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Penumbra
PEN

Overview Fund Activity

255 hedge funds and large institutions have $5.51B invested in Penumbra in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+10
Holders Change %
+4.08%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
41
Increased
97
Reduced
85
Closed
29
Calls
$24.3M
Puts
$23.3M
Net Calls
+$1.02M
Net Calls Change
-$15.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$132M
2
BlackRock
2
BlackRock
New York
$599M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$553M
4
Citadel Advisors
4
Citadel Advisors
Florida
$33.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$964M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$54M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$123M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
226
FORA Capital
Florida
$32K +$32K +179 New
CYG
227
Clean Yield Group
Vermont
$24K – – –
PAM
228
Panagora Asset Management
Massachusetts
$23K +$23K +127 New
AS
229
Altshuler Shaham
Israel
$19K +$5.23K +30 +38%
EWM
230
Endurance Wealth Management
Rhode Island
$18K – – –
Skandinaviska Enskilda Banken (SEB)
231
Skandinaviska Enskilda Banken (SEB)
Sweden
$18K +$18K +101 New
QCG
232
Quadrant Capital Group
Ohio
$16K +$2.91K +16 +22%
VAIA
233
Virtus Alternative Investment Advisers
Connecticut
$13K -$12.5K -70 -49%
HL
234
Harding Loevner
New Jersey
$10K +$10K +58 New
PFBT
235
Parkside Financial Bank & Trust
Missouri
$8K – – –
FHA
236
First Horizon Advisors
Tennessee
$6K – – –
KTC
237
Kistler-Tiffany Companies
Pennsylvania
$5K +$5K +29 New
SF
238
Synovus Financial
Georgia
$4K -$2.44K -14 -38%
BFEC
239
Benjamin F. Edwards & Company
Missouri
$4K – – –
BAM
240
Bellevue Asset Management
Washington
$4K – – –
SPIA
241
Steward Partners Investment Advisory
New York
$3K – – –
AssetMark Inc
242
AssetMark Inc
California
$3K – – –
S
243
SignatureFD
Georgia
$3K – – –
VFA
244
Valeo Financial Advisors
Indiana
$3K +$667 +4 +29%
ABC
245
Associated Banc-Corp
Wisconsin
$2K – – –
SFS
246
Sowell Financial Services
Arkansas
$1K -$1.5K -12 -60%
IFAM
247
Institutional & Family Asset Management
Colorado
$1K -$286 -2 -22%
RBC
248
Roble Belko & Company
Pennsylvania
$1K – – –
TWA
249
TCI Wealth Advisors
Arizona
$1K – – –
PA
250
Procyon Advisors
Connecticut
$1K +$1K +4 New
8 9
10
11 12