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Penumbra
PEN

Overview Fund Activity

252 hedge funds and large institutions have $3.91B invested in Penumbra in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 63 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-27
Holders Change %
-9.68%
% of All Funds
4.26%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
37
Increased
112
Reduced
63
Closed
58
Calls
$32M
Puts
$43.8M
Net Calls
-$11.8M
Net Calls Change
-$12.3M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$51.7M
2
RSCM
2
Rock Springs Capital Management
Maryland
$50M
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$23.4M
4
Norges Bank
4
Norges Bank
Norway
$71.6M
5
CIP
5
Champlain Investment Partners
Vermont
$75.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Invesco
2
Invesco
Georgia
$5.94M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$276M
4
PA
4
Perceptive Advisors
New York
$0
5
APM
5
Avidity Partners Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
226
Glassman Wealth Services
Virginia
$5K +$4.64K +39 +1,300%
CA
227
Crewe Advisors
Utah
$5K +$5K +40 New
UB
228
UMB Bank
Missouri
$4K -$1.42K -11 -26%
TAIM
229
TD Ameritrade Investment Management
Nebraska
$3K -$273 -2 -8%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.67K +24 +800%
CFO
231
CVA Family Office
Colorado
$3K +$3K +25 New
PCH
232
Polar Capital Holdings
United Kingdom
$2.09K – – –
FPS
233
Fieldpoint Private Securities
Connecticut
$2K -$3.6K -36 -64%
NFSG
234
Newbridge Financial Services Group
Florida
$2K – – –
LC
235
Lindbrook Capital
California
$2K +$1.47K +11 +275%
VVP
236
Venture Visionary Partners
Ohio
$1.74K +$1.74K +14 New
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$1.1K -$8.78K -66,082 -89%
CWP
238
Concord Wealth Partners
Virginia
$1K -$2.71K -19 -73%
TWA
239
TCI Wealth Advisors
Arizona
$1K – – –
RBC
240
Roble Belko & Company
Pennsylvania
$1K – – –
IA
241
IFP Advisors
Florida
$1K – – –
Loomis, Sayles & Company
242
Loomis, Sayles & Company
Massachusetts
$1K – – –
QC
243
Quent Capital
New York
$1K – – –
AF
244
Allworth Financial
California
$1K +$400 +2 +67%
GRP
245
Global Retirement Partners
California
$1K +$600 +3 +150%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$1K +$833 +5 +500%
SFO
247
Standard Family Office
South Dakota
$1K +$1K +8 New
Millennium Management
248
Millennium Management
New York
– -$50.4M -226,893 Closed
PA
249
Perceptive Advisors
New York
– -$31.9M -143,591 Closed
APM
250
Avidity Partners Management
Texas
– -$23.1M -104,000 Closed
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