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Personalis
PSNL

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: 134 → 136 (+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: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$20.2M
2
Marshall Wace
Marshall Wace
United Kingdom
+$17M
3
JP Morgan Chase
JP Morgan Chase
New York
+$10.5M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$5.01M
5
Norges Bank
Norges Bank
Norway
+$4.41M

Top Sellers

Rank Fund Capital Flow
1
AIM
ARK Investment Management
Florida
-$17.5M
2
Two Sigma Investments
Two Sigma Investments
New York
-$7.24M
3
Millennium Management
Millennium Management
New York
-$5.08M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.56M
5
NAMA
Nikko Asset Management Americas
New York
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
126
IFP Advisors
Florida
$3K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$3K +$114 +5 +5%
ATC
128
Adirondack Trust Company
New York
$2K – – –
Daiwa Securities Group
129
Daiwa Securities Group
Japan
$2K – – –
TWA
130
TCI Wealth Advisors
Arizona
$2K +$435 +19 +25%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$1K -$31.9K -1,392 -96%
HI
132
Harbour Investments
Wisconsin
$1K +$526 +23 New
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$1K +$687 +30 New
ASN
134
Advisory Services Network
Georgia
$1K +$732 +32 New
AIG
135
American International Group
New York
$505 +$105K +4,591 +30%
H
136
HoyleCohen
California
$389 – – –
PFM
137
Premier Fund Managers
United Kingdom
– -$3.43M -150,119 Closed
SAM
138
Sectoral Asset Management
Quebec, Canada
– -$2.97M -120,500 Closed
MCM
139
Moore Capital Management
New York
– -$1.58M -64,037 Closed
California Public Employees Retirement System
140
California Public Employees Retirement System
California
– -$1.19M -48,200 Closed
HF
141
HRT Financial
New York
– -$879K -35,722 Closed
Jane Street
142
Jane Street
New York
– -$712K -31,128 Closed
TI
143
Trexquant Investment
Connecticut
– -$598K -24,300 Closed
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
– -$490K -19,901 Closed
Allianz Asset Management
145
Allianz Asset Management
Germany
– -$456K -18,512 Closed
QT
146
Quantbot Technologies
New York
– -$390K -15,877 Closed
SGI
147
Summit Global Investments
Utah
– -$340K -13,800 Closed
AIM
148
Aigen Investment Management
New York
– -$328K -13,324 Closed
EMG
149
ETF Managers Group
New Jersey
– -$296K -12,995 Closed
Walleye Capital
150
Walleye Capital
New York
– -$307 -12,475 Closed
3 4 5
6
7

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.