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Personalis
PSNL

Overview Fund Activity

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
Holders
120
Holders Change
-16
Holders Change %
-11.76%
% of All Funds
2.11%
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

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$83.8M
2
AIM
2
ARK Investment Management
Florida
$99.4M
3
MPAM
3
Monarch Partners Asset Management
Massachusetts
$4.99M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$37.2M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$2.05M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.71M
3
TCM
3
Tekla Capital Management
Massachusetts
$0
4
RI
4
RTW Investments
New York
$0
5
PGM
5
Parian Global Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$54K -$69.4K -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 +$15.2K +785 +129%
PCM
106
Penserra Capital Management
California
$19K +$281 +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 +$1.25K +68 +72%
Daiwa Securities Group
112
Daiwa Securities Group
Japan
$3K +$1.56K +79 +108%
RE
113
RBC Europe
United Kingdom
$2.96K – – –
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$2K -$3.15K -126 -61%
SPIA
115
Steward Partners Investment Advisory
New York
$2K – – –
S
116
SignatureFD
Georgia
$2K +$2K +84 New
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$1K – – –
HI
118
Harbour Investments
Wisconsin
$1K +$343 +12 +52%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$67 +$67 +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