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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 %
RBC
276
Roble Belko & Company
Pennsylvania
$1K – – –
FMP
277
Financial Management Professionals
Texas
$1K +$1K +3 New
NA
278
NewEdge Advisors
Louisiana
$894 +$894 +20 New
CYG
279
Clean Yield Group
Vermont
$890 – – –
CA
280
Clearstead Advisors
Ohio
$890 – – –
FA
281
Fiduciary Alliance
South Carolina
$890 +$890 +4 New
PWMG
282
Prestige Wealth Management Group
New Jersey
$667 -$2.45K -11 -79%
BWM
283
BerganKDV Wealth Management
Minnesota
$667 – – –
FCA
284
Fortis Capital Advisors
Kansas
$667 +$667 +3 New
AWM
285
Accurate Wealth Management
Florida
$232 +$232 +1 New
AF
286
Advisornet Financial
Minnesota
$222 -$222 -1 -50%
PFBT
287
Parkside Financial Bank & Trust
Missouri
$222 – – –
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$222 +$222 +1 New
Renaissance Technologies
289
Renaissance Technologies
New York
– -$25.9M -136,400 Closed
ACM
290
Atika Capital Management
New York
– -$14.4M -76,000 Closed
EOJOAM
291
E. Ohman J:or Asset Management
Sweden
– -$14M -73,780 Closed
Point72 Asset Management
292
Point72 Asset Management
Connecticut
– -$4.82M -25,400 Closed
Alyeska Investment Group
293
Alyeska Investment Group
Illinois
– -$2.84M -15,000 Closed
Marshall Wace
294
Marshall Wace
United Kingdom
– -$2.5M -13,180 Closed
UOC
295
UBS O'Connor
Illinois
– -$1.69M -8,907 Closed
AQR Capital Management
296
AQR Capital Management
Connecticut
– -$1.43M -7,534 Closed
D.E. Shaw & Co
297
D.E. Shaw & Co
New York
– -$1.2M -6,306 Closed
Twin Tree Management
298
Twin Tree Management
Texas
– -$628K -3,310 Closed
1C
299
1623 Capital
Virginia
– -$539K -2,843 Closed
Vontobel Holding
300
Vontobel Holding
Switzerland
– -$405K -2,137 Closed
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