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Penumbra
PEN

Overview Fund Activity

278 hedge funds and large institutions have $7.94B invested in Penumbra in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
-7
Holders Change %
-2.46%
% of All Funds
4.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
97
Reduced
102
Closed
32
Calls
$44.7M
Puts
$50.4M
Net Calls
-$5.72M
Net Calls Change
-$18.9M

Top Buyers

1
RI
RTW Investments
New York
+$103M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$50.3M
3
Goldman Sachs
Goldman Sachs
New York
+$49.2M
4
Millennium Management
Millennium Management
New York
+$24.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$16M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$127M
2
Macquarie Group
Macquarie Group
Australia
-$51.8M
3
Ameriprise
Ameriprise
Minnesota
-$49.7M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$22.4M
5
Capital World Investors
Capital World Investors
California
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
251
Endurance Wealth Management
Rhode Island
$27K – – –
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$25K -$24.2K -91 -49%
QCG
253
Quadrant Capital Group
Ohio
$24K -$1.89K -7 -7%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$21K -$1.09K -4 -5%
HL
255
Harding Loevner
New Jersey
$17K – – –
FPS
256
Fieldpoint Private Securities
Connecticut
$15K +$1.61K +6 +12%
S
257
SignatureFD
Georgia
$7K -$519 -2 -7%
LC
258
Lindbrook Capital
California
$7K – – –
BFEC
259
Benjamin F. Edwards & Company
Missouri
$5K – – –
NFSG
260
Newbridge Financial Services Group
Florida
$5K – – –
CWP
261
Concord Wealth Partners
Virginia
$5K +$4.12K +14 +467%
CG
262
Cutler Group
California
$4K -$58.8K -235 -94%
PCH
263
Polar Capital Holdings
United Kingdom
$3.79K +$1.41K +5,293 +59%
MAM
264
Meeder Asset Management
Ohio
$3K -$1.91K -7 -39%
BCA
265
Berman Capital Advisors
Georgia
$3K +$1.31K +7 +78%
TPCW
266
TD Private Client Wealth
New York
$2.93K – – –
LF
267
Lee Financial
Texas
$2K – – –
TWA
268
TCI Wealth Advisors
Arizona
$2K – – –
GWSG
269
GPS Wealth Strategies Group
Colorado
$2K – – –
EBA
270
Eagle Bay Advisors
New York
$2K +$2K +10 New
Koshinski Asset Management
271
Koshinski Asset Management
Illinois
$1.87K +$1.87K +7 New
CA
272
Clearstead Advisors
Ohio
$1K – – –
RBC
273
Roble Belko & Company
Pennsylvania
$1K – – –
GKWIM
274
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1K +1 New
BIA
275
Bell Investment Advisors
California
$1K +$1K +2 New
9 10
11
12 13