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Penumbra

260 hedge funds and large institutions have $6.08B invested in Penumbra in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 98 increasing their positions, 74 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+8
Holders Change %
+3.17%
% of All Funds
4.5%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
50
Increased
98
Reduced
74
Closed
40
Calls
$132M
Puts
$41.1M
Net Calls
+$90.5M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
226
Ellevest Inc
New York
$18K +$18K +96 New
PA
227
Parallel Advisors
California
$15K +$1.3K +7 +9%
LC
228
Lindbrook Capital
California
$15K +$12.1K +62 +413%
SC
229
SouthState Corp
Florida
$12K -$13.1K -71 -52%
CI Investments Inc
230
CI Investments Inc
Ontario, Canada
$10K -$189 -1 -2%
HI
231
Harbour Investments
Wisconsin
$10K
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$10K +$3.45K +20 +53%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$10K +$4.81K +25 +93%
MRCM
234
M&R Capital Management
New Jersey
$9K +$9K +50 New
MAM
235
Meeder Asset Management
Ohio
$8K -$4.73K -26 -37%
BWM
236
Baystate Wealth Management
Massachusetts
$8K
CA
237
Crewe Advisors
Utah
$8K
GWS
238
Glassman Wealth Services
Virginia
$6K -$1.88K -10 -24%
CAL
239
Capital Advisors Ltd
Ohio
$4K +$4K +19 New
CFO
240
CVA Family Office
Colorado
$3K -$2K -10 -40%
PWMG
241
Prestige Wealth Management Group
New Jersey
$3K +$2.36K +11 +367%
AF
242
Allworth Financial
California
$3K +$2.12K +12 +240%
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$3K +$3K +14 New
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$2.27K +$646 +3,298 +40%
TWA
245
TCI Wealth Advisors
Arizona
$2K
SFO
246
Standard Family Office
South Dakota
$2K
QC
247
Quent Capital
New York
$2K
SWA
248
Sutton Wealth Advisors
Florida
$1.14K +$1.14K +6 New
BTI
249
Blue Trust Inc
Georgia
$1K -$1.78K -16 -64%
CA
250
Clearstead Advisors
Ohio
$1K