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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$20.2M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$17M |
| 3 |
JP Morgan Chase
New York
|
+$10.5M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$5.01M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$4.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$17.5M |
| 2 |
Two Sigma Investments
New York
|
-$7.24M |
| 3 |
Millennium Management
New York
|
-$5.08M |
| 4 |
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 |
|
|---|---|---|---|---|---|
|
E
151
Ergoteles
New York
| – | -$222K | -9,036 | Closed |
|
152
SG Americas Securities
New York
| – | -$142K | -5,779 | Closed |
|
153
Fidelity Investments
Boston,
Massachusetts
| – | -$84K | -3,398 | Closed |
|
|
HIIFS
154
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$66K | -800 | Closed |
|
155
Simplex Trading
Chicago,
Illinois
| – | -$14.7K | -642 | Closed |
|
156
Group One Trading
Chicago,
Illinois
| – | -$13.5K | -592 | Closed |
|
|
TCWM
157
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$13K | -514 | Closed |
|
|
SFS
158
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$8K | -392 | Closed |
|
|
S
159
SignatureFD
Atlanta,
Georgia
| – | -$1K | -30 | Closed |
|
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.