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Penumbra
PEN

Overview Fund Activity

277 hedge funds and large institutions have $8.71B invested in Penumbra in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 78 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
111
Reduced
78
Closed
41
Calls
$27.5M
Puts
$22M
Net Calls
+$5.49M
Net Calls Change
+$11.2M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$316M
2
RI
2
RTW Investments
New York
$178M
3
BlackRock
3
BlackRock
New York
$964M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.61B
5
EOJOAM
5
E. Ohman J:or Asset Management
Sweden
$19.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$101M
3
Franklin Resources
3
Franklin Resources
California
$1.25M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$45.7M
5
N
5
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
251
Newbridge Financial Services Group
Florida
$6K – – –
CSB
252
City State Bank
Iowa
$6K +$6K +20 New
RG
253
Retirement Group
California
$6K +$6K +20 New
DFCM
254
Dark Forest Capital Management
Puerto Rico
$6K +$6K +21 New
LC
255
Lindbrook Capital
California
$5K -$2.5K -9 -33%
PA
256
Parallel Advisors
California
$5K +$4.69K +15 +1,500%
Bessemer Group
257
Bessemer Group
New Jersey
$5K +$5K +16 New
PCH
258
Polar Capital Holdings
United Kingdom
$4.46K +$382 +1,328 +9%
TPCW
259
TD Private Client Wealth
New York
$3.74K +$575 +2 +18%
QC
260
Quent Capital
New York
$3K +$3K +10 New
SFO
261
Standard Family Office
South Dakota
$3K +$3K +11 New
Koshinski Asset Management
262
Koshinski Asset Management
Illinois
$2.01K – – –
LF
263
Lee Financial
Texas
$2K – – –
TWA
264
TCI Wealth Advisors
Arizona
$2K – – –
GWSG
265
GPS Wealth Strategies Group
Colorado
$2K – – –
VRS
266
Virginia Retirement Systems
Virginia
$1.49K +$29 +100 +2%
SWA
267
Sutton Wealth Advisors
Florida
$1.15K +$1.15K +4 New
CA
268
Clearstead Advisors
Ohio
$1K – – –
RBC
269
Roble Belko & Company
Pennsylvania
$1K – – –
BIA
270
Bell Investment Advisors
California
$1K – – –
JWA
271
JFS Wealth Advisors
Pennsylvania
$1K +$1K +2 New
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +2 New
IA
273
IFP Advisors
Florida
$1K +$1K +3 New
GWS
274
Glassman Wealth Services
Virginia
$1K +$1K +3 New
EWA
275
EverSource Wealth Advisors
Alabama
$1K +$1K +5 New
9 10
11
12 13