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Penumbra

313 hedge funds and large institutions have $8.01B invested in Penumbra in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 123 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-49
Holders Change %
-13.54%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
39
Increased
105
Reduced
123
Closed
83
Calls
$222M
Puts
$106M
Net Calls
+$117M
Net Calls Change
-$31.8M
Name Holding Trade Value Shares
Change
Shares
Change %
NS
276
NBC Securities
Alabama
$10K +$10K +45 New
BWM
277
Baystate Wealth Management
Massachusetts
$9.93K
GWS
278
Glassman Wealth Services
Virginia
$9.19K +$484 +2 +6%
BFEC
279
Benjamin F. Edwards & Company
Missouri
$9K
ST
280
Smithfield Trust
Pennsylvania
$7K
Loomis, Sayles & Company
281
Loomis, Sayles & Company
Massachusetts
$7K +$2.33K +9 +50%
AF
282
Allworth Financial
California
$6.77K +$484 +2 +8%
LFA
283
LGT Financial Advisors
Texas
$6.53K +$6.53K +27 New
LC
284
Lindbrook Capital
California
$6.05K +$484 +2 +9%
VF
285
VitalStone Financial
Texas
$6K +$6K +34 New
FHA
286
First Horizon Advisors
Tennessee
$5.32K
SS
287
Sunbelt Securities
Texas
$5.08K
KFI
288
Key Financial Inc
Pennsylvania
$4.84K
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$3.87K -$242 -1 -6%
AWM
290
Avior Wealth Management
Nebraska
$2.42K
SWM
291
Spire Wealth Management
Virginia
$2.42K
QC
292
Quent Capital
New York
$2.42K
BAAM
293
Baker Avenue Asset Management
California
$2.18K
PVH
294
Psagot Value Holdings
Israel
$2K -$1K -4 -33%
CA
295
Clearstead Advisors
Ohio
$1.94K +$968 +4 +100%
VAG
296
VisionPoint Advisory Group
Texas
$1.94K +$1.69K +7 +700%
NA
297
NewEdge Advisors
Louisiana
$1.94K -$33.6K -139 -95%
LF
298
Lee Financial
Texas
$1.69K
UFF
299
USA Financial Formulas
Michigan
$1.45K -$34.6K -143 -96%
HI
300
Harbour Investments
Wisconsin
$1.45K +$1.45K +6 New