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Penumbra
PEN

Overview Fund Activity

337 hedge funds and large institutions have $8.76B invested in Penumbra in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+24
Holders Change %
+7.67%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
64
Increased
114
Reduced
121
Closed
34
Calls
$184M
Puts
$196M
Net Calls
-$11.8M
Net Calls Change
-$128M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$781M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.46B
3
Morgan Stanley
3
Morgan Stanley
New York
$184M
4
B
4
Braidwell
Connecticut
$56M
5
CIP
5
Champlain Investment Partners
Vermont
$118M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.01B
2
Invesco
2
Invesco
Georgia
$95.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$3.01M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$7.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
301
Valley National Advisers
Pennsylvania
$5K +$3.81K +16 +320%
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$4.03K – – –
ST
303
Smithfield Trust
Pennsylvania
$4K -$2.59K -11 -39%
CFO
304
CVA Family Office
Colorado
$3.77K +$3.77K +15 New
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$2.52K +$2.52K +10 New
QC
306
Quent Capital
New York
$2.52K – – –
NA
307
NewEdge Advisors
Louisiana
$2.52K +$503 +2 +25%
TCWA
308
Turtle Creek Wealth Advisors
Texas
$2.52K +$2.52K +10 New
SWM
309
Spire Wealth Management
Virginia
$2.5K – – –
EWA
310
EverSource Wealth Advisors
Alabama
$2.26K +$1.76K +7 +350%
HI
311
Harbour Investments
Wisconsin
$2.01K +$503 +2 +33%
AW
312
Avion Wealth
Texas
$2K +$2K +6 New
BIA
313
Bell Investment Advisors
California
$1.76K +$503 +2 +40%
BF
314
BOK Financial
Oklahoma
$1.76K +$1.76K +7 New
SWS
315
SYSTM Wealth Solutions
Illinois
$1.51K +$1.51K +6 New
UFF
316
USA Financial Formulas
Michigan
$1.51K – – –
JWA
317
JFS Wealth Advisors
Pennsylvania
$1.26K +$755 +3 +150%
CSC
318
Caldwell Sutter Capital
California
$1.26K +$1.26K +5 New
JWM
319
Janiczek Wealth Management
Colorado
$1.26K +$1.26K +5 New
AWM
320
Able Wealth Management
New Jersey
$1.26K +$1.26K +5 New
CA
321
Clearstead Advisors
Ohio
$1.01K -$1.01K -4 -50%
PWMG
322
Private Wealth Management Group
New Jersey
$1.01K +$1.01K +4 New
PVH
323
Psagot Value Holdings
Israel
$1K -$600 -3 -38%
CAL
324
Capital Advisors Ltd
Ohio
$1K – – –
FMP
325
Financial Management Professionals
Texas
$1K – – –
11 12
13
14 15