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Personalis

62 hedge funds and large institutions have $75M invested in Personalis in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $168K | Put options by funds: $25K

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

37% more capital invested

Capital invested by funds: $54.7M → $75M (+$20.3M)

2.18% less ownership

Funds ownership: 60.13%57.96% (-2.2%)

21% less funds holding

Funds holding: 7862 (-16)

71% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 21

Holders
62
Holders Change
-16
Holders Change %
-20.51%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
26
Reduced
18
Closed
21
Calls
$168K
Puts
$25K
Net Calls
+$143K
Net Calls Change
+$176K

PSNL Hedge Fund Activity: Q1 2023 in Review

62 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q1 2023, worth a combined $75M — up 37% from $54.7M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PSNL and 6 opened new positions — a net loss of 15 holders — while 18 trimmed existing stakes and 26 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $2.83M. The largest seller was Millennium Management, cutting an estimated $1.99M.

  • 62 institutional investors held Personalis (PSNL) as of Q1 2023, down from 78 in Q4 2022.
  • Funds reported $75M of Personalis stock for Q1 2023, up 37% quarter-over-quarter.
  • 6 funds opened new Personalis positions in Q1 2023 and 21 closed out, a net change of -15 holders.
  • The largest Personalis buyer in Q1 2023 was Balyasny Asset Management, an estimated $2.83M added.
  • The largest Personalis seller in Q1 2023 was Millennium Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2023.