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Penumbra
PEN

Overview Fund Activity

288 hedge funds and large institutions have $7.65B invested in Penumbra in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
288
Holders Change
+28
Holders Change %
+10.77%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
55
Increased
108
Reduced
84
Closed
23
Calls
$196M
Puts
$47.6M
Net Calls
+$148M
Net Calls Change
+$57.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$516M
2
BlackRock
2
BlackRock
New York
$984M
3
Morgan Stanley
3
Morgan Stanley
New York
$71.4M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$37.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$264M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$45.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$5.23M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.23B
5
Norges Bank
5
Norges Bank
Norway
$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
251
Covestor
United Kingdom
$12K -$11.3K -52 -49%
CI Investments Inc
252
CI Investments Inc
Ontario, Canada
$12K +$222 +1 +2%
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$11K -$440 -2 -4%
BFEC
254
Benjamin F. Edwards & Company
Missouri
$9K -$12.5K -54 -58%
BWM
255
Baystate Wealth Management
Massachusetts
$9K – – –
FFA
256
Farther Finance Advisors
California
$8.9K +$8.9K +40 New
GWS
257
Glassman Wealth Services
Virginia
$8.01K +$890 +4 +13%
TWA
258
TCI Wealth Advisors
Arizona
$7.79K +$6.01K +27 +338%
MA
259
MCF Advisors
Kentucky
$7.79K +$7.79K +35 New
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$6.23K +$3.12K +14 +100%
CA
261
Crewe Advisors
Utah
$4.89K -$4K -18 -45%
AF
262
Allworth Financial
California
$4.89K +$1.11K +5 +29%
DWP
263
Destiny Wealth Partners
Florida
$4.89K +$4.89K +22 New
LC
264
Lindbrook Capital
California
$4.67K -$12.5K -56 -73%
BCMLT
265
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.67K +$4.67K +21 New
SC
266
SouthState Corp
Florida
$4.23K -$10.2K -46 -71%
CFO
267
CVA Family Office
Colorado
$3.34K – – –
QC
268
Quent Capital
New York
$2.23K – – –
BIA
269
Bell Investment Advisors
California
$2.23K +$668 +3 +43%
BAAM
270
Baker Avenue Asset Management
California
$2K -$1.11M -4,999 -100%
GRP
271
Global Retirement Partners
California
$1.78K – – –
SWA
272
Sutton Wealth Advisors
Florida
$1.34K – – –
BHWM
273
Beaird Harris Wealth Management
Texas
$1.11K +$1.11K +5 New
MSCM
274
McElhenny Sheffield Capital Management
Texas
$1.11K +$1.11K +5 New
CAL
275
Capital Advisors Ltd
Ohio
$1K -$3.75K -15 -79%
9 10
11
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