PEN icon

Penumbra
PEN

Overview Fund Activity

310 hedge funds and large institutions have $9.74B invested in Penumbra in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
59
Increased
96
Reduced
105
Closed
33
Calls
$106M
Puts
$55.4M
Net Calls
+$50.6M
Net Calls Change
-$97.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$609M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Invesco
3
Invesco
Georgia
$80M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$40.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$83.8M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$203M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$262M
3
PCH
3
Polar Capital Holdings
United Kingdom
$36.1M
4
CIP
4
Champlain Investment Partners
Vermont
$175M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
226
Independent Advisor Alliance
North Carolina
$280K +$280K +1,005 New
AAM
227
Advisors Asset Management
Colorado
$280K -$167K -600 -37%
CIBC Asset Management
228
CIBC Asset Management
Ontario, Canada
$277K +$6.69K +24 +2%
BWP
229
BSW Wealth Partners
Colorado
$277K -$90.6K -325 -25%
TCM
230
Teza Capital Management
Illinois
$275K -$222K -795 -45%
AFM
231
Abbot Financial Management
Massachusetts
$271K -$68.6K -246 -20%
MCM
232
Mainstay Capital Management
Michigan
$268K +$268K +960 New
Los Angeles Capital Management
233
Los Angeles Capital Management
California
$263K – – –
GAM
234
Gotham Asset Management
New York
$263K +$263K +942 New
TAM
235
Titleist Asset Management
Texas
$251K +$251K +900 New
Lazard Asset Management
236
Lazard Asset Management
New York
$250K +$212K +763 +565%
FCI
237
Financial Counselors Inc
Kansas
$245K +$245K +878 New
IWC
238
Integrated Wealth Concepts
Massachusetts
$245K +$245K +879 New
Mackenzie Financial
239
Mackenzie Financial
Ontario, Canada
$242K +$242K +868 New
ESCM
240
Echo Street Capital Management
New York
$239K +$239K +858 New
WFAG
241
Wescott Financial Advisory Group
Pennsylvania
$237K +$237K +850 New
HFM
242
Harvest Fund Management
China
$234K +$209K +749 +823%
SAM
243
Silvercrest Asset Management
New York
$212K +$212K +761 New
CPC
244
Cookson Peirce & Co
Pennsylvania
$203K +$203K +730 New
QCG
245
Quadrant Capital Group
Ohio
$198K +$58.5K +210 +42%
HNB
246
Huntington National Bank
Ohio
$152K +$21.2K +76 +16%
DCM
247
Dupont Capital Management
Delaware
$151K +$151K +542 New
HPC
248
HM Payson & Co
Maine
$139K – – –
DFCM
249
Dark Forest Capital Management
Puerto Rico
$122K +$122K +438 New
CI Investments Inc
250
CI Investments Inc
Ontario, Canada
$88K +$73K +262 +485%
8 9
10
11 12