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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
ATC
126
Adirondack Trust Company
New York
$2K
Daiwa Securities Group
127
Daiwa Securities Group
Japan
$2K
IA
128
IFP Advisors
Florida
$2K
TWA
129
TCI Wealth Advisors
Arizona
$2K +$2.61K +76 New
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$2K +$2.74K +80 New
S
131
SignatureFD
Georgia
$1K +$1.03K +30 New
AIG
132
American International Group
New York
$378 +$48.2K +1,406 +10%
Walleye Capital
133
Walleye Capital
New York
$307 +$428K +12,475 New
DCM
134
Driehaus Capital Management
Illinois
-$10.8M -295,462 Closed
Federated Hermes
135
Federated Hermes
Pennsylvania
-$7.95M -217,169 Closed
CIA
136
Capital Impact Advisors
Massachusetts
-$7.88M -215,380 Closed
ECM
137
ExodusPoint Capital Management
New York
-$3.56M -97,340 Closed
EGI
138
EAM Global Investors
California
-$3.4M -92,966 Closed
EI
139
EAM Investors
California
-$2.41M -65,887 Closed
MS
140
Maven Securities
Jersey
-$1.35M -35,658 Closed
Canada Pension Plan Investment Board
141
Canada Pension Plan Investment Board
Ontario, Canada
-$934K -25,500 Closed
BC
142
Brookfield Corp
Ontario, Canada
-$690K -18,838 Closed
SGAM
143
Smith Group Asset Management
Texas
-$578K -15,780 Closed
RJA
144
Raymond James & Associates
Florida
-$568K -15,526 Closed
HSBC Holdings
145
HSBC Holdings
United Kingdom
-$535K -14,469 Closed
VF
146
Virtu Financial
New York
-$451K -12,316 Closed
Los Angeles Capital Management
147
Los Angeles Capital Management
California
-$441K -12,037 Closed
OC
148
Oppenheimer & Co
New York
-$406K -11,099 Closed
PP
149
Paloma Partners
Connecticut
-$295K -8,057 Closed
ASRS
150
Arizona State Retirement System
Arizona
-$245K -6,691 Closed

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.