PEN icon

Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $7.52B invested in Penumbra in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
47
Increased
137
Reduced
106
Closed
42
Calls
$121M
Puts
$158M
Net Calls
-$37.2M
Net Calls Change
-$25.4M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$242M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$38.4M
3
State Street
State Street
Massachusetts
$269M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28.2M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$186M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$252M
2
Morgan Stanley
Morgan Stanley
New York
$86.8M
3
Invesco
Invesco
Georgia
$14.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$675M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
251
Creative Planning
Kansas
$258K +$33.3K +149 +15%
CG
252
Cutler Group
California
$245K +$245K +1,100 New
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$241K +$241K +1,082 New
CCM
254
Coldstream Capital Management
Washington
$231K +$8.93K +40 +4%
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$228K +$102K +456 +80%
FCM
256
Family Capital Management
Michigan
$223K – – –
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$222K – – –
PTC
258
Petrus Trust Company
Texas
$221K +$221K +990 New
MYAM
259
Meiji Yasuda Asset Management
Japan
$221K +$221K +989 New
Simplex Trading
260
Simplex Trading
Illinois
$220K -$1.63M -7,322 -88%
IWC
261
Integrated Wealth Concepts
Massachusetts
$211K +$4.69K +21 +2%
VA
262
Vident Advisory
Georgia
$211K -$4.91K -22 -2%
AIM
263
Arcadia Investment Management
Michigan
$208K +$187K +839 +902%
AIM
264
Artemis Investment Management
United Kingdom
$207K -$299K -1,338 -59%
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$203K +$203K +911 New
SAM
266
Shell Asset Management
Netherlands
$192K -$19.2K -107 -9%
A
267
AlphaQuest
New York
$181K +$118K +529 +187%
KBC Group
268
KBC Group
Belgium
$175K +$19.2K +86 +12%
QCG
269
Quadrant Capital Group
Ohio
$155K -$6.03K -27 -4%
Lazard Asset Management
270
Lazard Asset Management
New York
$122K -$2.67K -12 -2%
C
271
Covestor
United Kingdom
$120K +$1.34K +6 +1%
EC
272
EntryPoint Capital
New York
$115K +$98K +439 +563%
RA
273
RiverPark Advisors
New York
$113K +$88.6K +397 +361%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$110K -$4.48K -20 -4%
Osaic Holdings
275
Osaic Holdings
Arizona
$103K -$461K -2,067 -82%
9 10
11
12 13