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Personalis

108 hedge funds and large institutions have $456M invested in Personalis in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 23 closing their positions.

Holders
108
Holders Change
-12
Holders Change %
-10%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
43
Reduced
36
Closed
23
Calls
$532K
Puts
$834K
Net Calls
-$302K
Net Calls Change
-$1.73M
Name Market Value Shares Shares
Change
Shares
Change %
SWM
101
Spire Wealth Management
Virginia
$5K 350 +350 New
TWA
102
TCI Wealth Advisors
Arizona
$4K 309 +146 +90%
LFG
103
Larson Financial Group
Missouri
$4K 260 +260 New
Daiwa Securities Group
104
Daiwa Securities Group
Japan
$2K 152
SPIA
105
Steward Partners Investment Advisory
New York
$1K 105
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$1K 80
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$281 19,687 +245 +1%
Renaissance Technologies
108
Renaissance Technologies
New York
-487,713 Closed
PVI
109
Pura Vida Investments
New York
-479,651 Closed
PC
110
Pier Capital
Connecticut
-302,786 Closed
Principal Financial Group
111
Principal Financial Group
Iowa
-114,428 Closed
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
-73,990 Closed
DekaBank Deutsche Girozentrale
113
DekaBank Deutsche Girozentrale
Germany
-23,800 Closed
First Trust Advisors
114
First Trust Advisors
Illinois
-20,315 Closed
PI
115
PEAK6 Investments
Illinois
-17,951 Closed
CM
116
Caption Management
Oklahoma
-13,500 Closed
Russell Investments Group
117
Russell Investments Group
United Kingdom
-12,700 Closed
GIA
118
Gladstone Institutional Advisory
Florida
-11,500 Closed
VWM
119
Vigilare Wealth Management
Arizona
-10,440 Closed
AQR Capital Management
120
AQR Capital Management
Connecticut
-10,277 Closed
DFCM
121
Dark Forest Capital Management
Puerto Rico
-5,393 Closed
ED
122
Exane Derivatives
France
-4,134 Closed
PHK
123
Point72 Hong Kong
Hong Kong
-3,515 Closed
PCM
124
Penserra Capital Management
California
-1,015 Closed
AF
125
Advisornet Financial
Minnesota
-750 Closed