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Penumbra

313 hedge funds and large institutions have $8.01B invested in Penumbra in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 123 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-49
Holders Change %
-13.54%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
39
Increased
105
Reduced
123
Closed
83
Calls
$222M
Puts
$106M
Net Calls
+$117M
Net Calls Change
-$31.8M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$270K +$270K +1,115 New
API
227
Advisor Partners II
California
$259K +$2.66K +11 +1%
CCM
228
Coldstream Capital Management
Washington
$253K +$1.45K +6 +0.6%
Creative Planning
229
Creative Planning
Kansas
$253K -$34.6K -143 -12%
PA
230
Profund Advisors
Maryland
$251K -$35.1K -145 -12%
SSA
231
Schonfeld Strategic Advisors
New York
$246K -$5.63M -23,293 -96%
BCV
232
Banque Cantonale Vaudoise
Switzerland
$246K
Parallax Volatility Advisers
233
Parallax Volatility Advisers
California
$243K -$1.56M -6,435 -86%
D.E. Shaw & Co
234
D.E. Shaw & Co
New York
$242K -$3.77M -15,578 -94%
FCM
235
Family Capital Management
Michigan
$242K
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$240K
Robeco Institutional Asset Management
237
Robeco Institutional Asset Management
Netherlands
$229K -$241K -995 -51%
Royal Bank of Canada
238
Royal Bank of Canada
Ontario, Canada
$228K -$282K -1,166 -55%
SRAM
239
Spouting Rock Asset Management
Pennsylvania
$225K
IAA
240
Independent Advisor Alliance
North Carolina
$219K -$10.9K -45 -5%
TAM
241
Titleist Asset Management
Texas
$218K
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$218K +$218K +900 New
HNB
243
Huntington National Bank
Ohio
$213K +$7.02K +29 +3%
IWC
244
Integrated Wealth Concepts
Massachusetts
$210K -$1.94K -8 -0.9%
AIM
245
Aigen Investment Management
New York
$209K +$209K +863 New
WFAG
246
Wescott Financial Advisory Group
Pennsylvania
$206K
OR
247
Olympiad Research
Connecticut
$203K +$203K +839 New
FCI
248
Financial Counselors Inc
Kansas
$201K +$19.4K +80 +11%
Lazard Asset Management
249
Lazard Asset Management
New York
$196K +$13.8K +57 +8%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$175K -$108K -445 -38%