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Personalis

69 hedge funds and large institutions have $25.7M invested in Personalis in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.83% less ownership

Funds ownership: 44.1%42.27% (-1.8%)

3% less funds holding

Funds holding: 7169 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

23% less capital invested

Capital invested by funds: $33.2M → $25.7M (-$7.49M)

59% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 29

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
29
Closed
9
Calls
$35K
Puts
Net Calls
+$35K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$7.44M +$407K +296,413 +5%
BlackRock
2
BlackRock
New York
$3.85M +$15.6K +11,392 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.23M
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.24M +$90.7K +66,128 +7%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.2M -$93.6K -68,200 -6%
NAMA
6
Nikko Asset Management Americas
New York
$1.04M -$127K -92,217 -9%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$1.04M -$127K -92,217 -9%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$860K -$119K -86,652 -11%
SOMRS
9
State of Michigan Retirement System
Michigan
$578K
WSCM
10
Wellington Shields Capital Management
New York
$511K
GCP
11
GSA Capital Partners
United Kingdom
$499K +$9.24K +6,735 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$486K +$28K +20,380 +5%
Citadel Advisors
13
Citadel Advisors
Florida
$416K -$209K -152,296 -30%
BC
14
Bruce & Co
Illinois
$351K
WSC
15
Wellington Shields & Co
New York
$342K -$2.21K -1,608 -0.5%
HCM
16
Howland Capital Management
Massachusetts
$307K +$70.6K +51,490 +24%
PCM
17
Perkins Capital Management
Minnesota
$301K +$353K +257,307 New
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$229K +$19.3K +14,057 +8%
LPL Financial
19
LPL Financial
California
$224K -$27.2K -19,800 -9%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$162K +$166K +121,256 +701%
BCM
21
Bridgeway Capital Management
Texas
$159K
State Street
22
State Street
Massachusetts
$152K
Morgan Stanley
23
Morgan Stanley
New York
$148K +$8.97K +6,540 +5%
Millennium Management
24
Millennium Management
New York
$141K -$155K -112,873 -48%
Marshall Wace
25
Marshall Wace
United Kingdom
$129K -$139K -101,050 -48%

PSNL Hedge Fund Activity: Q2 2024 in Review

69 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q2 2024, worth a combined $25.7M — down 23% from $33.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PSNL and 7 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 12 added.

The largest buyer was ARK Investment Management, adding an estimated $407K. The largest seller was Man Group, cutting an estimated $260K.

  • 69 institutional investors held Personalis (PSNL) as of Q2 2024, down from 71 in Q1 2024.
  • Funds reported $25.7M of Personalis stock for Q2 2024, down 23% quarter-over-quarter.
  • 7 funds opened new Personalis positions in Q2 2024 and 9 closed out, a net change of -2 holders.
  • The largest Personalis buyer in Q2 2024 was ARK Investment Management, an estimated $407K added.
  • The largest Personalis seller in Q2 2024 was Man Group, an estimated $260K sold.

Based on aggregated 13F filings for Q2 2024.