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Personalis

134 hedge funds and large institutions have $763M invested in Personalis in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 30

2.48% more ownership

Funds ownership: 68.33%70.81% (+2.5%)

2% more funds holding

Funds holding: 132134 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

22% less capital invested

Capital invested by funds: $974M → $763M (-$212M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

60% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $2.8M

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
57
Reduced
30
Closed
24
Calls
$1.13M
Puts
$2.8M
Net Calls
-$1.67M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$140M -$36.8M -1,072,796 -16%
JP Morgan Chase
2
JP Morgan Chase
New York
$89.5M +$10.1M +295,200 +9%
BlackRock
3
BlackRock
New York
$64.1M +$10.1M +294,905 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$40.1M +$14.7M +427,789 +36%
Swedbank
5
Swedbank
Sweden
$31.7M +$44.1M +1,287,285 New
NAMA
6
Nikko Asset Management Americas
New York
$30.1M +$5.13M +149,560 +14%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$30.1M +$5.13M +149,560 +14%
WSC
8
Wellington Shields & Co
New York
$22.7M
WSCM
9
Wellington Shields Capital Management
New York
$22.4M +$73.7K +2,150 +0.2%
Two Sigma Investments
10
Two Sigma Investments
New York
$18.5M +$15.3M +446,089 +146%
Morgan Stanley
11
Morgan Stanley
New York
$17.4M +$5.57M +162,320 +30%
Renaissance Technologies
12
Renaissance Technologies
New York
$16.6M +$23.1M +673,100 New
Marshall Wace
13
Marshall Wace
United Kingdom
$13.5M +$8.59M +250,604 +84%
PVI
14
Pura Vida Investments
New York
$13.5M +$5.43M +158,281 +41%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$12.1M +$15.8M +461,300 +1,564%
State Street
16
State Street
Massachusetts
$11.5M +$1.11M +32,445 +7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$11.3M +$3.22M +93,906 +26%
SOMRS
18
State of Michigan Retirement System
Michigan
$10.9M +$1.37M +39,878 +10%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$9.57M +$10.6M +309,287 +393%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$9.2M +$7.4M +215,927 +137%
Millennium Management
21
Millennium Management
New York
$8.76M +$4.45M +129,783 +57%
Citadel Advisors
22
Citadel Advisors
Florida
$8.53M +$7.14M +208,296 +151%
Northern Trust
23
Northern Trust
Illinois
$7.65M +$111K +3,241 +1%
PC
24
Pier Capital
Connecticut
$7.51M +$159K +4,639 +2%
CS
25
Candriam SCA
Luxembourg
$7.43M -$514 -15 -0%

PSNL Hedge Fund Activity: Q1 2021 in Review

134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q1 2021, worth a combined $763M — down 22% from $974M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PSNL positions and 24 closed out — a net gain of 2 holders — while 57 added to existing stakes and 30 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $44.1M. The largest seller was ARK Investment Management, cutting an estimated $36.8M.

  • 134 institutional investors held Personalis (PSNL) as of Q1 2021, up from 132 in Q4 2020.
  • Funds reported $763M of Personalis stock for Q1 2021, down 22% quarter-over-quarter.
  • 26 funds opened new Personalis positions in Q1 2021 and 24 closed out, a net change of +2 holders.
  • The largest Personalis buyer in Q1 2021 was Swedbank, an estimated $44.1M added.
  • The largest Personalis seller in Q1 2021 was ARK Investment Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2021.