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Personalis

99 hedge funds and large institutions have $106M invested in Personalis in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

0% more call options, than puts

Call options by funds: $3K | Put options by funds: $3K

6.51% less ownership

Funds ownership: 72.25%65.73% (-6.5%)

21% less funds holding

Funds holding: 12599 (-26)

53% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 43

60% less capital invested

Capital invested by funds: $265M → $106M (-$160M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
99
Holders Change
-26
Holders Change %
-20.8%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
35
Reduced
30
Closed
43
Calls
$3K
Puts
$3K
Net Calls
Net Calls Change
+$204K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$21.2M +$830K +163,036 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$13.3M -$1.99M -390,459 -9%
BlackRock
3
BlackRock
New York
$9.07M -$9.72M -1,909,245 -42%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.21M -$1.3M -254,991 -12%
Swedbank
5
Swedbank
Sweden
$5M +$270K +53,000 +4%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$3.79M +$713K +140,129 +15%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$3.3M -$224K -44,039 -4%
WSCM
8
Wellington Shields Capital Management
New York
$3.28M +$206K +40,500 +4%
WSC
9
Wellington Shields & Co
New York
$3.2M +$30K +5,888 +0.6%
NAMA
10
Nikko Asset Management Americas
New York
$3.08M -$224K -44,039 -4%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$2.78M +$3.86M +757,559 +1,610%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.64M +$3.42M +672,400 +728%
Millennium Management
13
Millennium Management
New York
$2.53M -$2.6M -510,748 -41%
Marshall Wace
14
Marshall Wace
United Kingdom
$2.05M +$1.03M +202,371 +52%
Citadel Advisors
15
Citadel Advisors
Florida
$1.59M +$1.47M +288,409 +166%
SOMRS
16
State of Michigan Retirement System
Michigan
$1.53M
Two Sigma Investments
17
Two Sigma Investments
New York
$1.35M +$688K +135,090 +53%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.25M -$1.45M -285,002 -44%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.18M +$1.33M +260,364 +322%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.1M +$88.1K +17,300 +6%
Morgan Stanley
21
Morgan Stanley
New York
$1.08M +$571K +112,203 +56%
PHAM
22
Pacific Heights Asset Management
California
$1.07M
MPAM
23
Monarch Partners Asset Management
Massachusetts
$855K
FAM
24
Fred Alger Management
New York
$721K -$21.1K -4,148 -2%
Goldman Sachs
25
Goldman Sachs
New York
$692K +$67.5K +13,262 +7%

PSNL Hedge Fund Activity: Q2 2022 in Review

99 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q2 2022, worth a combined $106M — down 60% from $265M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of PSNL and 20 opened new positions — a net loss of 23 holders — while 30 trimmed existing stakes and 35 added.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $3.86M. The largest seller was BlackRock, cutting an estimated $9.72M.

  • 99 institutional investors held Personalis (PSNL) as of Q2 2022, down from 125 in Q1 2022.
  • Funds reported $106M of Personalis stock for Q2 2022, down 60% quarter-over-quarter.
  • 20 funds opened new Personalis positions in Q2 2022 and 43 closed out, a net change of -23 holders.
  • The largest Personalis buyer in Q2 2022 was Jacobs Levy Equity Management, an estimated $3.86M added.
  • The largest Personalis seller in Q2 2022 was BlackRock, an estimated $9.72M sold.

Based on aggregated 13F filings for Q2 2022.