Personalis
PSNL
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.
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: 132 → 134 (+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: 3 → 2 (-1)
60% less call options, than puts
Call options by funds: $1.13M | Put options by funds: $2.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
+$44.1M |
| 2 |
Renaissance Technologies
New York
|
+$23.1M |
| 3 |
Two Sigma Advisers
New York
|
+$15.8M |
| 4 |
Two Sigma Investments
New York
|
+$15.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$36.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$15.2M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$10.8M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.95M |
| 5 |
CIA
Capital Impact Advisors
Boston,
Massachusetts
|
-$7.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$233K | -6,390 | Closed |
|
|
KWM
152
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$215K | -5,880 | Closed |
|
|
FC
153
FORA Capital
Miami,
Florida
| – | -$60K | -1,652 | Closed |
|
|
PFO
154
Pathstone Family Office
Englewood,
New Jersey
| – | -$18K | -500 | Closed |
|
|
FCH
155
Freestone Capital Holdings
Seattle,
Washington
| – | -$14.6K | -400 | Closed |
|
|
PAI
156
Pittenger & Anderson Inc
Lincoin,
Nebraska
| – | -$2K | -45 | 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.