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Penumbra
PEN

Overview Fund Activity

330 hedge funds and large institutions have $6.8B invested in Penumbra in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 101 increasing their positions, 139 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-10
Holders Change %
-2.94%
% of All Funds
4.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
101
Reduced
139
Closed
56
Calls
$68.2M
Puts
$58.5M
Net Calls
+$9.7M
Net Calls Change
+$1.25M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$130M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$71.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$80.1M
4
CIP
4
Champlain Investment Partners
Vermont
$301M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$32M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$386M
2
EAM
2
Eagle Asset Management
Florida
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$55.7M
4
BlackRock
4
BlackRock
New York
$791M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$34K -$41.6K -214 -55%
GI
277
GAMMA Investing
California
$33.2K +$17.5K +90 +111%
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$29.1K – – –
SPIA
279
Steward Partners Investment Advisory
New York
$29.1K +$1.94K +10 +7%
S
280
SignatureFD
Georgia
$27.4K -$8.94K -46 -25%
TWD
281
True Wealth Design
Ohio
$26.2K +$26.2K +135 New
AF
282
Allworth Financial
California
$23.9K +$3.11K +16 +15%
UB
283
UMB Bank
Missouri
$23.7K +$21.4K +110 +917%
CPA
284
Capital Performance Advisors
California
$22.7K +$22.7K +117 New
HNB
285
Huntington National Bank
Ohio
$21.6K -$1.17K -6 -5%
Nisa Investment Advisors
286
Nisa Investment Advisors
Missouri
$21K +$9.72K +50 +86%
MG
287
Mather Group
Illinois
$19.4K -$7.19K -37 -27%
LC
288
Lindbrook Capital
California
$16.1K +$8.74K +45 +118%
BIG
289
Brooklyn Investment Group
New York
$15.7K +$15.7K +81 New
CA
290
Clearstead Advisors
Ohio
$14.8K +$14K +72 +1,800%
SAM
291
Smartleaf Asset Management
Massachusetts
$12.6K +$10.7K +56 +560%
FFA
292
Farther Finance Advisors
California
$12.4K +$2.14K +11 +21%
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$12.2K -$6.41K -33 -34%
BCMLT
294
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.5K – – –
BCWM
295
Bartlett & Co Wealth Management
Ohio
$10.1K +$10.1K +52 New
SSB
296
Sandy Spring Bank
Maryland
$9.72K – – –
RI
297
Ridgewood Investments
New Jersey
$9.72K – – –
CAS
298
Coppell Advisory Solutions
Texas
$8.05K – – –
Walleye Capital
299
Walleye Capital
New York
$6.8K -$550K -2,829 -99%
BBHC
300
Brown Brothers Harriman & Co
New York
$6.8K +$6.8K +35 New
10 11
12
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