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
AIM
1
ARK Investment Management
Florida
$14M +$1.23M +952,118 +17%
BlackRock
2
BlackRock
New York
$6.96M -$18.9K -14,610 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.35M +$5.8K +4,493 +0.2%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$2.28M – – –
NAMA
5
Nikko Asset Management Americas
New York
$2.25M – – –
Renaissance Technologies
6
Renaissance Technologies
New York
$1.77M +$373K +288,336 +52%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$1.09M +$187K +145,045 +39%
WSCM
8
Wellington Shields Capital Management
New York
$1M -$232K -179,906 -27%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$977K +$102K +78,901 +20%
SOMRS
10
State of Michigan Retirement System
Michigan
$932K – – –
Citadel Advisors
11
Citadel Advisors
Florida
$908K +$400K +309,839 +253%
GCP
12
GSA Capital Partners
United Kingdom
$831K +$334K +258,285 +188%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$819K +$23K +17,811 +5%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$705K -$141K -109,068 -25%
PHAM
15
Pacific Heights Asset Management
California
$651K – – –
BC
16
Bruce & Co
Illinois
$630K +$194K +150,000 +100%
WSC
17
Wellington Shields & Co
New York
$618K -$401K -310,170 -51%
Millennium Management
18
Millennium Management
New York
$560K +$196K +152,003 +132%
Morgan Stanley
19
Morgan Stanley
New York
$518K +$180K +139,454 +130%
LPL Financial
20
LPL Financial
California
$405K -$1.53K -1,186 -0.6%
Marshall Wace
21
Marshall Wace
United Kingdom
$319K +$196K +151,681 New
State Street
22
State Street
Massachusetts
$274K – – –
BCM
23
Bridgeway Capital Management
Texas
$272K -$32.3K -25,000 -16%
XT
24
XTX Topco
Cayman Islands
$251K +$154K +119,405 New
GAA
25
Green Alpha Advisors
Colorado
$251K -$10.2K -7,859 -6%
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.