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Personalis (PSNL) Institutional Ownership

$3.45
+0.59 (+20.63%)
(As of 07/26/2024 ET)

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

Current
Institutional Ownership
Percentage
61.91%
Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$5.08M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.25M
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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
7/26/2024ARK 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%
5/16/2024Jacobs Levy Equity Management Inc.821,657$1.22M0.0%+144.7%1.582%
5/15/2024Public Employees Retirement System of Ohio19,700$29K0.0%N/A0.038%
5/15/2024Price T Rowe Associates Inc. MD95,000$142K0.0%+58.1%0.183%
5/10/2024Acadian Asset Management LLC991,828$1.48M0.0%+90.7%1.964%
5/10/2024Vanguard Group Inc.1,904,165$2.84M0.0%-8.0%3.770%
5/4/2024Howland Capital Management LLC211,118$315K0.0%+392.8%0.418%
5/3/2024Wellington Shields Capital Management LLC436,931$651K0.1%-8.6%0.865%
5/3/2024GSA Capital Partners LLP420,141$626K0.0%+6.2%0.832%
5/3/2024Nikko 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%
4/18/2024State of Michigan Retirement System493,798$736K0.0%+11.3%0.978%
3/25/2024Quadrature Capital Ltd73,001$152K0.0%N/A0.145%
2/12/2024Bruce & Co. Inc.300,000$630K0.2%+100.0%0.612%
1/17/2024ARK Investment Management LLC6,671,545$14.01M0.1%+16.6%13.607%
1/5/2024Green Alpha Advisors LLC119,305$251K0.2%-6.2%0.243%
11/13/2023Acadian Asset Management LLC375,137$452K0.0%-25.4%0.765%
11/9/2023Prime Capital Investment Advisors LLC29,409$36K0.0%N/A0.061%
11/8/2023Pathstone Family Office LLC37,081$45K0.0%+149.3%0.076%
10/18/2023ARK Investment Management LLC5,719,427$6.92M0.1%-0.3%11.788%
10/17/2023Howland Capital Management LLC37,844$46K0.0%+87.3%0.078%
10/10/2023Green Alpha Advisors LLC127,164$154K0.1%+154.8%0.262%
9/21/2023Barclays PLC45,024$85K0.0%-40.4%0.093%
8/14/2023Board of Trustees of The Leland Stanford Junior University25,262$47K0.0%+100.0%0.052%
8/7/2023Acadian Asset Management LLC502,896$944K0.0%-22.3%1.075%
7/31/2023LPL 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%
7/10/2023ARK Investment Management LLC5,736,163$10.78M0.1%-0.8%12.262%
7/6/2023Green Alpha Advisors LLC49,909$94K0.1%-29.2%0.107%
5/16/2023Board of Trustees of The Leland Stanford Junior University12,631$35K0.0%-50.0%0.027%
5/12/2023Bruce & Co. Inc.150,000$414K0.1%+200.0%0.321%
5/11/2023Wellington Shields Capital Management LLC882,938$2.44M0.3%+2.3%1.887%
5/11/2023Acadian Asset Management LLC647,224$1.79M0.0%+20.1%1.383%
5/3/2023Nikko 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%
4/17/2023ARK Investment Management LLC5,780,364$15.95M0.1%+5.1%12.359%
4/6/2023Green Alpha Advisors LLC70,526$195K0.1%+5.9%0.151%
2/16/2023Wellington Shields & Co. LLC1,013,313$2.01M0.5%+9.4%2.204%
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2/16/2023Wellington Shields Capital Management LLC863,138$1.71M0.2%-11.5%1.878%
2/15/2023B. Riley Asset Management LLC125,670$249K0.1%N/A0.273%
2/13/2023Nikko Asset Management Americas Inc.889,870$1.76M0.0%-6.3%1.936%
2/13/2023GSA Capital Partners LLP156,574$310K0.0%+3.9%0.341%
2/10/2023Connor Clark & Lunn Investment Management Ltd.22,979$45K0.0%-64.3%0.050%
2/8/2023Russell Investments Group Ltd.24,870$49K0.0%+121.5%0.054%
2/1/2023Bank 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%
1/24/2023ARK Investment Management LLC5,500,400$10.89M0.1%+1.0%11.965%
11/15/2022Caxton Associates LP86,194$256K0.0%+103.4%0.188%
11/14/2022Gabelli Funds LLC72,200$214K0.0%-20.7%0.157%
11/14/2022Tudor Investment Corp Et Al90,642$269K0.0%+468.1%0.197%
11/10/2022Gabelli Funds LLC72,200$214K0.0%-20.7%0.157%
11/10/2022Connor Clark & Lunn Investment Management Ltd.64,435$191K0.0%+161.2%0.140%
11/3/2022Barclays 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%
10/17/2022ARK Investment Management LLC5,446,512$16.18M0.1%+1.8%11.861%
10/17/2022Howland Capital Management LLC20,200$60K0.0%N/A0.044%
10/14/2022Green Alpha Advisors LLC65,639$195K0.2%-33.8%0.143%
8/15/2022Laurion Capital Management LP12,938$45K0.0%N/A0.028%
8/15/2022Wellington Shields Capital Management LLC950,365$3.28M0.4%+4.5%2.070%
8/12/2022Wellington Shields & Co. LLC926,366$3.20M0.8%+0.6%2.017%
8/11/2022JPMorgan Chase & Co.3,859,746$13.32M0.0%-9.2%8.405%
8/5/2022Connor Clark & Lunn Investment Management Ltd.24,669$85K0.0%N/A0.054%
8/4/2022Nikko Asset Management Americas Inc.957,385$3.08M0.0%-4.4%2.106%
7/26/2022 Sumitomo Mitsui Trust Holdings Inc.957,385$3.30M0.0%-4.4%2.106%
7/11/2022ARK Investment Management LLC5,347,820$21.18M0.1%+3.1%11.767%
7/8/2022Green Alpha Advisors LLC99,118$342K0.1%+191.1%0.218%
6/30/2022Amalgamated Bank4,482$37K0.0%N/A0.010%
6/2/2022Mirae Asset Global Investments Co. Ltd.116,685$955K0.0%-12.3%0.257%
5/17/2022Harvest Management LLC10,000$82K0.1%N/A0.022%
5/12/2022Shelton Capital Management43,924$360K0.0%-54.7%0.097%
5/12/2022Wellington Shields Capital Management LLC909,865$7.45M0.8%-1.4%2.002%
5/11/2022JPMorgan Chase & Co.4,250,205$34.81M0.0%-0.7%9.352%
5/11/2022GSA Capital Partners LLP100,251$821K0.1%+12.5%0.221%
5/10/2022Mirae Asset Global Investments Co. Ltd.116,685$955K0.0%-12.3%0.258%
5/9/2022Qube Research & Technologies Ltd17,668$145K0.0%N/A0.039%
5/6/2022Los Angeles Capital Management LLC126,602$1.04M0.0%N/A0.280%
5/6/2022Monarch Partners Asset Management LLC247,958$2.03M0.5%+30.4%0.549%
5/6/2022Nikko Asset Management Americas Inc.1,001,424$7.53M0.1%-7.3%2.216%
5/5/2022New York State Common Retirement Fund19,922$163K0.0%-22.5%0.044%
5/5/2022Russell Investments Group Ltd.14,899$121K0.0%N/A0.033%
5/4/2022Versor Investments LP11,244$92K0.0%N/A0.025%
4/29/2022 SG Americas Securities LLC29,346$240K0.0%+191.9%0.065%
4/27/2022 Sumitomo Mitsui Trust Holdings Inc.1,001,424$8.20M0.0%-7.3%2.216%
4/21/2022Zurcher Kantonalbank Zurich Cantonalbank12,908$106K0.0%-11.3%0.029%
4/19/2022Green Alpha Advisors LLC34,045$279K0.2%+12.5%0.075%
4/19/2022ARK Investment Management LLC5,184,784$42.46M0.2%+6.1%11.475%
2/15/2022Wellington Shields Capital Management LLC922,990$13.17M1.7%+1.3%2.061%
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2/15/2022Marshall Wace LLP761,325$10.86M0.0%-41.1%1.700%
2/15/2022Cinctive Capital Management LP40,000$571K0.0%N/A0.089%
2/14/2022PDT Partners LLC18,463$263K0.0%-41.1%0.041%
2/14/2022Point72 Asset Management L.P.201,713$2.88M0.0%+25.4%0.450%
2/14/2022GSA Capital Partners LLP89,140$1.27M0.2%+80.6%0.199%
2/10/2022Candriam Luxembourg S.C.A.352,500$5.03M0.0%+3.1%0.787%
2/10/2022JPMorgan Chase & Co.4,280,383$61.08M0.0%-1.7%9.558%
2/10/2022Panagora Asset Management Inc.54,903$783K0.0%+126.5%0.123%
2/9/2022BNP Paribas Arbitrage SA56,825$811K0.0%+527.4%0.127%
2/9/2022Allegheny Financial Group LTD10,233$146K0.1%N/A0.023%
(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, 32 institutional investors and hedge funds held shares of Personalis. The most heavily invested institutionals were JPMorgan Chase & Co. ($13.32M), ARK Investment Management LLC ($7.44M), Vanguard Group Inc. ($2.84M), Wellington Shields & Co. LLC ($2.01M), Acadian Asset Management LLC ($1.48M), Nikko Asset Management Americas Inc. ($1.46M), and Jacobs Levy Equity Management Inc. ($1.22M).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 29 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 ($1.68M), Acadian Asset Management LLC ($580.01K), Jacobs Levy Equity Management Inc. ($485.82K), Bruce & Co. Inc. ($250K), Howland Capital Management LLC ($206.12K), Sumitomo Mitsui Trust Holdings Inc. ($193.82K), and Bank of Montreal Can ($139.80K).

How much institutional buying is happening at Personalis?

Institutional investors have bought a total of 4,637,486 shares in the last 24 months. This purchase volume represents approximately $9.42M in transactions.

Which Personalis major shareholders have been selling company stock?

Of the 12 institutional investors that sold Personalis stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($390.46K), Acadian Asset Management LLC ($272.09K), Sumitomo Mitsui Trust Holdings Inc. ($265.78K), Nikko Asset Management Americas Inc. ($210.32K), Vanguard Group Inc. ($165.93K), Wellington Shields Capital Management LLC ($153.13K), and Green Alpha Advisors LLC ($61.96K).

How much institutional selling is happening at Personalis?

Institutional investors have sold a total of 1,702,936 shares in the last 24 months. This volume of shares sold represents approximately $3.68M in transactions.


This page (NASDAQ:PSNL) was last updated on 7/27/2024 by MarketBeat.com Staff

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