PEN icon

Penumbra
PEN

Overview Fund Activity

263 hedge funds and large institutions have $5.98B invested in Penumbra in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-11
Holders Change %
-4.01%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
103
Reduced
86
Closed
48
Calls
$62.3M
Puts
$165M
Net Calls
-$103M
Net Calls Change
-$31.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$568M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$331M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$241M
4
Ameriprise
Ameriprise
Minnesota
$101M
5
BlackRock
BlackRock
New York
$623M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$17M
2
Invesco
Invesco
Georgia
$47.4M
3
SIMG
Stephens Investment Management Group
Texas
$0
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
251
AssetMark Inc
California
$3K – – –
PWPS
252
Pinnacle Wealth Planning Services
Ohio
$3K +$3K +15 New
VCG
253
Vantage Consulting Group
Virginia
$3K +$3K +15 New
ABC
254
Associated Banc-Corp
Wisconsin
$2K – – –
TPCW
255
TD Private Client Wealth
New York
$1.93K +$1.93K +11 New
SFS
256
Sowell Financial Services
Arkansas
$1K – – –
TWA
257
TCI Wealth Advisors
Arizona
$1K – – –
RBC
258
Roble Belko & Company
Pennsylvania
$1K – – –
LC
259
Lindbrook Capital
California
$1K +$1K +3 New
RPWA
260
Regent Peak Wealth Advisors
Georgia
$1K +$1K +7 New
ICP
261
Interchange Capital Partners
Pennsylvania
$1K +$1K +8 New
SIMG
262
Stephens Investment Management Group
Texas
– -$55.7M -286,531 Closed
Loomis, Sayles & Company
263
Loomis, Sayles & Company
Massachusetts
– -$53.7M -276,143 Closed
Lord, Abbett & Co
264
Lord, Abbett & Co
New Jersey
– -$37.1M -190,762 Closed
EAM
265
Eagle Asset Management
Florida
– -$30.6M -158,230 Closed
CTA
266
Carillon Tower Advisers
Florida
– -$28.8M -147,974 Closed
Adage Capital Partners
267
Adage Capital Partners
Massachusetts
– -$18.5M -95,000 Closed
RI
268
Redwood Investments
Massachusetts
– -$14M -72,251 Closed
NIP
269
Nicholas Investment Partners
California
– -$10.1M -51,780 Closed
RA
270
Royce & Associates
New York
– -$2.33M -12,000 Closed
VF
271
Virtu Financial
New York
– -$1.74M -8,969 Closed
Tudor Investment Corp
272
Tudor Investment Corp
Connecticut
– -$1.61M -8,265 Closed
D.E. Shaw & Co
273
D.E. Shaw & Co
New York
– -$1.43M -7,371 Closed
PMAM
274
Picton Mahoney Asset Management
Ontario, Canada
– -$1.22M -6,245 Closed
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
– -$1.09M -5,586 Closed
9 10
11
12 13