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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 %
CAL
301
Capital Advisors Ltd
Ohio
$1K – – –
RBC
302
Roble Belko & Company
Pennsylvania
$1K – – –
TAIM
303
TD Ameritrade Investment Management
Nebraska
$1K +$1K +3 New
PWMG
304
Prestige Wealth Management Group
New Jersey
$837 – – –
BWM
305
BerganKDV Wealth Management
Minnesota
$837 – – –
JWA
306
JFS Wealth Advisors
Pennsylvania
$558 +$558 +2 New
AF
307
Advisornet Financial
Minnesota
$557 +$279 +1 +100%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$279 – – –
PFBT
309
Parkside Financial Bank & Trust
Missouri
$279 – – –
WP
310
Woodline Partners
California
– -$21.3M -95,829 Closed
Balyasny Asset Management
311
Balyasny Asset Management
Illinois
– -$21M -94,541 Closed
WCM Investment Management
312
WCM Investment Management
California
– -$14.6M -65,788 Closed
MCM
313
Moore Capital Management
New York
– -$9.34M -41,972 Closed
HF
314
HRT Financial
New York
– -$6.02M -27,043 Closed
PA
315
Perceptive Advisors
New York
– -$5.65M -25,400 Closed
SCM
316
Soleus Capital Management
Connecticut
– -$2.07M -9,300 Closed
BMSSC
317
B. Metzler seel. Sohn & Co
Germany
– -$2.01M -9,023 Closed
SSA
318
Schonfeld Strategic Advisors
New York
– -$1.79M -8,036 Closed
Walleye Trading
319
Walleye Trading
New York
– -$1.38M -6,223 Closed
KLC
320
Kent Lake Capital
Nevada
– -$1.11M -5,000 Closed
WWM
321
Windsor Wealth Management
Indiana
– -$1.12M -4,850 Closed
WTA
322
Washington Trust Advisors
Massachusetts
– -$992K -4,460 Closed
Simplex Trading
323
Simplex Trading
Illinois
– -$969K -4,359 Closed
Group One Trading
324
Group One Trading
Illinois
– -$935K -4,205 Closed
DC
325
Diametric Capital
Massachusetts
– -$907K -4,076 Closed
10 11 12
13
14