Personalis
PSNL
92 hedge funds and large institutions have $550M invested in Personalis in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 14 closing their positions.
118% more capital invested
Capital invested by funds: $252M → $550M (+$298M)
89% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 19
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
30% more call options, than puts
Call options by funds: $1.34M | Put options by funds: $1.03M
14% more funds holding
Funds holding: 81 → 92 (+11)
4.32% more ownership
Funds ownership: 61.95% → 66.27% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$39.5M |
| 2 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$24.3M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$18.5M |
| 4 |
PVI
Pura Vida Investments
New York
|
+$8.82M |
| 5 |
BlackRock
New York
|
+$8.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
A
Abingworth
London,
United Kingdom
|
-$19.6M |
| 2 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
-$14.1M |
| 3 |
PM
Prosight Management
Dallas,
Texas
|
-$2.45M |
| 4 |
WSC
Wellington Shields & Co
New York
|
-$2.14M |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
-$1.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
101
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$140K | -10,832 | Closed |
|
102
SG Americas Securities
New York
| – | -$138K | -10,651 | Closed |
|
103
Russell Investments Group
London,
United Kingdom
| – | -$90K | -7,007 | Closed |
|
|
PAG
104
Private Advisor Group
Morristown,
New Jersey
| – | -$26K | -2,000 | Closed |
|
|
FC
105
FORA Capital
Miami,
Florida
| – | -$17K | -1,344 | Closed |
|
|
EWM
106
Edge Wealth Management
New York
| – | -$6K | -500 | Closed |
|
PSNL Hedge Fund Activity: Q3 2020 in Review
92 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q3 2020, worth a combined $550M — up 118% from $252M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PSNL positions and 14 closed out — a net gain of 11 holders — while 36 added to existing stakes and 19 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $39.5M. The largest seller was Abingworth, cutting an estimated $19.6M.
- 92 institutional investors held Personalis (PSNL) as of Q3 2020, up from 81 in Q2 2020.
- Funds reported $550M of Personalis stock for Q3 2020, up 118% quarter-over-quarter.
- 25 funds opened new Personalis positions in Q3 2020 and 14 closed out, a net change of +11 holders.
- The largest Personalis buyer in Q3 2020 was JP Morgan Chase, an estimated $39.5M added.
- The largest Personalis seller in Q3 2020 was Abingworth, an estimated $19.6M sold.
Based on aggregated 13F filings for Q3 2020.