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Personalis (PSNL) Institutional Ownership

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$3.46 -0.23 (-6.23%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Personalis (NASDAQ:PSNL)

Current
Institutional Ownership
Percentage
61.91%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$12.45M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$5.26M
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PSNL Institutional Buying and Selling by Quarter

Personalis Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC65,468$352K0.0%+45.4%0.093%
11/16/2024 Geode Capital Management LLC498,470$2.68M0.0%+20.0%0.939%
11/15/2024 Barclays PLC65,468$352K0.0%+45.4%0.123%
11/15/2024 Jane Street Group LLC164,281$884K0.0%+154.3%0.309%
11/15/2024 State Street Corp175,142$942K0.0%+34.5%0.330%
11/15/2024 Stifel Financial Corp20,000$108K0.0%-33.3%0.038%
11/15/2024 Jacobs Levy Equity Management Inc.405,670$2.18M0.0%-44.8%0.764%
11/15/2024 Centiva Capital LP70,614$380K0.0%N/A0.133%
11/14/2024 Walleye Capital LLC166,788$897K0.0%N/A0.314%
11/13/2024 Quantbot Technologies LP38,958$210K0.0%N/A0.073%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.108,788$585K0.0%+98.4%0.205%
11/5/2024 Sumitomo Mitsui Trust Group Inc.792,608$4.26M0.0%-10.5%1.493%
11/5/2024 GSA Capital Partners LLP124,082$668K0.1%-70.9%0.234%
10/31/2024 ARK Investment Management LLC7,085,523$38.12M0.3%+11.4%13.642%
10/24/2024 Semanteon Capital Management LP69,631$375K0.3%N/A0.131%
10/22/2024 International Assets Investment Management LLC20,982$113K0.0%+438.0%0.040%
10/16/2024 nVerses Capital LLC7,400$40K0.0%N/A0.014%
10/16/2024 IQ EQ FUND MANAGEMENT IRELAND Ltd15,103$81K0.0%+42.5%0.029%
10/7/2024 Green Alpha Advisors LLC65,511$352K0.3%-39.7%0.123%
8/14/2024 Marshall Wace LLP109,852$129K0.0%-47.9%0.207%
8/12/2024 XTX Topco Ltd28,912$34K0.0%-77.7%0.056%
8/9/2024 Renaissance Technologies LLC1,029,311$1.20M0.0%-6.2%1.982%
8/9/2024 Dimensional Fund Advisors LP75,373$88K0.0%-11.9%0.145%
8/6/2024 Acadian Asset Management LLC1,057,956$1.24M0.0%+6.7%2.037%
7/26/2024 ARK Investment Management LLC6,361,886$7.44M0.1%+4.9%12.249%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.885,417$1.04M0.0%-9.4%1.705%
5/20/2024Virtu Financial LLC27,664$41K0.0%N/A0.053%
5/16/2024 Jacobs Levy Equity Management Inc.821,657$1.22M0.0%+144.7%1.582%
5/15/2024 Public Employees Retirement System of Ohio19,700$29K0.0%N/A0.038%
5/15/2024 Price T Rowe Associates Inc. MD95,000$142K0.0%+58.1%0.183%
5/10/2024 Acadian Asset Management LLC991,828$1.48M0.0%+90.7%1.964%
5/10/2024 Vanguard Group Inc.1,904,165$2.84M0.0%-8.0%3.770%
5/4/2024 Howland Capital Management LLC211,118$315K0.0%+392.8%0.418%
5/3/2024 Wellington Shields Capital Management LLC436,931$651K0.1%-8.6%0.865%
5/3/2024 GSA Capital Partners LLP420,141$626K0.0%+6.2%0.832%
5/3/2024 Nikko Asset Management Americas Inc.977,634$1.46M0.0%-9.8%1.936%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.977,634$1.46M0.0%-9.8%1.936%
4/18/2024 State of Michigan Retirement System493,798$736K0.0%+11.3%0.978%
3/25/2024 Quadrature Capital Ltd73,001$152K0.0%N/A0.145%
2/12/2024 Bruce & Co. Inc.300,000$630K0.2%+100.0%0.612%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

1/17/2024 ARK Investment Management LLC6,671,545$14.01M0.1%+16.6%13.607%
1/5/2024 Green Alpha Advisors LLC119,305$251K0.2%-6.2%0.243%
11/13/2023 Acadian Asset Management LLC375,137$452K0.0%-25.4%0.765%
11/9/2023 Prime Capital Investment Advisors LLC29,409$36K0.0%N/A0.061%
11/8/2023Pathstone Family Office LLC37,081$45K0.0%+149.3%0.076%
10/18/2023 ARK Investment Management LLC5,719,427$6.92M0.1%-0.3%11.788%
10/17/2023 Howland Capital Management LLC37,844$46K0.0%+87.3%0.078%
10/10/2023 Green Alpha Advisors LLC127,164$154K0.1%+154.8%0.262%
9/21/2023 Barclays PLC45,024$85K0.0%-40.4%0.093%
8/14/2023 Board of Trustees of The Leland Stanford Junior University25,262$47K0.0%+100.0%0.052%
8/7/2023 Acadian Asset Management LLC502,896$944K0.0%-22.3%1.075%
7/31/2023 LPL Financial LLC200,581$377K0.0%+9.4%0.429%
7/31/2023 Sumitomo Mitsui Trust Holdings Inc.1,083,685$2.04M0.0%+6.4%2.317%
7/10/2023 ARK Investment Management LLC5,736,163$10.78M0.1%-0.8%12.262%
7/6/2023 Green Alpha Advisors LLC49,909$94K0.1%-29.2%0.107%
5/16/2023 Board of Trustees of The Leland Stanford Junior University12,631$35K0.0%-50.0%0.027%
5/12/2023 Bruce & Co. Inc.150,000$414K0.1%+200.0%0.321%
5/11/2023 Wellington Shields Capital Management LLC882,938$2.44M0.3%+2.3%1.887%
5/11/2023 Acadian Asset Management LLC647,224$1.79M0.0%+20.1%1.383%
5/3/2023 Nikko Asset Management Americas Inc.1,018,713$2.75M0.0%+14.5%2.178%
4/27/2023 Sumitomo Mitsui Trust Holdings Inc.1,018,713$2.81M0.0%+14.5%2.178%
4/17/2023 ARK Investment Management LLC5,780,364$15.95M0.1%+5.1%12.359%
4/6/2023 Green Alpha Advisors LLC70,526$195K0.1%+5.9%0.151%
2/16/2023 Wellington Shields & Co. LLC1,013,313$2.01M0.5%+9.4%2.204%
2/16/2023 Wellington Shields Capital Management LLC863,138$1.71M0.2%-11.5%1.878%
2/15/2023 B. Riley Asset Management LLC125,670$249K0.1%N/A0.273%
2/13/2023 Nikko Asset Management Americas Inc.889,870$1.76M0.0%-6.3%1.936%
2/13/2023 GSA Capital Partners LLP156,574$310K0.0%+3.9%0.341%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.22,979$45K0.0%-64.3%0.050%
2/8/2023 Russell Investments Group Ltd.24,870$49K0.0%+121.5%0.054%
2/1/2023 Bank of Montreal Can139,800$278K0.0%N/A0.304%
1/30/2023 Sumitomo Mitsui Trust Holdings Inc.889,870$1.76M0.0%-6.3%1.936%
1/24/2023 ARK Investment Management LLC5,500,400$10.89M0.1%+1.0%11.965%
11/15/2022 Caxton Associates LP86,194$256K0.0%+103.4%0.188%
11/14/2022 Gabelli Funds LLC72,200$214K0.0%-20.7%0.157%
11/14/2022 Tudor Investment Corp Et Al90,642$269K0.0%+468.1%0.197%
11/10/2022 Gabelli Funds LLC72,200$214K0.0%-20.7%0.157%
11/10/2022 Connor Clark & Lunn Investment Management Ltd.64,435$191K0.0%+161.2%0.140%
11/3/2022 Barclays PLC41,317$123K0.0%+53.0%0.090%
10/31/2022Monarch Partners Asset Management LLC319,063$948K0.3%+28.7%0.695%
10/21/2022 Sumitomo Mitsui Trust Holdings Inc.950,101$2.82M0.0%-0.8%2.069%
10/17/2022 ARK Investment Management LLC5,446,512$16.18M0.1%+1.8%11.861%
10/17/2022 Howland Capital Management LLC20,200$60K0.0%N/A0.044%
10/14/2022 Green Alpha Advisors LLC65,639$195K0.2%-33.8%0.143%
8/15/2022 Laurion Capital Management LP12,938$45K0.0%N/A0.028%
8/15/2022 Wellington Shields Capital Management LLC950,365$3.28M0.4%+4.5%2.070%
8/12/2022 Wellington Shields & Co. LLC926,366$3.20M0.8%+0.6%2.017%
8/11/2022 JPMorgan Chase & Co.3,859,746$13.32M0.0%-9.2%8.405%
8/5/2022 Connor Clark & Lunn Investment Management Ltd.24,669$85K0.0%N/A0.054%
8/4/2022 Nikko Asset Management Americas Inc.957,385$3.08M0.0%-4.4%2.106%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

7/26/2022 Sumitomo Mitsui Trust Holdings Inc.957,385$3.30M0.0%-4.4%2.106%
7/11/2022 ARK Investment Management LLC5,347,820$21.18M0.1%+3.1%11.767%
7/8/2022 Green Alpha Advisors LLC99,118$342K0.1%+191.1%0.218%
6/30/2022 Amalgamated Bank4,482$37K0.0%N/A0.010%
6/2/2022 Mirae Asset Global Investments Co. Ltd.116,685$955K0.0%-12.3%0.257%
5/17/2022 Harvest Management LLC10,000$82K0.1%N/A0.022%
5/12/2022 Shelton Capital Management43,924$360K0.0%-54.7%0.097%
5/12/2022 Wellington Shields Capital Management LLC909,865$7.45M0.8%-1.4%2.002%
5/11/2022 JPMorgan Chase & Co.4,250,205$34.81M0.0%-0.7%9.352%
5/11/2022 GSA Capital Partners LLP100,251$821K0.1%+12.5%0.221%
(Data available from 1/1/2016 forward)

PSNL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSNL shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Personalis. The most heavily invested institutionals were ARK Investment Management LLC ($38.12M), Sumitomo Mitsui Trust Group Inc. ($4.26M), Vanguard Group Inc. ($2.84M), Geode Capital Management LLC ($2.68M), Jacobs Levy Equity Management Inc. ($2.18M), Wellington Shields & Co. LLC ($2.01M), and Nikko Asset Management Americas Inc. ($1.46M).Learn more on PSNL's institutional investors.

What percentage of Personalis stock is owned by institutional investors?

61.91% of Personalis stock is owned by institutional investors. Learn more on PSNL's institutional investor holdings.

Which institutional investors have been buying Personalis stock?

Of the 35 institutional investors that purchased Personalis stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ARK Investment Management LLC ($2.31M), Acadian Asset Management LLC ($646.13K), Jacobs Levy Equity Management Inc. ($485.82K), Bruce & Co. Inc. ($250K), Sumitomo Mitsui Trust Holdings Inc. ($193.82K), Howland Capital Management LLC ($185.92K), and Walleye Capital LLC ($166.79K).

How much institutional buying is happening at Personalis?

Institutional investors have bought a total of 5,678,137 shares in the last 24 months. This purchase volume represents approximately $15.77M in transactions.

Which Personalis major shareholders have been selling company stock?

Of the 18 institutional investors that sold Personalis stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jacobs Levy Equity Management Inc. ($329.34K), GSA Capital Partners LLP ($302.79K), Acadian Asset Management LLC ($272.09K), Sumitomo Mitsui Trust Holdings Inc. ($258.50K), Nikko Asset Management Americas Inc. ($166.28K), Vanguard Group Inc. ($165.93K), and Wellington Shields Capital Management LLC ($153.13K).

How much institutional selling is happening at Personalis?

Institutional investors have sold a total of 2,248,064 shares in the last 24 months. This volume of shares sold represents approximately $6.47M in transactions.



This page (NASDAQ:PSNL) was last updated on 11/21/2024 by MarketBeat.com Staff
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