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Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $6.4B invested in Penumbra in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
–
Holders Change %
0%
% of All Funds
4.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
59
Increased
136
Reduced
105
Closed
56
Calls
$82.5M
Puts
$74.1M
Net Calls
+$8.44M
Net Calls Change
+$45.6M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$116M
2
Goldman Sachs
Goldman Sachs
New York
$87.3M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$66M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.7M
5
Artisan Partners
Artisan Partners
Wisconsin
$63M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
RSCM
Rock Springs Capital Management
Maryland
$47.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
IHAM
Integral Health Asset Management
New York
$0
5
TC
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
301
NBC Securities
Alabama
$8K – – –
FHA
302
First Horizon Advisors
Tennessee
$7.74K +$3.78K +21 +95%
CAS
303
Coppell Advisory Solutions
Texas
$7.56K +$7.56K +42 New
LC
304
Lindbrook Capital
California
$6.84K -$2.16K -12 -24%
LFA
305
LGT Financial Advisors
Texas
$4.86K – – –
CA
306
Crewe Advisors
Utah
$4.32K +$4.32K +24 New
PPC
307
Park Place Capital
Alabama
$4.14K +$4.14K +23 New
SS
308
Sunbelt Securities
Texas
$3.78K – – –
MAM
309
Meeder Asset Management
Ohio
$3.78K +$540 +3 +17%
KFI
310
Key Financial Inc
Pennsylvania
$3.6K – – –
CA
311
CoreCap Advisors
Michigan
$3.24K +$180 +1 +6%
MA
312
MCF Advisors
Kentucky
$3.06K -$1.26K -7 -29%
ST
313
Smithfield Trust
Pennsylvania
$3K – – –
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$2.88K – – –
CFO
315
CVA Family Office
Colorado
$2.7K – – –
EWA
316
EverSource Wealth Advisors
Alabama
$2.67K +$167 +1 +7%
FCA
317
FinTrust Capital Advisors
South Carolina
$2.52K +$180 +1 +8%
UB
318
UMB Bank
Missouri
$2.16K +$360 +2 +20%
TWP
319
Triad Wealth Partners
Kansas
$1.98K +$1.98K +11 New
HI
320
Harbour Investments
Wisconsin
$1.8K -$1.44K -8 -44%
SAM
321
Smartleaf Asset Management
Massachusetts
$1.75K +$525 +3 +43%
S
322
Sachetta
Massachusetts
$1.56K +$1.04K +6 +200%
SWM
323
Spire Wealth Management
Virginia
$1.44K -$360 -2 -20%
BIA
324
Bell Investment Advisors
California
$1.26K -$360 -2 -22%
IA
325
IFP Advisors
Florida
$1.26K -$180 -1 -13%
11 12
13
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