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Personalis

136 hedge funds and large institutions have $807M invested in Personalis in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 33

66% more call options, than puts

Call options by funds: $7.91M | Put options by funds: $4.75M

6% more capital invested

Capital invested by funds: $763M → $807M (+$44.5M)

1.94% more ownership

Funds ownership: 70.81%72.74% (+1.9%)

1% more funds holding

Funds holding: 134136 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
136
Holders Change
+2
Holders Change %
+1.49%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
56
Reduced
33
Closed
24
Calls
$7.91M
Puts
$4.75M
Net Calls
+$3.16M
Net Calls Change
+$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$125M -$17.5M -763,863 -13%
JP Morgan Chase
2
JP Morgan Chase
New York
$104M +$10.5M +459,007 +13%
BlackRock
3
BlackRock
New York
$88.2M +$20.2M +881,659 +34%
Vanguard Group
4
Vanguard Group
Pennsylvania
$46M +$4.28M +187,201 +11%
Swedbank
5
Swedbank
Sweden
$32.8M +$231K +10,106 +0.8%
Marshall Wace
6
Marshall Wace
United Kingdom
$32.7M +$17M +743,691 +135%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$27.4M -$3.2M -139,763 -11%
NAMA
8
Nikko Asset Management Americas
New York
$26.8M -$3.43M -149,961 -12%
WSC
9
Wellington Shields & Co
New York
$23.3M
WSCM
10
Wellington Shields Capital Management
New York
$23M +$11.8K +516 +0.1%
State Street
11
State Street
Massachusetts
$15.4M +$3.19M +139,526 +30%
Morgan Stanley
12
Morgan Stanley
New York
$14.2M -$3.37M -147,125 -21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$13.8M +$1.91M +83,523 +18%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$12.7M +$300K +13,100 +3%
PVI
15
Pura Vida Investments
New York
$12M -$1.67M -73,044 -13%
Renaissance Technologies
16
Renaissance Technologies
New York
$12M -$4.56M -199,300 -30%
SOMRS
17
State of Michigan Retirement System
Michigan
$11.2M
Two Sigma Investments
18
Two Sigma Investments
New York
$11M -$7.24M -316,178 -42%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$11M +$3.43M +150,000 +53%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$9.84M +$17.4K +759 +0.2%
Northern Trust
21
Northern Trust
Illinois
$9.12M +$1.14M +49,643 +16%
CS
22
Candriam SCA
Luxembourg
$8.14M +$2.53M +110,551 +52%
PC
23
Pier Capital
Connecticut
$7.86M +$123K +5,357 +2%
FAM
24
Fred Alger Management
New York
$7.11M +$3.28M +143,450 +104%
Citadel Advisors
25
Citadel Advisors
Florida
$6.41M -$2.13M -93,286 -27%

PSNL Hedge Fund Activity: Q2 2021 in Review

136 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q2 2021, worth a combined $807M — up 5.8% from $763M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PSNL positions and 24 closed out — a net gain of 2 holders — while 56 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $20.2M. The largest seller was ARK Investment Management, cutting an estimated $17.5M.

  • 136 institutional investors held Personalis (PSNL) as of Q2 2021, up from 134 in Q1 2021.
  • Funds reported $807M of Personalis stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 26 funds opened new Personalis positions in Q2 2021 and 24 closed out, a net change of +2 holders.
  • The largest Personalis buyer in Q2 2021 was BlackRock, an estimated $20.2M added.
  • The largest Personalis seller in Q2 2021 was ARK Investment Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q2 2021.