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Personalis

66 hedge funds and large institutions have $49M invested in Personalis in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 6266 (+4)

2.21% less ownership

Funds ownership: 57.96%55.75% (-2.2%)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

35% less capital invested

Capital invested by funds: $75M → $49M (-$26M)

43% less call options, than puts

Call options by funds: $4K | Put options by funds: $7K

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
26
Closed
4
Calls
$4K
Puts
$7K
Net Calls
-$3K
Net Calls Change
-$146K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$10.8M -$99.9K -44,201 -0.8%
JP Morgan Chase
2
JP Morgan Chase
New York
$6.74M -$93.4K -41,327 -1%
BlackRock
3
BlackRock
New York
$6.38M -$35.9K -15,889 -0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.88M
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$2.34M
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$2.04M +$147K +64,972 +6%
NAMA
7
Nikko Asset Management Americas
New York
$2.02M +$147K +64,972 +6%
WSCM
8
Wellington Shields Capital Management
New York
$1.65M -$8.48K -3,750 -0.4%
WSC
9
Wellington Shields & Co
New York
$1.16M -$895K -395,902 -39%
FAM
10
Fred Alger Management
New York
$1.1M +$849K +375,627 +180%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$954K +$489K +216,441 +74%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$944K -$326K -144,328 -22%
Renaissance Technologies
13
Renaissance Technologies
New York
$850K +$11.3K +5,000 +1%
SOMRS
14
State of Michigan Retirement System
Michigan
$834K
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$785K +$24.3K +10,771 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$688K -$47K -20,782 -5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$618K +$258K +114,352 +53%
PHAM
18
Pacific Heights Asset Management
California
$583K
Man Group
19
Man Group
United Kingdom
$506K +$609K +269,311 New
LPL Financial
20
LPL Financial
California
$377K +$38.9K +17,189 +9%
Citadel Advisors
21
Citadel Advisors
Florida
$310K -$122K -53,813 -25%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$307K -$136K -60,300 -27%
BCM
23
Bridgeway Capital Management
Texas
$290K +$88.1K +39,000 +34%
BC
24
Bruce & Co
Illinois
$279K
Morgan Stanley
25
Morgan Stanley
New York
$257K +$181K +80,055 +141%

PSNL Hedge Fund Activity: Q2 2023 in Review

66 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q2 2023, worth a combined $49M — down 35% from $75M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSNL positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 26 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $849K. The largest seller was Balyasny Asset Management, cutting an estimated $2.03M.

  • 66 institutional investors held Personalis (PSNL) as of Q2 2023, up from 62 in Q1 2023.
  • Funds reported $49M of Personalis stock for Q2 2023, down 35% quarter-over-quarter.
  • 8 funds opened new Personalis positions in Q2 2023 and 4 closed out, a net change of +4 holders.
  • The largest Personalis buyer in Q2 2023 was Fred Alger Management, an estimated $849K added.
  • The largest Personalis seller in Q2 2023 was Balyasny Asset Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2023.