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Penumbra
PEN

Overview Fund Activity

251 hedge funds and large institutions have $4.94B invested in Penumbra in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+29
Holders Change %
+13.06%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
51
Increased
94
Reduced
71
Closed
21
Calls
$25.9M
Puts
$33.8M
Net Calls
-$7.83M
Net Calls Change
-$14.5M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
$67.7M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$38.6M
3
Deutsche Bank
Deutsche Bank
Germany
$21.2M
4
Barclays
Barclays
United Kingdom
$16.8M
5
Goldman Sachs
Goldman Sachs
New York
$42.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$160M
2
PHS
PFM Health Sciences
California
$68.8M
3
PI
Putnam Investments
Massachusetts
$0
4
Citadel Advisors
Citadel Advisors
Florida
$5.93M
5
GPP
Great Point Partners
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
226
Cutler Group
California
$53K +$53K +325 New
AG
227
Advisor Group
Arizona
$46K +$19.5K +119 +73%
BG
228
Bollard Group
Massachusetts
$33K -$81.9K -499 -71%
AI
229
ArchPoint Investors
Florida
$33K – – –
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$25K – – –
PCM
231
Prelude Capital Management
New York
$19K +$19K +118 New
CIA
232
CSat Investment Advisory
Michigan
$17K +$1.96K +12 +13%
EWM
233
Endurance Wealth Management
Rhode Island
$16K – – –
AS
234
Altshuler Shaham
Israel
$13K +$13K +81 New
SMFS
235
Squar Milner Financial Services
California
$10K +$10K +66 New
VAIA
236
Virtus Alternative Investment Advisers
Connecticut
$9K +$9K +53 New
US Bancorp
237
US Bancorp
Minnesota
$7K – – –
JG
238
Jefferies Group
New York
$6K -$1.19M -7,747 -99%
FHA
239
First Horizon Advisors
Tennessee
$6K – – –
SF
240
Synovus Financial
Georgia
$4K – – –
QCG
241
Quadrant Capital Group
Ohio
$4K +$1.33K +14 +50%
BFEC
242
Benjamin F. Edwards & Company
Missouri
$3K – – –
VFA
243
Valeo Financial Advisors
Indiana
$2K – – –
SPIA
244
Steward Partners Investment Advisory
New York
$2K – – –
BAM
245
Bellevue Asset Management
Washington
$2K +$2K +13 New
TWA
246
TCI Wealth Advisors
Arizona
$1K – – –
RBC
247
Roble Belko & Company
Pennsylvania
$1K – – –
IFAM
248
Institutional & Family Asset Management
Colorado
$1K – – –
EI
249
Ellevest Inc
New York
$1K +$1K +5 New
PI
250
Putnam Investments
Massachusetts
– -$56.6M -420,616 Closed
7 8 9
10
11