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Personalis

80 hedge funds and large institutions have $54.8M invested in Personalis in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

1% less funds holding

Funds holding: 8180 (-1)

1.3% less ownership

Funds ownership: 61.82%60.52% (-1.3%)

35% less capital invested

Capital invested by funds: $84M → $54.8M (-$29.2M)

94% less call options, than puts

Call options by funds: $2K | Put options by funds: $35K

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
27
Reduced
27
Closed
15
Calls
$2K
Puts
$35K
Net Calls
-$33K
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$10.9M +$136K +53,888 +1%
BlackRock
2
BlackRock
New York
$7.05M +$688K +273,368 +8%
JP Morgan Chase
3
JP Morgan Chase
New York
$6.94M -$680K -270,159 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.03M -$72.7K -28,888 -1%
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$2.3M +$128K +50,907 +5%
WSC
6
Wellington Shields & Co
New York
$2.01M +$219K +86,947 +9%
NAMA
7
Nikko Asset Management Americas
New York
$1.76M -$152K -60,231 -6%
Sumitomo Mitsui Trust Group
8
Sumitomo Mitsui Trust Group
Japan
$1.76M -$152K -60,231 -6%
WSCM
9
Wellington Shields Capital Management
New York
$1.71M -$283K -112,227 -12%
Millennium Management
10
Millennium Management
New York
$1.7M -$1.59M -630,315 -42%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$1.46M +$648K +257,266 +54%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.27M -$114K -45,424 -7%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.06M +$651K +258,461 +92%
SOMRS
14
State of Michigan Retirement System
Michigan
$879K
Geode Capital Management
15
Geode Capital Management
Massachusetts
$729K +$16.1K +6,379 +2%
MPAM
16
Monarch Partners Asset Management
Massachusetts
$636K +$5.9K +2,343 +0.7%
PHAM
17
Pacific Heights Asset Management
California
$614K
Two Sigma Advisers
18
Two Sigma Advisers
New York
$575K -$49.4K -19,600 -6%
UBS Group
19
UBS Group
Switzerland
$517K +$253K +100,471 +62%
Citadel Advisors
20
Citadel Advisors
Florida
$468K +$70.4K +27,945 +13%
Marshall Wace
21
Marshall Wace
United Kingdom
$439K -$543K -215,698 -49%
FAM
22
Fred Alger Management
New York
$414K -$38 -15 -0%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$398K -$188K -74,828 -27%
GCP
24
GSA Capital Partners
United Kingdom
$310K +$14.9K +5,898 +4%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$278K +$352K +139,800 New

PSNL Hedge Fund Activity: Q4 2022 in Review

80 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q4 2022, worth a combined $54.8M — down 35% from $84M a quarter earlier.

Fund positioning in PSNL was balanced in Q4 2022: 15 funds opened new positions, 15 closed out, 27 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $688K. The largest seller was Millennium Management, cutting an estimated $1.59M.

  • 80 institutional investors held Personalis (PSNL) as of Q4 2022, down from 81 in Q3 2022.
  • Funds reported $54.8M of Personalis stock for Q4 2022, down 35% quarter-over-quarter.
  • 15 funds opened new Personalis positions in Q4 2022 and 15 closed out, a net change of 0 holders.
  • The largest Personalis buyer in Q4 2022 was BlackRock, an estimated $688K added.
  • The largest Personalis seller in Q4 2022 was Millennium Management, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2022.