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Personalis

92 hedge funds and large institutions have $550M invested in Personalis in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more capital invested

Capital invested by funds: $252M → $550M (+$298M)

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $1.03M

14% more funds holding

Funds holding: 8192 (+11)

4.32% more ownership

Funds ownership: 61.95%66.27% (+4.3%)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
25
Increased
36
Reduced
19
Closed
14
Calls
$1.34M
Puts
$1.03M
Net Calls
+$309K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
A
1
Abingworth
United Kingdom
$96.7M -$19.6M -986,842 -18%
JP Morgan Chase
2
JP Morgan Chase
New York
$80M +$39.5M +1,987,582 +122%
AIM
3
ARK Investment Management
Florida
$71.4M +$24.3M +1,224,458 +59%
BlackRock
4
BlackRock
New York
$45.3M +$8.68M +436,708 +26%
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$24.4M +$18.5M +933,150 +488%
Vanguard Group
6
Vanguard Group
Pennsylvania
$24.2M +$6.96M +350,270 +46%
WSC
7
Wellington Shields & Co
New York
$20.2M -$2.14M -107,906 -10%
Sumitomo Mitsui Trust Group
8
Sumitomo Mitsui Trust Group
Japan
$20M +$2.37M +119,133 +15%
NAMA
9
Nikko Asset Management Americas
New York
$20M +$2.62M +131,671 +17%
WSCM
10
Wellington Shields Capital Management
New York
$14.6M +$2.48M +124,806 +23%
PVI
11
Pura Vida Investments
New York
$11.5M +$8.82M +444,060 +509%
CS
12
Candriam SCA
Luxembourg
$11M -$321K -16,145 -3%
State Street
13
State Street
Massachusetts
$7.83M +$287K +14,451 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$6.92M +$2.15M +108,007 +51%
Northern Trust
15
Northern Trust
Illinois
$6.67M +$1.08M +54,140 +21%
Morgan Stanley
16
Morgan Stanley
New York
$5.97M +$181K +9,114 +3%
RI
17
RTW Investments
New York
$5.53M
Citadel Advisors
18
Citadel Advisors
Florida
$5.38M +$3.61M +181,431 +272%
MS
19
Maven Securities
Jersey
$4.48M +$3.97M +200,000 New
Invesco
20
Invesco
Georgia
$4.39M +$4.02M +202,434 New
Two Sigma Investments
21
Two Sigma Investments
New York
$4.29M +$3.94M +198,217 New
Federated Hermes
22
Federated Hermes
Pennsylvania
$4.27M +$3.72M +187,013 +1,870%
Deutsche Bank
23
Deutsche Bank
Germany
$4M +$3.47M +174,541 +1,768%
GF
24
Gabelli Funds
New York
$3.45M -$1.75M -88,000 -36%
Charles Schwab
25
Charles Schwab
California
$3.28M +$1.36M +68,627 +83%

PSNL Hedge Fund Activity: Q3 2020 in Review

92 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q3 2020, worth a combined $550M — up 118% from $252M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PSNL positions and 14 closed out — a net gain of 11 holders — while 36 added to existing stakes and 19 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $39.5M. The largest seller was Abingworth, cutting an estimated $19.6M.

  • 92 institutional investors held Personalis (PSNL) as of Q3 2020, up from 81 in Q2 2020.
  • Funds reported $550M of Personalis stock for Q3 2020, up 118% quarter-over-quarter.
  • 25 funds opened new Personalis positions in Q3 2020 and 14 closed out, a net change of +11 holders.
  • The largest Personalis buyer in Q3 2020 was JP Morgan Chase, an estimated $39.5M added.
  • The largest Personalis seller in Q3 2020 was Abingworth, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2020.