Personalis Inc (PSNL) Ownership

1.25 ↓0.05 (-3.85%)

As of April 25, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

ARK Investment Management LLC is the biggest individual institutional holder of Personalis Inc (PSNL), owning a total of 6.7 million shares. Combined, the top 33 institutional holders of PSNL own 57.27% of the company with a total of 28.6 million shares.

In the latest ownership report on December 31st 2023, the top 33 institutional holders increased their combined ownership of PSNL by 1.6 million shares. 9 institutions bought 2,111,368 total additional shares and increased their ownership by an average of 94.73%. However 4 institutions sold 500,672 total shares and decreased their ownership by an average of 19.72%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Personalis increased by a net total of 1,610,696 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ARK Investment Management LLC	13.210%	16.647%	6,671,545	952,118	2023-12-31
BlackRock Inc	6.564%	-0.439%	3,315,268	-14,610	2023-12-31
Vanguard Group Inc	4.099%	0.218%	2,070,094	4,493	2023-12-31
Sumitomo Mitsui Trust Holdings Inc	2.146%	0.000%	1,083,685	0	2023-12-31
Nikko Asset Management Americas Inc	2.146%	0.000%	1,083,685	0	2023-12-31
Renaissance Technologies Corp	1.665%	52.190%	840,811	288,336	2023-12-31
Acadian Asset Management LLC	1.030%	38.665%	520,182	145,045	2023-12-31
Wellington Shields Capital Mgmt LLC	0.946%	-27.352%	477,831	-179,906	2023-12-31
State Treasurer State Of Michigan	0.879%	0.000%	443,798	0	2023-12-31
GSA Capital Partners LLP	0.783%	188.038%	395,643	258,285	2023-12-31
Geode Capital Management, LLC	0.772%	4.789%	389,709	17,811	2023-12-31
Pacific Heights Asset Management, LLC	0.614%	0.000%	310,000	0	2023-12-31
Bruce & Co Inc	0.594%	100.000%	300,000	150,000	2023-12-31
Wellington Shields & Co., LLC	0.593%	-50.469%	299,297	-304,970	2023-12-31
Millennium Management LLC	0.529%	132.298%	266,897	152,003	2023-12-31
LPL Financial Corp	0.382%	-0.611%	192,953	-1,186	2023-12-31
Goldman Sachs Group Inc	0.372%	319.736%	188,088	143,277	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ARK Investment Management LLC	13.210%	16.647%	6,671,545	952,118	2023-12-31
JPMorgan Chase & Co	7.212%	-1.402%	3,536,117	-50,277	2023-09-30
BlackRock Inc	6.564%	-0.439%	3,315,268	-14,610	2023-12-31
Vanguard Group Inc	4.099%	0.218%	2,070,094	4,493	2023-12-31
Alyeska Investment Group, L.P.	2.467%	0.000%	1,245,668	0	2023-09-30
Sumitomo Mitsui Trust Holdings Inc	2.146%	0.000%	1,083,685	0	2023-12-31
Nikko Asset Management Americas Inc	2.146%	0.000%	1,083,685	0	2023-12-31
Balyasny Asset Management LLC	2.071%	0.000%	1,004,610	1,004,610	2023-03-31
Renaissance Technologies Corp	1.665%	52.190%	840,811	288,336	2023-12-31
Fred Alger Management, LLC	1.205%	179.595%	584,779	375,627	2023-06-30
Acadian Asset Management LLC	1.030%	38.665%	520,182	145,045	2023-12-31
Wellington Shields Capital Mgmt LLC	0.946%	-27.352%	477,831	-179,906	2023-12-31
Jacobs Levy Equity Management, Inc.	0.881%	-12.345%	444,903	-62,658	2023-09-30
State Treasurer State Of Michigan	0.879%	0.000%	443,798	0	2023-12-31
GSA Capital Partners LLP	0.783%	188.038%	395,643	258,285	2023-12-31
Two Sigma Investments LLC	0.851%	52.717%	391,344	135,090	2022-06-30
Geode Capital Management, LLC	0.772%	4.789%	389,709	17,811	2023-12-31
D. E. Shaw & Co LP	0.765%	-7.499%	386,341	-31,321	2023-09-30
Monarch Partners Asset Management LLC	0.687%	0.734%	321,406	2,343	2022-12-31
Pacific Heights Asset Mgmt, LLC	0.674%	0.000%	310,000	0	2022-09-30
Pacific Heights Asset Management, LLC	0.614%	0.000%	310,000	0	2023-12-31
Bruce & Co Inc	0.594%	100.000%	300,000	150,000	2023-12-31
Wellington Shields & Co., LLC	0.593%	-50.469%	299,297	-304,970	2023-12-31
Man Group PLC	0.555%	156.038%	269,311	164,127	2023-06-30
Millennium Management LLC	0.529%	132.298%	266,897	152,003	2023-12-31
UBS Group AG	0.544%	1.079%	264,080	2,820	2023-03-31
Two Sigma Advisers, LLC	0.461%	-23.098%	223,400	-67,100	2023-03-31
Marshall Wace Asset Management Ltd	0.474%	-49.300%	221,823	-215,698	2022-12-31
Dimensional Fund Advisors, Inc.	0.443%	-33.838%	217,338	-111,155	2023-09-30
LPL Financial Corp	0.382%	-0.611%	192,953	-1,186	2023-12-31
Goldman Sachs Group Inc	0.372%	319.736%	188,088	143,277	2023-12-31
Citadel Advisors Llc	0.337%	-24.591%	165,018	-53,813	2023-06-30
Bridgeway Capital Management, LLC	0.315%	0.000%	154,500	0	2023-09-30

Mutual Fund Ownership

ARK Genomic Revolution is the biggest individual fund holder of Personalis Inc (PSNL), owning a total of 6 million shares. Combined, the top 45 mutual fund holders of PSNL own 50.47% of the company with a total of 25.1 million shares.

In the latest ownership report on March 31st 2024, the top 45 fund holders increased their combined ownership of PSNL by 602 thousand shares. 2 funds bought 4,150 total additional shares and increased their ownership by an average of 1.27%. However 1 funds sold 606,197 total shares and decreased their ownership by an average of 9.17%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Personalis decreased by a net total of -602,047 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ARK Genomic Revolution	11.893%	-9.167%	6,006,369	-606,197	2024-03-31
Blackrock Russell 2000 Alpha Tilts Fd A	0.335%	2.502%	169,025	4,125	2024-03-31
BlackRock Extended Equity Market K	0.137%	0.036%	69,229	25	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ARK Genomic Revolution	11.893%	-9.167%	6,006,369	-606,197	2024-03-31
ARK Genomic Revolution ETF	11.838%	0.829%	5,978,857	49,142	2024-03-28
JPMorgan Small Cap Growth A	3.135%	-0.326%	1,536,873	-5,028	2023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.835%	0.365%	1,375,373	5,000	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.404%	-11.733%	1,213,997	-161,376	2024-02-29
Nikko Gbl All Biological Genome Eq MF	1.904%	-8.089%	923,980	-81,313	2022-12-07
JPM Global Healthcare C (acc) USD	1.795%	-0.636%	879,845	-5,632	2023-10-31
BlackRock Advantage Small Cap Core Instl	1.342%	-0.280%	677,851	-1,902	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.068%	0.000%	539,279	0	2024-02-29
Vanguard Extended Market Index Investor	1.102%	0.000%	534,786	0	2023-08-31
ACATIS Datini Valueflex Fonds A	1.020%	0.000%	500,000	0	2023-12-31
Alger Small Cap Growth B	0.647%	0.000%	314,078	0	2023-07-31
Bruce	0.594%	100.000%	300,000	150,000	2023-12-31
Permanent Portfolio Permanent I	0.612%	0.000%	300,000	0	2023-12-31
iShares Biotechnology ETF	0.628%	-0.153%	288,458	-442	2022-11-30
JPMorgan Small Cap Blend A	0.552%	0.000%	270,794	0	2023-10-31
Black Diamond Distressed Opportunities F	0.569%	0.000%	266,035	266,035	2022-11-30
Fidelity Extended Market Index	0.433%	-0.482%	218,801	-1,060	2024-02-29
VALIC Company I Small Cap Growth	0.436%	0.000%	213,896	0	2023-10-31
Swedbank Robur Small Cap USA A	0.435%	-50.000%	200,000	-200,000	2022-10-31
Fidelity® Extended Market Index	0.395%	0.000%	193,886	0	2023-11-30
Blackrock Russell 2000 Alpha Tilts Fd A	0.335%	2.502%	169,025	4,125	2024-03-31
BlackRock Advantage SMID Cap Instl	0.294%	-1.351%	148,482	-2,034	2024-02-29
Alger Small Cap Growth I-2	0.291%	0.000%	141,023	0	2023-07-31
JPM US Small Cap Growth A (dist) USD	0.284%	-9.996%	139,044	-15,443	2023-10-31
Multi-Manager Small Cap Eq Strat A	0.295%	-2.537%	138,204	-3,597	2023-04-30
Bridgeway Ultra-Small Company Market	0.256%	-16.181%	129,500	-25,000	2023-12-31
BlackRock Advantage Small Cap Gr Instl	0.253%	0.000%	127,989	0	2024-02-29
AXS Green Alpha ETF	0.256%	0.000%	119,572	0	2023-06-23
Global X Telemedicine & Digital Hlth ETF	0.257%	0.000%	118,102	0	2022-10-31
JPM US Small Cap Growth C Acc	0.245%	-1.247%	112,491	-1,420	2022-10-31
Multi-Manager Small Cap Eq Strat Inst	0.220%	0.000%	107,898	0	2023-10-31
Multirange Allround Quadinvest Gr USD Da	0.204%	0.000%	100,000	0	2023-09-30
Vanguard Explorer Inv	0.190%	0.000%	96,118	0	2023-12-31
iShares Micro-Cap ETF	0.172%	0.000%	86,982	0	2024-03-28
JPMCB U.S. Small Cap Equity Blend Inv	0.176%	-6.498%	86,364	-6,002	2023-09-30
BlackRock Advantage SMID Cap V.I. Fd I	0.165%	-4.654%	83,300	-4,066	2024-01-31
BlackRock Extended Mkt Composite	0.157%	0.000%	79,325	0	2023-09-30
Fidelity Total Market Index	0.139%	0.000%	70,142	0	2024-02-29
Fidelity® Total Market Index	0.143%	0.000%	70,142	0	2023-11-30
BlackRock Extended Equity Market K	0.137%	0.036%	69,229	25	2024-03-31
Fidelity Series Total Market Index	0.104%	0.000%	52,496	0	2024-02-29
BlackRock US SmCp Eq BigData Strat MF	0.101%	256.643%	51,000	36,700	2023-09-20
NT Ext Equity Mkt Idx Fd - L	0.078%	49.936%	39,508	13,158	2023-12-31
Northern Trust Extended Eq Market Idx	0.078%	49.936%	39,508	13,158	2023-12-31