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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 %
BIA
301
Bell Investment Advisors
California
$1.21K -$1.21K -5 -50%
CAL
302
Capital Advisors Ltd
Ohio
$1K
FMP
303
Financial Management Professionals
Texas
$1K
RBC
304
Roble Belko & Company
Pennsylvania
$1K
VNA
305
Valley National Advisers
Pennsylvania
$1K +$1K +5 New
MIM
306
Macroview Investment Management
Maryland
$726 -$7.26K -30 -91%
PFBT
307
Parkside Financial Bank & Trust
Missouri
$726 +$484 +2 +200%
EWA
308
EverSource Wealth Advisors
Alabama
$484 -$484 -2 -50%
JWA
309
JFS Wealth Advisors
Pennsylvania
$484 -$242 -1 -33%
AF
310
Advisornet Financial
Minnesota
$484
SIC
311
SJS Investment Consulting
Ohio
$484 +$484 +2 New
MCM
312
Manchester Capital Management
Vermont
$242
FFA
313
Farther Finance Advisors
California
$242 +$242 +1 New
FGAM
314
Financial Gravity Asset Management
Texas
$25 -$1.55K -344 Closed
Macquarie Group
315
Macquarie Group
Australia
-$34.9M -101,536 Closed
Adage Capital Partners
316
Adage Capital Partners
Massachusetts
-$25.8M -75,000 Closed
TCM
317
TimesSquare Capital Management
New York
-$15.3M -44,380 Closed
Voloridge Investment Management
318
Voloridge Investment Management
Florida
-$10.7M -31,107 Closed
IHAM
319
Integral Health Asset Management
New York
-$10.3M -30,000 Closed
SI
320
Symmetry Investments
Jersey
-$9M -26,161 Closed
ECM
321
ExodusPoint Capital Management
New York
-$7.66M -22,263 Closed
BPC
322
Banque Pictet & Cie
Switzerland
-$6.73M -19,550 Closed
Tudor Investment Corp
323
Tudor Investment Corp
Connecticut
-$6.6M -19,175 Closed
LCG
324
Lisanti Capital Growth
New York
-$5.64M -16,395 Closed
HF
325
HRT Financial
New York
-$5.28M -15,358 Closed