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Personalis

62 hedge funds and large institutions have $30M invested in Personalis in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.88% less ownership

Funds ownership: 55.75%50.87% (-4.9%)

6% less funds holding

Funds holding: 6662 (-4)

39% less capital invested

Capital invested by funds: $49M → $30M (-$19M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
24
Closed
10
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$6.92M -$29.9K -16,736 -0.3%
JP Morgan Chase
2
JP Morgan Chase
New York
$4.28M -$89.8K -50,277 -1%
BlackRock
3
BlackRock
New York
$4.03M -$116K -65,048 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.5M
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$1.51M
NAMA
6
Nikko Asset Management Americas
New York
$1.31M
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$1.31M
WSCM
8
Wellington Shields Capital Management
New York
$796K -$396K -221,451 -25%
WSC
9
Wellington Shields & Co
New York
$731K -$23.5K -13,144 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$668K +$179K +100,275 +22%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$538K -$112K -62,658 -12%
SOMRS
12
State of Michigan Retirement System
Michigan
$537K
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$467K -$55.9K -31,321 -7%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$452K -$228K -127,759 -25%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$450K +$11K +6,179 +2%
PHAM
16
Pacific Heights Asset Management
California
$375K
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$263K -$199K -111,155 -34%
LPL Financial
18
LPL Financial
California
$235K -$11.5K -6,442 -3%
BCM
19
Bridgeway Capital Management
Texas
$187K
BC
20
Bruce & Co
Illinois
$182K
GCP
21
GSA Capital Partners
United Kingdom
$166K +$191K +106,824 +350%
State Street
22
State Street
Massachusetts
$158K
GAA
23
Green Alpha Advisors
Colorado
$154K +$138K +77,255 +155%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$150K -$70.6K -39,500 -24%
Citadel Advisors
25
Citadel Advisors
Florida
$148K -$76.3K -42,712 -26%

PSNL Hedge Fund Activity: Q3 2023 in Review

62 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q3 2023, worth a combined $30M — down 39% from $49M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PSNL and 6 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 11 added.

The largest buyer was GSA Capital Partners, adding an estimated $191K. The largest seller was Fred Alger Management, exiting entirely with an estimated $1.1M sold.

  • 62 institutional investors held Personalis (PSNL) as of Q3 2023, down from 66 in Q2 2023.
  • Funds reported $30M of Personalis stock for Q3 2023, down 39% quarter-over-quarter.
  • 6 funds opened new Personalis positions in Q3 2023 and 10 closed out, a net change of -4 holders.
  • The largest Personalis buyer in Q3 2023 was GSA Capital Partners, an estimated $191K added.
  • The largest Personalis seller in Q3 2023 was Fred Alger Management, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2023.