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Personalis

70 hedge funds and large institutions have $231M invested in Personalis in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

3% more funds holding

Funds holding: 6870 (+2)

2.68% more ownership

Funds ownership: 47.94%50.63% (+2.7%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

43% less capital invested

Capital invested by funds: $403M → $231M (-$172M)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
23
Reduced
11
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
A
1
Abingworth
United Kingdom
$79.9M
BOTOTLSJU
2
Board of Trustees of The Leland Stanford Junior University
California
$20.9M
JP Morgan Chase
3
JP Morgan Chase
New York
$14.9M +$7.28M +385,176 +61%
NAMA
4
Nikko Asset Management Americas
New York
$11.8M +$15.2M +802,418 New
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$11.8M +$15.2M +802,418 New
BlackRock
6
BlackRock
New York
$8.98M +$10.9M +574,478 +1,526%
O
7
OrbiMed
New York
$7.1M +$3.48M +183,842 +61%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.95M +$5.11M +270,008 +402%
EA
9
Emerald Advisers
Pennsylvania
$4.81M +$3.74M +197,840 +152%
NIP
10
Nicholas Investment Partners
California
$4.79M +$1.2M +63,613 +24%
LCM
11
Laurion Capital Management
New York
$4.58M
AIM
12
ARK Investment Management
Florida
$4.39M +$1.92M +101,744 +51%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$4.32M -$300K -15,877 -5%
HM
14
HealthCor Management
New York
$4.16M -$312K -16,500 -6%
KCM
15
Kornitzer Capital Management
Kansas
$4.11M +$592K +31,330 +13%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.76M +$2.57M +135,933 +113%
RI
17
RTW Investments
New York
$3.74M +$567K +30,000 +13%
ZP
18
Zimmer Partners
New York
$2.94M
N
19
Nuveen
North Carolina
$2.08M +$2.69M +142,073 New
WSCM
20
Wellington Shields Capital Management
New York
$2M +$896K +47,400 +53%
UBS AM
21
UBS AM
Illinois
$1.81M -$59.1K -3,124 -2%
FAM
22
Fred Alger Management
New York
$1.7M +$268K +14,175 +14%
State Street
23
State Street
Massachusetts
$1.7M +$2.19M +115,718 New
Citadel Advisors
24
Citadel Advisors
Florida
$1.69M -$88.2K -4,664 -4%
PM
25
Prosight Management
Texas
$1.69M +$1.11M +58,768 +104%

PSNL Hedge Fund Activity: Q3 2019 in Review

70 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q3 2019, worth a combined $231M — down 43% from $403M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PSNL positions and 28 closed out — a net gain of 2 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Nikko Asset Management Americas, opening a new position worth an estimated $15.2M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $13.6M sold.

  • 70 institutional investors held Personalis (PSNL) as of Q3 2019, up from 68 in Q2 2019.
  • Funds reported $231M of Personalis stock for Q3 2019, down 43% quarter-over-quarter.
  • 30 funds opened new Personalis positions in Q3 2019 and 28 closed out, a net change of +2 holders.
  • The largest Personalis buyer in Q3 2019 was Nikko Asset Management Americas, an estimated $15.2M added.
  • The largest Personalis seller in Q3 2019 was Janus Henderson Group, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2019.