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Personalis

81 hedge funds and large institutions have $252M invested in Personalis in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

62% more capital invested

Capital invested by funds: $156M → $252M (+$96.2M)

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

21% more funds holding

Funds holding: 6781 (+14)

0.55% more ownership

Funds ownership: 61.39%61.95% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
81
Holders Change
+14
Holders Change %
+20.9%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
28
Reduced
22
Closed
7
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
A
1
Abingworth
United Kingdom
$70.6M
AIM
2
ARK Investment Management
Florida
$26.8M +$10.7M +964,618 +87%
BlackRock
3
BlackRock
New York
$21.4M +$1.54M +138,771 +9%
JP Morgan Chase
4
JP Morgan Chase
New York
$21.1M +$640K +57,712 +4%
WSC
5
Wellington Shields & Co
New York
$13.5M +$488K +44,000 +4%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$10.4M -$4.58M -412,430 -34%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.96M +$2.5M +225,710 +42%
BOTOTLSJU
8
Board of Trustees of The Leland Stanford Junior University
California
$9.55M -$7.66M -690,881 -48%
NAMA
9
Nikko Asset Management Americas
New York
$7.65M -$4.71M -424,968 -35%
WSCM
10
Wellington Shields Capital Management
New York
$7.11M -$22.2K -2,000 -0.4%
CS
11
Candriam SCA
Luxembourg
$6.79M +$3.09M +278,443 +114%
State Street
12
State Street
Massachusetts
$4.5M +$994K +89,631 +35%
Morgan Stanley
13
Morgan Stanley
New York
$3.46M +$2.31M +207,806 +354%
RI
14
RTW Investments
New York
$3.31M
Northern Trust
15
Northern Trust
Illinois
$3.29M +$591K +53,236 +27%
GF
16
Gabelli Funds
New York
$3.2M -$666K -60,000 -20%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.74M +$146K +13,149 +7%
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$2.48M -$298K -26,887 -12%
PM
19
Prosight Management
Texas
$2.45M -$2.51M -225,990 -54%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.74M -$161K -14,487 -11%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.41M -$588 -53 -0%
PVI
22
Pura Vida Investments
New York
$1.13M +$968K +87,211 New
PCM
23
Penn Capital Management
Pennsylvania
$1.11M +$950K +85,614 New
Charles Schwab
24
Charles Schwab
California
$1.07M +$122K +10,968 +15%
N
25
Nuveen
North Carolina
$975K +$132K +11,936 +19%

PSNL Hedge Fund Activity: Q2 2020 in Review

81 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q2 2020, worth a combined $252M — up 62% from $156M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSNL positions and 7 closed out — a net gain of 14 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $10.7M. The largest seller was Board of Trustees of The Leland Stanford Junior University, cutting an estimated $7.66M.

  • 81 institutional investors held Personalis (PSNL) as of Q2 2020, up from 67 in Q1 2020.
  • Funds reported $252M of Personalis stock for Q2 2020, up 62% quarter-over-quarter.
  • 21 funds opened new Personalis positions in Q2 2020 and 7 closed out, a net change of +14 holders.
  • The largest Personalis buyer in Q2 2020 was ARK Investment Management, an estimated $10.7M added.
  • The largest Personalis seller in Q2 2020 was Board of Trustees of The Leland Stanford Junior University, an estimated $7.66M sold.

Based on aggregated 13F filings for Q2 2020.