We are live on ! Find out more
PSNL icon

Personalis
PSNL

69 hedge funds and large institutions have $46.4M invested in Personalis in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

55% more capital invested

Capital invested by funds: $30M → $46.4M (+$16.4M)

11% more funds holding

Funds holding: 62 → 69 (+7)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

5.8% less ownership

Funds ownership: 50.87% → 45.07% (-5.8%)

Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
20
Reduced
18
Closed
7
Calls
$21K
Puts
–
Net Calls
+$21K
Net Calls Change
+$22K

Top Buyers

Rank Fund Capital Flow
1
AIM
ARK Investment Management
Florida
+$1.23M
2
Citadel Advisors
Citadel Advisors
Florida
+$400K
3
Renaissance Technologies
Renaissance Technologies
New York
+$373K
4
GCP
GSA Capital Partners
United Kingdom
+$334K
5
Millennium Management
Millennium Management
New York
+$196K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$4.57M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$1.51M
3
WSC
Wellington Shields & Co
New York
-$401K
4
WSCM
Wellington Shields Capital Management
New York
-$232K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$142K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
76
WR Wealth Planners
Missouri
– -$1.45K -1,200 Closed
1 2 3
4

PSNL Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q4 2023, worth a combined $46.4M — up 55% from $30M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PSNL positions and 7 closed out — a net gain of 8 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $1.23M. The largest seller was JP Morgan Chase, cutting an estimated $4.57M.

  • 69 institutional investors held Personalis (PSNL) as of Q4 2023, up from 62 in Q3 2023.
  • Funds reported $46.4M of Personalis stock for Q4 2023, up 55% quarter-over-quarter.
  • 15 funds opened new Personalis positions in Q4 2023 and 7 closed out, a net change of +8 holders.
  • The largest Personalis buyer in Q4 2023 was ARK Investment Management, an estimated $1.23M added.
  • The largest Personalis seller in Q4 2023 was JP Morgan Chase, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2023.