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Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $6.4B invested in Penumbra in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
–
Holders Change %
0%
% of All Funds
4.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
59
Increased
136
Reduced
105
Closed
56
Calls
$82.5M
Puts
$74.1M
Net Calls
+$8.44M
Net Calls Change
+$45.6M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$116M
2
Goldman Sachs
Goldman Sachs
New York
$87.3M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$66M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.7M
5
Artisan Partners
Artisan Partners
Wisconsin
$63M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
RSCM
Rock Springs Capital Management
Maryland
$47.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
IHAM
Integral Health Asset Management
New York
$0
5
TC
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
251
Brinker Capital Investments
Pennsylvania
$240K +$240K +1,332 New
OPS
252
Orion Portfolio Solutions
Nebraska
$240K +$240K +1,332 New
Walleye Trading
253
Walleye Trading
New York
$239K -$76.8K -427 -24%
BC
254
Bridgefront Capital
Texas
$233K +$2.16K +12 +0.9%
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$233K +$233K +1,295 New
M&T Bank
256
M&T Bank
New York
$228K -$26.6K -148 -10%
FTWA
257
Fifth Third Wealth Advisors
Ohio
$223K +$223K +1,241 New
SPA
258
Sherbrooke Park Advisers
New York
$223K +$223K +1,237 New
Commonwealth Equity Services
259
Commonwealth Equity Services
Massachusetts
$215K +$215K +1,195 New
Nomura Holdings
260
Nomura Holdings
Japan
$215K +$215K +1,192 New
CAM
261
Concorde Asset Management
Michigan
$211K – – –
TRCT
262
Tower Research Capital (TRC)
New York
$211K -$750K -4,166 -78%
Lazard Asset Management
263
Lazard Asset Management
New York
$203K +$104K +581 +106%
PA
264
Profund Advisors
Maryland
$202K -$72.7K -404 -26%
AIM
265
Arcadia Investment Management
Michigan
$181K +$13.3K +74 +8%
CI Investments Inc
266
CI Investments Inc
Ontario, Canada
$169K -$15.5K -86 -8%
KBC Group
267
KBC Group
Belgium
$160K +$19.4K +108 +14%
EC
268
EntryPoint Capital
New York
$158K +$64.8K +360 +70%
C
269
Covestor
United Kingdom
$117K +$20.2K +112 +21%
QCG
270
Quadrant Capital Group
Ohio
$102K -$23.4K -130 -19%
HT
271
Headlands Technologies
Illinois
$100K +$28.6K +159 +40%
RA
272
RiverPark Advisors
New York
$71.3K -$20K -111 -22%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$70K +$66.4K +369 +1,845%
AAM
274
Advisors Asset Management
Colorado
$67.1K +$5.94K +33 +10%
PS
275
Principal Securities
Iowa
$62.8K +$43K +239 +217%
9 10
11
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