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Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $6.4B invested in Penumbra in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
–
Holders Change %
0%
% of All Funds
4.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
59
Increased
136
Reduced
105
Closed
56
Calls
$82.5M
Puts
$74.1M
Net Calls
+$8.44M
Net Calls Change
+$45.6M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$116M
2
Goldman Sachs
Goldman Sachs
New York
$87.3M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$66M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.7M
5
Artisan Partners
Artisan Partners
Wisconsin
$63M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
RSCM
Rock Springs Capital Management
Maryland
$47.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
IHAM
Integral Health Asset Management
New York
$0
5
TC
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
276
Concourse Financial Group Securities
Alabama
$59.4K +$59.4K +330 New
WT
277
Washington Trust
Rhode Island
$54K +$54K +300 New
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$50.4K -$22.7K -126 -31%
AAP
279
Arax Advisory Partners
Colorado
$44.6K +$44.6K +248 New
QL
280
Quarry LP
New York
$37.3K -$2.34K -13 -6%
S
281
SignatureFD
Georgia
$33.7K -$9.36K -52 -22%
MG
282
Mather Group
Illinois
$30.6K +$1.12K +5 +4%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$26.9K -$3.05K -17 -10%
SPIA
284
Steward Partners Investment Advisory
New York
$25.2K – – –
PA
285
Parallel Advisors
California
$22.7K +$180 +1 +0.8%
HNB
286
Huntington National Bank
Ohio
$21.1K -$1.08K -6 -5%
AF
287
Allworth Financial
California
$20.3K -$10.8K -57 -35%
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$17.3K -$540 -3 -3%
GI
289
GAMMA Investing
California
$14.6K -$1.44K -8 -9%
GRP
290
Global Retirement Partners
California
$13.3K -$3.6K -20 -21%
AGWCA
291
Annis Gardner Whiting Capital Advisors
Florida
$13.1K – – –
BTI
292
Blue Trust Inc
Georgia
$12.5K +$12.5K +56 New
ATPW
293
Ashton Thomas Private Wealth
Arizona
$11.9K +$11.9K +66 New
RIL
294
Rothschild Investment LLC
Illinois
$11.7K +$11.7K +65 New
BCMLT
295
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.6K – – –
Nisa Investment Advisors
296
Nisa Investment Advisors
Missouri
$10.4K -$63.9K -355 -86%
FFA
297
Farther Finance Advisors
California
$9.39K +$2.66K +15 +39%
SSB
298
Sandy Spring Bank
Maryland
$9K – – –
RI
299
Ridgewood Investments
New Jersey
$9K +$9K +50 New
BFEC
300
Benjamin F. Edwards & Company
Missouri
$8K -$11.2K -63 -58%
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