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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 5 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

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

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

37% more capital invested

Capital invested by funds: $54.8M → $75M (+$20.2M)

2.56% less ownership

Funds ownership: 60.52%57.96% (-2.6%)

23% less funds holding

Funds holding: 8062 (-18)

77% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 22

Holders
62
Holders Change
-18
Holders Change %
-22.5%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
27
Reduced
18
Closed
22
Calls
$168K
Puts
$25K
Net Calls
+$143K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$16M +$787K +279,964 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$10M +$350K +124,482 +4%
BlackRock
3
BlackRock
New York
$9.41M -$417K -148,098 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.7M +$86.1K +30,601 +2%
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$3.44M +$236K +83,996 +7%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$2.81M +$362K +128,843 +14%
WSC
7
Wellington Shields & Co
New York
$2.8M
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$2.77M +$2.83M +1,004,610 New
NAMA
9
Nikko Asset Management Americas
New York
$2.75M +$362K +128,843 +14%
WSCM
10
Wellington Shields Capital Management
New York
$2.44M +$55.7K +19,800 +2%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$1.78M +$305K +108,360 +20%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.23M -$550K -195,711 -30%
SOMRS
13
State of Michigan Retirement System
Michigan
$1.22M
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$1.12M -$923K -328,262 -45%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.07M +$51.1K +18,156 +5%
PHAM
16
Pacific Heights Asset Management
California
$856K
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$803K +$253K +89,895 +45%
UBS Group
18
UBS Group
Switzerland
$729K +$7.93K +2,820 +1%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$617K -$189K -67,100 -23%
Citadel Advisors
20
Citadel Advisors
Florida
$604K -$48.7K -17,329 -7%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$591K +$154K +54,750 +34%
FAM
22
Fred Alger Management
New York
$577K +$146 +52 +0%
LPL Financial
23
LPL Financial
California
$506K +$128K +45,542 +33%
BC
24
Bruce & Co
Illinois
$414K +$281K +100,000 +200%
Millennium Management
25
Millennium Management
New York
$413K -$1.99M -708,178 -83%

PSNL Hedge Fund Activity: Q1 2023 in Review

62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q1 2023, worth a combined $75M — up 37% from $54.8M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PSNL and 5 opened new positions — a net loss of 17 holders — while 18 trimmed existing stakes and 27 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 80 in Q4 2022.
  • Funds reported $75M of Personalis stock for Q1 2023, up 37% quarter-over-quarter.
  • 5 funds opened new Personalis positions in Q1 2023 and 22 closed out, a net change of -17 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.