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Personalis

134 hedge funds and large institutions have $763M invested in Personalis in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 30

2.48% more ownership

Funds ownership: 68.33%70.81% (+2.5%)

2% more funds holding

Funds holding: 132134 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

22% less capital invested

Capital invested by funds: $974M → $763M (-$212M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

60% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $2.8M

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
57
Reduced
30
Closed
24
Calls
$1.13M
Puts
$2.8M
Net Calls
-$1.67M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$162K
Skandinaviska Enskilda Banken (SEB)
102
Skandinaviska Enskilda Banken (SEB)
Sweden
$150K
SG Americas Securities
103
SG Americas Securities
New York
$142K +$13.6K +398 +7%
DZ Bank
104
DZ Bank
Germany
$92.2K +$128K +3,747 New
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$86.3K -$48.8K -1,424 -29%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$84K +$1.65K +48 +1%
HIIFS
107
Harel Insurance Investments & Financial Services
Israel
$66K -$274K -8,000 -91%
AIP
108
Ameritas Investment Partners
Nebraska
$50K
Osaic Holdings
109
Osaic Holdings
Arizona
$38K -$884K -25,792 -94%
BCV
110
Banque Cantonale Vaudoise
Switzerland
$37K +$20.6K +600 +67%
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$36K
Canada Life
112
Canada Life
Manitoba, Canada
$34K
PCM
113
Penserra Capital Management
California
$24K +$3.26K +95 +11%
AF
114
Advisornet Financial
Minnesota
$18K
Macquarie Group
115
Macquarie Group
Australia
$15K -$9.91K -289 -32%
Simplex Trading
116
Simplex Trading
Illinois
$15K +$8.78K +256 +66%
Group One Trading
117
Group One Trading
Illinois
$15K +$10.4K +302 +104%
APA
118
American Portfolios Advisors
New York
$13.5K -$1.71K -50 -8%
TCWM
119
Total Clarity Wealth Management
Illinois
$13K +$17.6K +514 New
NFG
120
Next Financial Group
Texas
$9K -$10.3K -300 -44%
SFS
121
Sowell Financial Services
Arkansas
$8K +$13.4K +392 New
CFA
122
Carroll Financial Associates
North Carolina
$4K
RE
123
RBC Europe
United Kingdom
$3.79K
CG
124
Cutler Group
California
$3K -$151K -4,400 -97%
SPIA
125
Steward Partners Investment Advisory
New York
$2.46K

PSNL Hedge Fund Activity: Q1 2021 in Review

134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q1 2021, worth a combined $763M — down 22% from $974M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PSNL positions and 24 closed out — a net gain of 2 holders — while 57 added to existing stakes and 30 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $44.1M. The largest seller was ARK Investment Management, cutting an estimated $36.8M.

  • 134 institutional investors held Personalis (PSNL) as of Q1 2021, up from 132 in Q4 2020.
  • Funds reported $763M of Personalis stock for Q1 2021, down 22% quarter-over-quarter.
  • 26 funds opened new Personalis positions in Q1 2021 and 24 closed out, a net change of +2 holders.
  • The largest Personalis buyer in Q1 2021 was Swedbank, an estimated $44.1M added.
  • The largest Personalis seller in Q1 2021 was ARK Investment Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2021.