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Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $6.4B invested in Penumbra in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
–
Holders Change %
0%
% of All Funds
4.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
59
Increased
136
Reduced
105
Closed
56
Calls
$82.5M
Puts
$74.1M
Net Calls
+$8.44M
Net Calls Change
+$45.6M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$116M
2
Goldman Sachs
Goldman Sachs
New York
$87.3M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$66M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.7M
5
Artisan Partners
Artisan Partners
Wisconsin
$63M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
RSCM
Rock Springs Capital Management
Maryland
$47.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
IHAM
Integral Health Asset Management
New York
$0
5
TC
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
226
Osaic Holdings
Arizona
$390K +$306K +1,703 +369%
Verition Fund Management
227
Verition Fund Management
Connecticut
$378K -$1.39M -7,713 -79%
CG
228
Cynosure Group
Utah
$368K +$111K +617 +43%
KIA
229
Knollwood Investment Advisory
Maryland
$362K +$362K +2,013 New
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$351K -$22.6K -125 -6%
BHCM
231
Brevan Howard Capital Management
Jersey
$338K +$338K +1,878 New
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$325K +$161K +894 +98%
OAC
233
OMERS Administration Corp
Ontario, Canada
$306K +$306K +1,700 New
VA
234
Vident Advisory
Georgia
$303K +$133K +741 +78%
LWAM
235
Legacy Wealth Asset Management
Minnesota
$300K +$300K +1,666 New
MOS
236
MGO One Seven
Ohio
$298K +$298K +1,654 New
PAS
237
Park Avenue Securities
New York
$297K +$297K +1,649 New
Los Angeles Capital Management
238
Los Angeles Capital Management
California
$289K +$289K +1,604 New
NIM
239
NEOS Investment Management
Connecticut
$283K +$25.4K +141 +10%
XT
240
XTX Topco
Cayman Islands
$283K -$973K -5,407 -77%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$279K +$191K +1,059 +216%
SCM
242
Shelton Capital Management
Colorado
$274K -$19.6K -109 -7%
MML Investors Services
243
MML Investors Services
Massachusetts
$271K +$271K +1,508 New
Creative Planning
244
Creative Planning
Kansas
$270K +$62.6K +348 +30%
WS
245
Wedbush Securities
California
$260K +$260K +1,444 New
CNBT
246
Canandaigua National Bank & Trust
New York
$258K +$258K +1,434 New
1CP
247
17 Capital Partners
Arizona
$258K +$27K +150 +12%
CP
248
Covenant Partners
Tennessee
$251K +$251K +1,392 New
QC
249
Quent Capital
New York
$243K -$76.7K -426 -24%
AWS
250
Atria Wealth Solutions
New York
$240K +$240K +1,333 New
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