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Personalis

132 hedge funds and large institutions have $974M invested in Personalis in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

77% more capital invested

Capital invested by funds: $550M → $974M (+$424M)

43% more funds holding

Funds holding: 92132 (+40)

41% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $1.81M

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

2.06% more ownership

Funds ownership: 66.27%68.33% (+2.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
132
Holders Change
+40
Holders Change %
+43.48%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
49
Increased
42
Reduced
32
Closed
8
Calls
$2.56M
Puts
$1.81M
Net Calls
+$745K
Net Calls Change
+$436K
Name Holding Trade Value Shares
Change
Change in
Stake
Skandinaviska Enskilda Banken (SEB)
101
Skandinaviska Enskilda Banken (SEB)
Sweden
$223K +$184K +6,100 New
KWM
102
Kingsview Wealth Management
Oregon
$215K +$178K +5,880 New
SG Americas Securities
103
SG Americas Securities
New York
$197K +$163K +5,381 New
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$180K -$20K -663 -12%
CG
105
Cutler Group
California
$166K +$131K +4,346 +2,173%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$123K
AIP
107
Ameritas Investment Partners
Nebraska
$74K
FC
108
FORA Capital
Florida
$60K +$49.9K +1,652 New
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$53K +$42.1K +1,392 +2,359%
Canada Life
110
Canada Life
Manitoba, Canada
$51K +$41.9K +1,385 New
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$47K +$38.7K +1,279 New
Macquarie Group
112
Macquarie Group
Australia
$33K +$27.2K +899 New
BCV
113
Banque Cantonale Vaudoise
Switzerland
$33K +$27.2K +900 New
PCM
114
Penserra Capital Management
California
$32K +$17.1K +565 +171%
AF
115
Advisornet Financial
Minnesota
$27K +$22.7K +750 New
NFG
116
Next Financial Group
Texas
$25K +$20.6K +680 New
APA
117
American Portfolios Advisors
New York
$22K
PFO
118
Pathstone Family Office
New Jersey
$18K +$15.1K +500 New
FCH
119
Freestone Capital Holdings
Washington
$14.6K -$3.02K -100 -20%
Simplex Trading
120
Simplex Trading
Illinois
$14K +$8.64K +286 +286%
Group One Trading
121
Group One Trading
Illinois
$11K -$1.81K -60 -17%
CFA
122
Carroll Financial Associates
North Carolina
$7K -$3.02K -100 -33%
PAM
123
Panagora Asset Management
Massachusetts
$6K +$4.63K +153 New
RE
124
RBC Europe
United Kingdom
$5.64K
IA
125
IFP Advisors
Florida
$4K -$5.29K -175 -64%

PSNL Hedge Fund Activity: Q4 2020 in Review

132 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q4 2020, worth a combined $974M — up 77% from $550M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PSNL positions and 8 closed out — a net gain of 41 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $105M. The largest seller was Abingworth, exiting entirely with an estimated $96.7M sold.

  • 132 institutional investors held Personalis (PSNL) as of Q4 2020, up from 92 in Q3 2020.
  • Funds reported $974M of Personalis stock for Q4 2020, up 77% quarter-over-quarter.
  • 49 funds opened new Personalis positions in Q4 2020 and 8 closed out, a net change of +41 holders.
  • The largest Personalis buyer in Q4 2020 was ARK Investment Management, an estimated $105M added.
  • The largest Personalis seller in Q4 2020 was Abingworth, an estimated $96.7M sold.

Based on aggregated 13F filings for Q4 2020.