Personalis
PSNL
125 hedge funds and large institutions have $265M invested in Personalis in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 10 closing their positions.
170% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 10
16% more funds holding
Funds holding: 108 → 125 (+17)
0.44% more ownership
Funds ownership: 71.8% → 72.25% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 43
42% less capital invested
Capital invested by funds: $456M → $265M (-$191M)
62% less call options, than puts
Call options by funds: $127K | Put options by funds: $331K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$3.07M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$2.1M |
| 3 |
EGM
Engineers Gate Manager
New York
|
+$1.89M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$1.72M |
| 5 |
BlackRock
New York
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
-$5.03M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$3.83M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$1.42M |
| 4 |
Two Sigma Investments
New York
|
-$1.37M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$1.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| – | -$325K | -22,821 | Closed |
|
|
AC
127
Aristides Capital
Louisville,
Kentucky
| – | -$303K | -21,260 | Closed |
|
|
PP
128
PDT Partners
New York
| – | -$263K | -18,463 | Closed |
|
|
IA
129
IndexIQ Advisors
New York
| – | -$245K | -17,160 | Closed |
|
|
MIFH
130
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$17K | -1,225 | Closed |
|
|
SWM
131
Spire Wealth Management
Mclean,
Virginia
| – | -$5K | -350 | Closed |
|
|
TWA
132
TCI Wealth Advisors
Tucson,
Arizona
| – | -$4K | -309 | Closed |
|
133
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$197 | +19 | New |
|
|
T
134
TCWP
Beachwood,
Ohio
| – | +$217 | +21 | New |
|
|
QCG
135
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$632 | +61 | New |
|
PSNL Hedge Fund Activity: Q1 2022 in Review
125 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q1 2022, worth a combined $265M — down 42% from $456M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PSNL positions and 10 closed out — a net gain of 17 holders — while 37 added to existing stakes and 43 trimmed.
The largest buyer was ARK Investment Management, adding an estimated $3.07M. The largest seller was Candriam SCA, exiting entirely with an estimated $5.03M sold.
- 125 institutional investors held Personalis (PSNL) as of Q1 2022, up from 108 in Q4 2021.
- Funds reported $265M of Personalis stock for Q1 2022, down 42% quarter-over-quarter.
- 27 funds opened new Personalis positions in Q1 2022 and 10 closed out, a net change of +17 holders.
- The largest Personalis buyer in Q1 2022 was ARK Investment Management, an estimated $3.07M added.
- The largest Personalis seller in Q1 2022 was Candriam SCA, an estimated $5.03M sold.
Based on aggregated 13F filings for Q1 2022.