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Penumbra
PEN

Overview Fund Activity

368 hedge funds and large institutions have $8.3B invested in Penumbra in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+38
Holders Change %
+11.52%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
68
Increased
121
Reduced
132
Closed
25
Calls
$63.7M
Puts
$9.62M
Net Calls
+$54.1M
Net Calls Change
+$44.4M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$174M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$168M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$173M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$23.9M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$71.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$301M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.1M
3
B
Braidwell
Connecticut
$43.7M
4
Man Group
Man Group
United Kingdom
$4.84M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$343K +$343K +1,445 New
KBC Group
252
KBC Group
Belgium
$343K +$101K +427 +42%
CM
253
Crestline Management
Texas
$332K +$332K +1,400 New
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$312K +$85.3K +359 +38%
ECM
255
Everence Capital Management
Indiana
$304K +$304K +1,280 New
OPS
256
Orion Portfolio Solutions
Nebraska
$297K -$20.2K -85 -6%
BCI
257
Brinker Capital Investments
Pennsylvania
$297K -$20.2K -85 -6%
FTWA
258
Fifth Third Wealth Advisors
Ohio
$297K -$11.9K -50 -4%
EGM
259
Engineers Gate Manager
New York
$294K +$294K +1,240 New
HSBC Holdings
260
HSBC Holdings
United Kingdom
$292K -$589K -2,478 -67%
SSA
261
Schonfeld Strategic Advisors
New York
$291K -$451K -1,901 -61%
CG
262
Cynosure Group
Utah
$287K -$446K -1,879 -61%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$281K +$14.5K +61 +5%
CB
264
Commerce Bank
Missouri
$275K +$275K +1,160 New
GAM
265
Gotham Asset Management
New York
$275K +$275K +1,157 New
CNBT
266
Canandaigua National Bank & Trust
New York
$267K -$14.5K -61 -5%
PCA
267
Pallas Capital Advisors
Massachusetts
$263K +$9.74K +41 +4%
CAM
268
Concorde Asset Management
Michigan
$261K – – –
BPCE
269
Bank Pictet & Cie (Europe)
Germany
$259K -$39.4K -166 -13%
OF
270
Optimize Financial
California
$256K +$256K +1,077 New
MNBTD
271
Moody National Bank Trust Division
Texas
$254K +$4.75K +20 +2%
BHCM
272
Brevan Howard Capital Management
Jersey
$253K +$253K +1,067 New
OR
273
Olympiad Research
Connecticut
$253K +$253K +1,066 New
BC
274
Bayforest Capital
United Kingdom
$250K +$250K +1,053 New
SAM
275
Shell Asset Management
Netherlands
$240K – – –
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11
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