Penumbra
286 hedge funds and large institutions have $8.15B invested in Penumbra in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 96 increasing their positions, 97 reducing their positions, and 31 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
52% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 31
19% more call options, than puts
Call options by funds: $81.9M | Put options by funds: $68.8M
5% more funds holding
Funds holding: 272 → 286 (+14)
1% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 97
3% less capital invested
Capital invested by funds: $8.39B → $8.15B (-$235M)
3.46% less ownership
Funds ownership: 85.21% → 81.75% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$55.2M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$53M |
| 3 |
Millennium Management
New York
|
+$49.5M |
| 4 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
+$22.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$338M |
| 2 |
BlackRock
New York
|
-$80.3M |
| 3 |
Morgan Stanley
New York
|
-$71.8M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$48M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$41.9M |
PEN Hedge Fund Activity: Q2 2021 in Review
286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q2 2021, worth a combined $8.15B — down 2.8% from $8.39B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new PEN positions and 31 closed out — a net gain of 16 holders — while 96 added to existing stakes and 97 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $55.2M. The largest seller was Wellington Management Group, exiting entirely with an estimated $338M sold.
- 286 institutional investors held Penumbra (PEN) as of Q2 2021, up from 272 in Q1 2021.
- Funds reported $8.15B of Penumbra stock for Q2 2021, down 2.8% quarter-over-quarter.
- 47 funds opened new Penumbra positions in Q2 2021 and 31 closed out, a net change of +16 holders.
- The largest Penumbra buyer in Q2 2021 was Citadel Advisors, an estimated $55.2M added.
- The largest Penumbra seller in Q2 2021 was Wellington Management Group, an estimated $338M sold.
Based on aggregated 13F filings for Q2 2021.