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Personalis

132 hedge funds and large institutions have $974M invested in Personalis in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

77% more capital invested

Capital invested by funds: $550M → $974M (+$424M)

43% more funds holding

Funds holding: 92132 (+40)

41% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $1.81M

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

2.06% more ownership

Funds ownership: 66.27%68.33% (+2.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
132
Holders Change
+40
Holders Change %
+43.48%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
49
Increased
42
Reduced
32
Closed
8
Calls
$2.56M
Puts
$1.81M
Net Calls
+$745K
Net Calls Change
+$436K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$248M +$105M +3,485,482 +106%
JP Morgan Chase
2
JP Morgan Chase
New York
$122M -$8.35M -276,183 -8%
BlackRock
3
BlackRock
New York
$84.5M +$6.68M +221,118 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$44.1M +$2.56M +84,796 +8%
NAMA
5
Nikko Asset Management Americas
New York
$39.3M +$4.59M +151,705 +16%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$39.3M +$4.59M +151,705 +16%
WSC
7
Wellington Shields & Co
New York
$33.7M -$333K -11,000 -1%
WSCM
8
Wellington Shields Capital Management
New York
$33.2M +$7.1M +234,771 +35%
Morgan Stanley
9
Morgan Stanley
New York
$19.9M +$8.12M +268,500 +97%
Invesco
10
Invesco
Georgia
$16.5M +$7.52M +248,835 +123%
State Street
11
State Street
Massachusetts
$15.9M +$2.22M +73,346 +20%
SOMRS
12
State of Michigan Retirement System
Michigan
$14.8M +$12.2M +403,920 New
PVI
13
Pura Vida Investments
New York
$14.3M -$4.28M -141,500 -27%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$14M -$22.4M -740,719 -66%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$13.4M +$1.42M +47,068 +15%
Northern Trust
16
Northern Trust
Illinois
$11.3M +$5.11K +169 +0.1%
Two Sigma Investments
17
Two Sigma Investments
New York
$11.2M +$3.25M +107,503 +54%
PC
18
Pier Capital
Connecticut
$11M +$9.09M +300,620 New
Marshall Wace
19
Marshall Wace
United Kingdom
$11M +$9.07M +299,932 New
DCM
20
Driehaus Capital Management
Illinois
$10.8M +$8.93M +295,462 New
Millennium Management
21
Millennium Management
New York
$8.28M +$379K +12,542 +6%
Federated Hermes
22
Federated Hermes
Pennsylvania
$7.95M +$609K +20,156 +10%
CIA
23
Capital Impact Advisors
Massachusetts
$7.88M +$4.08M +135,000 +168%
CS
24
Candriam SCA
Luxembourg
$7.74M -$8.96M -296,274 -58%
PGM
25
Parian Global Management
New York
$7.32M +$4.68M +154,975 +344%

PSNL Hedge Fund Activity: Q4 2020 in Review

132 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q4 2020, worth a combined $974M — up 77% from $550M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PSNL positions and 8 closed out — a net gain of 41 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $105M. The largest seller was Abingworth, exiting entirely with an estimated $96.7M sold.

  • 132 institutional investors held Personalis (PSNL) as of Q4 2020, up from 92 in Q3 2020.
  • Funds reported $974M of Personalis stock for Q4 2020, up 77% quarter-over-quarter.
  • 49 funds opened new Personalis positions in Q4 2020 and 8 closed out, a net change of +41 holders.
  • The largest Personalis buyer in Q4 2020 was ARK Investment Management, an estimated $105M added.
  • The largest Personalis seller in Q4 2020 was Abingworth, an estimated $96.7M sold.

Based on aggregated 13F filings for Q4 2020.