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Penumbra
PEN

Overview Fund Activity

310 hedge funds and large institutions have $9.74B invested in Penumbra in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
59
Increased
96
Reduced
105
Closed
33
Calls
$106M
Puts
$55.4M
Net Calls
+$50.6M
Net Calls Change
-$97.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$609M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Invesco
3
Invesco
Georgia
$80M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$40.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$83.8M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$203M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$262M
3
PCH
3
Polar Capital Holdings
United Kingdom
$36.1M
4
CIP
4
Champlain Investment Partners
Vermont
$175M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
MCF Advisors
Kentucky
$9.76K – – –
CFGS
277
Concourse Financial Group Securities
Alabama
$8.08K +$8.08K +29 New
AF
278
Allworth Financial
California
$7.25K +$1.12K +4 +18%
CTC
279
Central Trust Company
Missouri
$6.97K +$6.97K +25 New
LC
280
Lindbrook Capital
California
$6.41K +$557 +2 +10%
CA
281
Crewe Advisors
Utah
$6.13K – – –
BCMLT
282
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.85K – – –
SS
283
Sunbelt Securities
Texas
$5.82K +$5.82K +21 New
SC
284
SouthState Corp
Florida
$5.3K – – –
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$4.74K -$3.07K -11 -39%
NA
286
NewEdge Advisors
Louisiana
$4.46K -$1.12K -4 -20%
CFO
287
CVA Family Office
Colorado
$4.18K – – –
EI
288
Ellevest Inc
New York
$3.62K -$23.1K -83 -86%
BTI
289
Blue Trust Inc
Georgia
$3K +$3K +15 New
TWA
290
TCI Wealth Advisors
Arizona
$2.79K -$6.97K -25 -71%
BIA
291
Bell Investment Advisors
California
$2.79K – – –
QC
292
Quent Capital
New York
$2.79K – – –
AWM
293
Avior Wealth Management
Nebraska
$2.79K +$2.79K +10 New
GRP
294
Global Retirement Partners
California
$2.41K – – –
FGAM
295
Financial Gravity Asset Management
Texas
$2.29K +$2.29K +279 New
LF
296
Lee Financial
Texas
$1.95K +$1.95K +7 New
CA
297
Clearstead Advisors
Ohio
$1.12K – – –
CYG
298
Clean Yield Group
Vermont
$1.12K – – –
EWA
299
EverSource Wealth Advisors
Alabama
$1.11K +$1.11K +4 New
RBC
300
Roble Belko & Company
Pennsylvania
$1K – – –
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12
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