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Personalis

136 hedge funds and large institutions have $807M invested in Personalis in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 33

66% more call options, than puts

Call options by funds: $7.91M | Put options by funds: $4.75M

6% more capital invested

Capital invested by funds: $763M → $807M (+$44.5M)

1.94% more ownership

Funds ownership: 70.81%72.74% (+1.9%)

1% more funds holding

Funds holding: 134136 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
136
Holders Change
+2
Holders Change %
+1.49%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
56
Reduced
33
Closed
24
Calls
$7.91M
Puts
$4.75M
Net Calls
+$3.16M
Net Calls Change
+$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
101
Vident Investment Advisory
Georgia
$203K +$183K +8,013 New
SW
102
SlateStone Wealth
Florida
$202K -$18.3K -800 -9%
Legal & General Group
103
Legal & General Group
United Kingdom
$186K +$12.3K +539 +8%
TRCT
104
Tower Research Capital (TRC)
New York
$162K -$13.9K -607 -9%
UBS Group
105
UBS Group
Switzerland
$131K -$477K -20,825 -80%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$98.1K +$8.54K +373 +11%
DZ Bank
107
DZ Bank
Germany
$94.8K
PHK
108
Point72 Hong Kong
Hong Kong
$83K +$75.3K +3,289 New
AIP
109
Ameritas Investment Partners
Nebraska
$71K +$17.6K +771 +38%
Osaic Holdings
110
Osaic Holdings
Arizona
$71K +$28.1K +1,227 +79%
ED
111
Exane Derivatives
France
$56.1K +$57.7K +2,521 New
MIFH
112
Migdal Insurance & Financial Holdings
Israel
$50K -$493K -21,549 -92%
BCV
113
Banque Cantonale Vaudoise
Switzerland
$38K
Canada Life
114
Canada Life
Manitoba, Canada
$35K
PCM
115
Penserra Capital Management
California
$25K +$229 +10 +1%
AF
116
Advisornet Financial
Minnesota
$19K
Macquarie Group
117
Macquarie Group
Australia
$15K
APA
118
American Portfolios Advisors
New York
$13.9K
CG
119
Cutler Group
California
$12K +$8.1K +354 +242%
DFCM
120
Dark Forest Capital Management
Puerto Rico
$12K +$11.1K +484 New
NFG
121
Next Financial Group
Texas
$10K
US Bancorp
122
US Bancorp
Minnesota
$8K +$7.07K +309 New
CFA
123
Carroll Financial Associates
North Carolina
$5K
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$5K +$2.88K +126 +158%
RE
125
RBC Europe
United Kingdom
$3.9K

PSNL Hedge Fund Activity: Q2 2021 in Review

136 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q2 2021, worth a combined $807M — up 5.8% from $763M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PSNL positions and 24 closed out — a net gain of 2 holders — while 56 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $20.2M. The largest seller was ARK Investment Management, cutting an estimated $17.5M.

  • 136 institutional investors held Personalis (PSNL) as of Q2 2021, up from 134 in Q1 2021.
  • Funds reported $807M of Personalis stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 26 funds opened new Personalis positions in Q2 2021 and 24 closed out, a net change of +2 holders.
  • The largest Personalis buyer in Q2 2021 was BlackRock, an estimated $20.2M added.
  • The largest Personalis seller in Q2 2021 was ARK Investment Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q2 2021.