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Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $7.52B invested in Penumbra in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
47
Increased
137
Reduced
106
Closed
42
Calls
$121M
Puts
$158M
Net Calls
-$37.2M
Net Calls Change
-$25.4M

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$242M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$38.4M
3
State Street
3
State Street
Massachusetts
$269M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$28.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$186M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$252M
2
Morgan Stanley
2
Morgan Stanley
New York
$86.8M
3
Invesco
3
Invesco
Georgia
$14.1M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$675M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
276
Nisa Investment Advisors
Missouri
$92.2K +$12.3K +55 +15%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$90.6K +$6.25K +28 +7%
HT
278
Headlands Technologies
Illinois
$88.8K +$88.8K +398 New
FDCDDQ
279
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.4K -$11.5M -51,549 -99%
AAM
280
Advisors Asset Management
Colorado
$75.9K -$17K -76 -18%
S
281
SignatureFD
Georgia
$53.3K +$5.36K +24 +11%
QL
282
Quarry LP
New York
$49.1K +$37.9K +170 +340%
AF
283
Allworth Financial
California
$36.6K +$29.2K +131 +397%
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$36.3K +$36.3K +167 New
MG
285
Mather Group
Illinois
$33.2K +$33.2K +132 New
SPIA
286
Steward Partners Investment Advisory
New York
$31.2K -$1.12K -5 -3%
PA
287
Parallel Advisors
California
$27.9K +$2.46K +11 +10%
HNB
288
Huntington National Bank
Ohio
$27.5K -$52.7K -236 -66%
PS
289
Principal Securities
Iowa
$24.6K +$10.5K +47 +75%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$24K +$444 +2 +2%
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$22.1K +$893 +4 +4%
GRP
292
Global Retirement Partners
California
$21K +$2.23K +10 +12%
GI
293
GAMMA Investing
California
$19.9K +$1.79K +8 +10%
AGWCA
294
Annis Gardner Whiting Capital Advisors
Florida
$16.3K +$16.3K +73 New
BCMLT
295
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.2K -$4.69K -21 -26%
LC
296
Lindbrook Capital
California
$11.2K -$1.12K -5 -9%
SSB
297
Sandy Spring Bank
Maryland
$11.2K +$11.2K +50 New
NS
298
NBC Securities
Alabama
$11K – – –
FFA
299
Farther Finance Advisors
California
$8.26K +$217 +1 +3%
First Manhattan
300
First Manhattan
New York
$8.26K +$8.26K +37 New
10 11
12
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