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Penumbra
PEN

Overview Fund Activity

274 hedge funds and large institutions have $6.29B invested in Penumbra in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+19
Holders Change %
+7.45%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
51
Increased
96
Reduced
89
Closed
31
Calls
$20.2M
Puts
$92.1M
Net Calls
-$71.9M
Net Calls Change
-$72.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$306M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.7M
3
PHS
3
PFM Health Sciences
California
$46.5M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$18.5M
5
Victory Capital Management
5
Victory Capital Management
Texas
$18.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$13.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$8.03M
3
CCI
3
Columbus Circle Investors
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$582M
5
Norges Bank
5
Norges Bank
Norway
$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
251
Harding Loevner
New Jersey
$11K – – –
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$11K +$11K +60 New
VAIA
253
Virtus Alternative Investment Advisers
Connecticut
$10K -$3.52K -19 -26%
FHA
254
First Horizon Advisors
Tennessee
$7K – – –
Millennium Management
255
Millennium Management
New York
$6.29K +$6.29K +32,338 New
KTC
256
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
BAM
257
Bellevue Asset Management
Washington
$4K -$842 -4 -17%
BFEC
258
Benjamin F. Edwards & Company
Missouri
$4K – – –
AssetMark Inc
259
AssetMark Inc
California
$3K – – –
NFSG
260
Newbridge Financial Services Group
Florida
$3K +$3K +16 New
S
261
SignatureFD
Georgia
$2K -$833 -5 -29%
TWA
262
TCI Wealth Advisors
Arizona
$2K – – –
SFS
263
Sowell Financial Services
Arkansas
$2K – – –
ABC
264
Associated Banc-Corp
Wisconsin
$2K – – –
RA
265
Rational Advisors
New York
$2K +$2K +8 New
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$2K +$2K +9 New
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$2K +$2K +10 New
IFAM
268
Institutional & Family Asset Management
Colorado
$1K – – –
RBC
269
Roble Belko & Company
Pennsylvania
$1K – – –
GT
270
Glenmede Trust
Pennsylvania
$1K – – –
ASN
271
Advisory Services Network
Georgia
$1K +$1K +5 New
CWC
272
Carolinas Wealth Consulting
North Carolina
$1K +$1K +6 New
CCI
273
Columbus Circle Investors
– -$19.3M -107,654 Closed
MSE
274
MUFG Securities EMEA
United Kingdom
– -$4.65M -26,000 Closed
Bank of Nova Scotia
275
Bank of Nova Scotia
Ontario, Canada
– -$3.93M -22,000 Closed
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11
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