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Personalis
PSNL

120 hedge funds and large institutions have $604M invested in Personalis in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $1.5M

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.02% less ownership

Funds ownership: 72.74% → 70.72% (-2%)

12% less funds holding

Funds holding: 136 → 120 (-16)

25% less capital invested

Capital invested by funds: $807M → $604M (-$203M)

64% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 25

Holders
120
Holders Change
-16
Holders Change %
-11.76%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
48
Reduced
37
Closed
25
Calls
$2.92M
Puts
$1.5M
Net Calls
+$1.43M
Net Calls Change
-$1.73M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.48M
2
AIM
ARK Investment Management
Florida
+$4.67M
3
MPAM
Monarch Partners Asset Management
Massachusetts
+$3.56M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$3.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.9M
2
Morgan Stanley
Morgan Stanley
New York
-$5.49M
3
TCM
Tekla Capital Management
Massachusetts
-$4.55M
4
RI
RTW Investments
New York
-$3.23M
5
PP
PDT Partners
New York
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$54K -$75K -3,585 -56%
AIP
102
Ameritas Investment Partners
Nebraska
$54K – – –
MIFH
103
Migdal Insurance & Financial Holdings
Israel
$38K – – –
Canada Life
104
Canada Life
Manitoba, Canada
$27K – – –
Macquarie Group
105
Macquarie Group
Australia
$27K +$16.4K +785 +129%
PCM
106
Penserra Capital Management
California
$19K +$314 +15 +2%
AF
107
Advisornet Financial
Minnesota
$14K – – –
APA
108
American Portfolios Advisors
New York
$10.6K – – –
NFG
109
Next Financial Group
Texas
$7K – – –
US Bancorp
110
US Bancorp
Minnesota
$6K -$460 -22 -7%
TWA
111
TCI Wealth Advisors
Arizona
$3K +$1.42K +68 +72%
Daiwa Securities Group
112
Daiwa Securities Group
Japan
$3K +$1.65K +79 +108%
RE
113
RBC Europe
United Kingdom
$2.96K – – –
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$2K -$2.63K -126 -61%
SPIA
115
Steward Partners Investment Advisory
New York
$2K – – –
S
116
SignatureFD
Georgia
$2K +$1.76K +84 New
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$1K – – –
HI
118
Harbour Investments
Wisconsin
$1K +$251 +12 +52%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$67 +$73.2K +3,500 New
TCM
120
Tekla Capital Management
Massachusetts
– -$4.55M -179,731 Closed
RI
121
RTW Investments
New York
– -$3.23M -127,501 Closed
PGM
122
Parian Global Management
New York
– -$2.82M -111,605 Closed
DCM
123
Dupont Capital Management
Delaware
– -$850K -33,585 Closed
CCM
124
Cinctive Capital Management
New York
– -$759K -30,000 Closed
JF
125
Jump Financial
Illinois
– -$745K -29,433 Closed
2 3 4
5
6

PSNL Hedge Fund Activity: Q3 2021 in Review

120 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q3 2021, worth a combined $604M — down 25% from $807M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PSNL and 9 opened new positions — a net loss of 16 holders — while 37 trimmed existing stakes and 48 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.48M. The largest seller was Dimensional Fund Advisors, cutting an estimated $5.9M.

  • 120 institutional investors held Personalis (PSNL) as of Q3 2021, down from 136 in Q2 2021.
  • Funds reported $604M of Personalis stock for Q3 2021, down 25% quarter-over-quarter.
  • 9 funds opened new Personalis positions in Q3 2021 and 25 closed out, a net change of -16 holders.
  • The largest Personalis buyer in Q3 2021 was JP Morgan Chase, an estimated $5.48M added.
  • The largest Personalis seller in Q3 2021 was Dimensional Fund Advisors, an estimated $5.9M sold.

Based on aggregated 13F filings for Q3 2021.