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Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $7.52B invested in Penumbra in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
47
Increased
137
Reduced
106
Closed
42
Calls
$121M
Puts
$158M
Net Calls
-$37.2M
Net Calls Change
-$25.4M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$242M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$38.4M
3
State Street
State Street
Massachusetts
$269M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28.2M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$186M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$252M
2
Morgan Stanley
Morgan Stanley
New York
$86.8M
3
Invesco
Invesco
Georgia
$14.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$675M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
301
LGT Financial Advisors
Texas
$6.03K – – –
MA
302
MCF Advisors
Kentucky
$5.36K – – –
FHA
303
First Horizon Advisors
Tennessee
$4.91K – – –
SS
304
Sunbelt Securities
Texas
$4.69K – – –
KFI
305
Key Financial Inc
Pennsylvania
$4.46K – – –
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$4.46K +$2.23K +10 +100%
HI
307
Harbour Investments
Wisconsin
$4.02K +$2.23K +10 +125%
MAM
308
Meeder Asset Management
Ohio
$4.02K +$4.02K +18 New
VNA
309
Valley National Advisers
Pennsylvania
$4K – – –
ST
310
Smithfield Trust
Pennsylvania
$4K – – –
CA
311
CoreCap Advisors
Michigan
$3.79K +$3.79K +17 New
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$3.57K – – –
CFO
313
CVA Family Office
Colorado
$3.35K – – –
EWA
314
EverSource Wealth Advisors
Alabama
$2.95K +$1.18K +6 +67%
FCA
315
FinTrust Capital Advisors
South Carolina
$2.9K +$2.9K +13 New
SWM
316
Spire Wealth Management
Virginia
$2.23K – – –
UB
317
UMB Bank
Missouri
$2.23K +$2.23K +10 New
NA
318
NewEdge Advisors
Louisiana
$2.23K – – –
BIA
319
Bell Investment Advisors
California
$2.01K +$446 +2 +29%
AW
320
Avion Wealth
Texas
$2K – – –
IA
321
IFP Advisors
Florida
$1.79K +$1.56K +7 +700%
SAM
322
Smartleaf Asset Management
Massachusetts
$1.58K +$1.36K +6 +600%
BF
323
BOK Financial
Oklahoma
$1.52K – – –
SWS
324
SYSTM Wealth Solutions
Illinois
$1.34K – – –
JWA
325
JFS Wealth Advisors
Pennsylvania
$1.12K – – –
11 12
13
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