.99M.
- 62 institutional investors held Personalis (PSNL) as of Q1 2023, down from 80 in Q4 2022.
- Funds reported $75M of Personalis stock for Q1 2023, up 37% quarter-over-quarter.
- 5 funds opened new Personalis positions in Q1 2023 and 22 closed out, a net change of -17 holders.
- The largest Personalis buyer in Q1 2023 was Balyasny Asset Management, an estimated $2.83M added.
- The largest Personalis seller in Q1 2023 was Millennium Management, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2023.