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Penumbra
PEN

Overview Fund Activity

368 hedge funds and large institutions have $8.3B invested in Penumbra in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+38
Holders Change %
+11.52%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
68
Increased
121
Reduced
132
Closed
25
Calls
$63.7M
Puts
$9.62M
Net Calls
+$54.1M
Net Calls Change
+$44.4M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$174M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$168M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$173M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$23.9M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$71.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$301M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.1M
3
B
Braidwell
Connecticut
$43.7M
4
Man Group
Man Group
United Kingdom
$4.84M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
CUAMC
226
China Universal Asset Management Company
China
$573K +$573K +2,414 New
WG
227
Winton Group
United Kingdom
$570K +$570K +2,400 New
Brown Advisory
228
Brown Advisory
Maryland
$565K +$565K +2,380 New
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$543K +$54.1K +228 +11%
CA
230
Cache Advisors
California
$534K +$534K +2,250 New
AIM
231
Aigen Investment Management
New York
$511K +$511K +2,152 New
MSRPS
232
Maryland State Retirement & Pension System
Maryland
$500K – – –
PWG
233
Portside Wealth Group
Utah
$493K -$9.5K -40 -2%
KIA
234
Knollwood Investment Advisory
Maryland
$478K – – –
ProShare Advisors
235
ProShare Advisors
Maryland
$474K -$13.3K -56 -3%
Creative Planning
236
Creative Planning
Kansas
$469K +$95.7K +403 +26%
N
237
Natixis
France
$444K +$444K +1,869 New
Prudential Financial
238
Prudential Financial
New Jersey
$419K -$114K -478 -21%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$418K +$123K +519 +42%
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$417K +$5.46K +23 +1%
DWM
241
Diversify Wealth Management
Utah
$412K +$110K +438 +36%
MOS
242
MGO One Seven
Ohio
$412K +$59.4K +250 +17%
Corient Private Wealth
243
Corient Private Wealth
Florida
$403K +$14.5K +61 +4%
PAS
244
Park Avenue Securities
New York
$395K +$61.9K +261 +19%
QCM
245
QRG Capital Management
Illinois
$376K +$17.1K +72 +5%
LWAM
246
Legacy Wealth Asset Management
Minnesota
$373K -$38.5K -162 -9%
M&T Bank
247
M&T Bank
New York
$370K +$27.3K +115 +8%
SA
248
Sanctuary Advisors
Indiana
$360K -$147K -548 -29%
MML Investors Services
249
MML Investors Services
Massachusetts
$353K +$23K +97 +7%
SCM
250
Shelton Capital Management
Colorado
$347K -$13.8K -58 -4%
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