PEN icon

Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $7.52B invested in Penumbra in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
47
Increased
137
Reduced
106
Closed
42
Calls
$121M
Puts
$158M
Net Calls
-$37.2M
Net Calls Change
-$25.4M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$242M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$38.4M
3
State Street
State Street
Massachusetts
$269M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28.2M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$186M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$252M
2
Morgan Stanley
Morgan Stanley
New York
$86.8M
3
Invesco
Invesco
Georgia
$14.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$675M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$460K +$63.5K +285 +16%
TSS
227
Two Sigma Securities
New York
$431K +$431K +1,931 New
YMRC
228
Yorktown Management & Research Company
Virginia
$413K – – –
PRC
229
Pearl River Capital
Michigan
$410K +$410K +1,837 New
AC
230
AXQ Capital
New Jersey
$406K +$406K +1,820 New
GCP
231
GSA Capital Partners
United Kingdom
$400K +$105K +471 +36%
QC
232
Quent Capital
New York
$396K +$394K +1,766 +17,660%
Walleye Trading
233
Walleye Trading
New York
$391K +$99.1K +444 +34%
CCIA
234
Campbell & Co Investment Adviser
Maryland
$384K +$384K +1,722 New
SAM
235
Silvercrest Asset Management
New York
$375K +$12.3K +55 +3%
SCM
236
Shelton Capital Management
Colorado
$364K +$169K +758 +87%
D.E. Shaw & Co
237
D.E. Shaw & Co
New York
$348K +$348K +1,559 New
PA
238
Profund Advisors
Maryland
$341K +$61.2K +274 +22%
PP
239
PDT Partners
New York
$339K -$3.35K -15 -1%
NG
240
Norden Group
Utah
$321K +$321K +1,438 New
NIM
241
NEOS Investment Management
Connecticut
$320K +$320K +1,433 New
CG
242
Cynosure Group
Utah
$318K +$318K +1,427 New
M&T Bank
243
M&T Bank
New York
$316K +$7.6K +34 +2%
AWAU
244
Alliance Wealth Advisors (Utah)
Utah
$297K +$297K +1,331 New
BC
245
Bridgefront Capital
Texas
$287K +$287K +1,285 New
1CP
246
17 Capital Partners
Arizona
$286K – – –
HF
247
HRT Financial
New York
$277K -$788K -3,540 -74%
AIM
248
Aigen Investment Management
New York
$276K -$269K -1,207 -49%
PFS
249
Prospera Financial Services
Texas
$263K -$37.9K -170 -13%
CAM
250
Concorde Asset Management
Michigan
$262K – – –
8 9
10
11 12