Personalis
PSNL
120 hedge funds and large institutions have $604M invested in Personalis in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 25 closing their positions.
95% more call options, than puts
Call options by funds: $2.92M | Put options by funds: $1.5M
26% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 38
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.04% less ownership
Funds ownership: 72.76% → 70.72% (-2%)
12% less funds holding
Funds holding: 136 → 120 (-16)
25% less capital invested
Capital invested by funds: $808M → $604M (-$204M)
64% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$5.48M |
| 2 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$4.67M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$3.56M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$3.36M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.9M |
| 2 |
Morgan Stanley
New York
|
-$5.49M |
| 3 |
TCM
Tekla Capital Management
Boston,
Massachusetts
|
-$4.55M |
| 4 |
RI
RTW Investments
New York
|
-$3.23M |
| 5 |
PP
PDT Partners
New York
|
-$3.03M |
PSNL Hedge Fund Activity: Q3 2021 in Review
120 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q3 2021, worth a combined $604M — down 25% from $808M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of PSNL and 9 opened new positions — a net loss of 16 holders — while 38 trimmed existing stakes and 48 added.
The largest buyer was JP Morgan Chase, adding an estimated $5.48M. The largest seller was Dimensional Fund Advisors, cutting an estimated $5.9M.
- 120 institutional investors held Personalis (PSNL) as of Q3 2021, down from 136 in Q2 2021.
- Funds reported $604M of Personalis stock for Q3 2021, down 25% quarter-over-quarter.
- 9 funds opened new Personalis positions in Q3 2021 and 25 closed out, a net change of -16 holders.
- The largest Personalis buyer in Q3 2021 was JP Morgan Chase, an estimated $5.48M added.
- The largest Personalis seller in Q3 2021 was Dimensional Fund Advisors, an estimated $5.9M sold.
Based on aggregated 13F filings for Q3 2021.