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Personalis

71 hedge funds and large institutions have $33.2M invested in Personalis in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $4K | Put options by funds: $1K

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 6971 (+2)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0.97% less ownership

Funds ownership: 45.07%44.1% (-0.97%)

28% less capital invested

Capital invested by funds: $46.4M → $33.2M (-$13.2M)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
24
Closed
6
Calls
$4K
Puts
$1K
Net Calls
+$3K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$9.04M -$939K -606,072 -9%
BlackRock
2
BlackRock
New York
$4.89M -$53.5K -34,547 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.84M -$257K -165,929 -8%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.64M +$398K +256,700 +31%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$1.48M +$731K +471,646 +91%
NAMA
6
Nikko Asset Management Americas
New York
$1.46M -$164K -106,051 -10%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$1.46M -$164K -106,051 -10%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$1.22M +$753K +485,822 +145%
Citadel Advisors
9
Citadel Advisors
Florida
$756K +$117K +75,392 +17%
SOMRS
10
State of Michigan Retirement System
Michigan
$736K +$77.5K +50,000 +11%
WSCM
11
Wellington Shields Capital Management
New York
$651K -$63.4K -40,900 -9%
GCP
12
GSA Capital Partners
United Kingdom
$626K +$38K +24,498 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$589K +$8.23K +5,313 +1%
BC
14
Bruce & Co
Illinois
$447K
WSC
15
Wellington Shields & Co
New York
$438K
Man Group
16
Man Group
United Kingdom
$435K +$365K +235,629 +417%
Millennium Management
17
Millennium Management
New York
$348K -$51.4K -33,160 -12%
HCM
18
Howland Capital Management
Massachusetts
$315K +$261K +168,274 +393%
LPL Financial
19
LPL Financial
California
$314K +$28K +18,075 +9%
Marshall Wace
20
Marshall Wace
United Kingdom
$314K +$91.7K +59,221 +39%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$270K -$440K -283,947 -61%
BCM
22
Bridgeway Capital Management
Texas
$202K +$9.45K +6,100 +5%
State Street
23
State Street
Massachusetts
$194K
XT
24
XTX Topco
Cayman Islands
$193K +$15.7K +10,153 +9%
Morgan Stanley
25
Morgan Stanley
New York
$179K -$196K -126,838 -51%

PSNL Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q1 2024, worth a combined $33.2M — down 28% from $46.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSNL positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $753K. The largest seller was ARK Investment Management, cutting an estimated $939K.

  • 71 institutional investors held Personalis (PSNL) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $33.2M of Personalis stock for Q1 2024, down 28% quarter-over-quarter.
  • 8 funds opened new Personalis positions in Q1 2024 and 6 closed out, a net change of +2 holders.
  • The largest Personalis buyer in Q1 2024 was Jacobs Levy Equity Management, an estimated $753K added.
  • The largest Personalis seller in Q1 2024 was ARK Investment Management, an estimated $939K sold.

Based on aggregated 13F filings for Q1 2024.