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Penumbra
PEN

Overview Fund Activity

288 hedge funds and large institutions have $7.65B invested in Penumbra in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
288
Holders Change
+28
Holders Change %
+10.77%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
55
Increased
108
Reduced
84
Closed
23
Calls
$196M
Puts
$47.6M
Net Calls
+$148M
Net Calls Change
+$57.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$516M
2
BlackRock
2
BlackRock
New York
$984M
3
Morgan Stanley
3
Morgan Stanley
New York
$71.4M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$37.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$264M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$45.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$5.23M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.23B
5
Norges Bank
5
Norges Bank
Norway
$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$194K -$155K -697 -44%
HPC
227
HM Payson & Co
Maine
$111K – – –
QCG
228
Quadrant Capital Group
Ohio
$111K +$890 +4 +0.8%
HNB
229
Huntington National Bank
Ohio
$105K +$105K +470 +47,000%
ST
230
Smithfield Trust
Pennsylvania
$85K – – –
HS
231
Horan Securities
United States
$66.7K – – –
WT
232
Washington Trust
Rhode Island
$55.6K – – –
ITFISA
233
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$51.2K +$51.2K +230 New
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$49.6K +$11.6K +52 +30%
HMS
235
Hanseatic Management Services
New Mexico
$41K – – –
S
236
SignatureFD
Georgia
$32.7K +$2.67K +12 +9%
BAM
237
Belpointe Asset Management
Nevada
$32.5K +$32.5K +146 New
SPIA
238
Steward Partners Investment Advisory
New York
$32.3K – – –
AIM
239
Arcadia Investment Management
Michigan
$30K +$30K +135 New
Lazard Asset Management
240
Lazard Asset Management
New York
$30K – – –
AS
241
Altshuler Shaham
Israel
$26.9K +$26.9K +121 New
Dimensional Fund Advisors
242
Dimensional Fund Advisors
Texas
$24.5K +$581 +2,613 +2%
VFA
243
Virtus Fund Advisers
Connecticut
$22.7K +$22.7K +102 New
HI
244
Harbour Investments
Wisconsin
$22.5K +$4.67K +21 +26%
EWM
245
Endurance Wealth Management
Rhode Island
$22K – – –
EI
246
Ellevest Inc
New York
$21.4K – – –
HFM
247
Harvest Fund Management
China
$20K -$71.4K -325 -78%
PA
248
Parallel Advisors
California
$19.1K +$1.11K +5 +6%
MRCM
249
M&R Capital Management
New Jersey
$14K +$2.89K +13 +26%
Nisa Investment Advisors
250
Nisa Investment Advisors
Missouri
$13K +$433 +2 +3%
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