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Penumbra
PEN

341 hedge funds and large institutions have $6.4B invested in Penumbra in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 105

11% more call options, than puts

Call options by funds: $82.5M | Put options by funds: $74.1M

4.57% more ownership

Funds ownership: 87.13% → 91.7% (+4.6%)

5% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 57

0% more funds holding

Funds holding: 341 → 341 (0)

15% less capital invested

Capital invested by funds: $7.52B → $6.4B (-$1.13B)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
341
Holders Change
–
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
60
Increased
136
Reduced
105
Closed
57
Calls
$82.5M
Puts
$74.1M
Net Calls
+$8.44M
Net Calls Change
+$45.6M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
+$123M
2
Goldman Sachs
Goldman Sachs
New York
+$79.6M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$54.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$42.4M
5
Artisan Partners
Artisan Partners
Wisconsin
+$42.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$252M
2
RSCM
Rock Springs Capital Management
Maryland
-$47.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$28.2M
4
B
Braidwell
Connecticut
-$16.6M
5
IHAM
Integral Health Asset Management
New York
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
326
IFP Advisors
Florida
$1.26K -$200 -1 -13%
CAL
327
Capital Advisors Ltd
Ohio
$1K – – –
FMP
328
Financial Management Professionals
Texas
$1K – – –
RBC
329
Roble Belko & Company
Pennsylvania
$1K – – –
JWM
330
Janiczek Wealth Management
Colorado
$900 – – –
AF
331
Advisornet Financial
Minnesota
$900 +$998 +5 New
CA
332
Clearstead Advisors
Ohio
$720 – – –
PWMG
333
Private Wealth Management Group
New Jersey
$720 – – –
TPCW
334
TD Private Client Wealth
New York
$720 – – –
FNWA
335
Financial Network Wealth Advisors
Utah
$540 +$599 +3 New
JWA
336
JFS Wealth Advisors
Pennsylvania
$360 -$599 -3 -60%
PFBT
337
Parkside Financial Bank & Trust
Missouri
$360 – – –
MCM
338
Manchester Capital Management
Vermont
$180 – – –
HIA
339
Harbor Investment Advisory
Maryland
$180 +$200 +1 New
IC
340
Innealta Capital
Texas
$180 +$200 +1 New
Capital Research Global Investors
341
Capital Research Global Investors
California
– -$252M -1,130,866 Closed
Balyasny Asset Management
342
Balyasny Asset Management
Illinois
– -$28.2M -126,261 Closed
IHAM
343
Integral Health Asset Management
New York
– -$15.6M -70,000 Closed
TC
344
TwinBeech Capital
New York
– -$15.1M -67,759 Closed
AIG
345
American International Group
New York
– -$11.5M -51,377 Closed
RG
346
Redmile Group
California
– -$9.96M -44,613 Closed
TPSF
347
Texas Permanent School Fund
Texas
– -$7.54M -33,779 Closed
ACM
348
Atika Capital Management
New York
– -$7.36M -33,000 Closed
PHK
349
Point72 Hong Kong
Hong Kong
– -$4.78M -21,425 Closed
ECM
350
ExodusPoint Capital Management
New York
– -$4.48M -20,060 Closed
12 13
14
15 16

PEN Hedge Fund Activity: Q2 2024 in Review

341 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q2 2024, worth a combined $6.4B — down 15% from $7.52B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PEN positions and 57 closed out — a net gain of 3 holders — while 136 added to existing stakes and 105 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $123M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $252M sold.

  • 341 institutional investors held Penumbra (PEN) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $6.4B of Penumbra stock for Q2 2024, down 15% quarter-over-quarter.
  • 60 funds opened new Penumbra positions in Q2 2024 and 57 closed out, a net change of +3 holders.
  • The largest Penumbra buyer in Q2 2024 was Congress Asset Management, an estimated $123M added.
  • The largest Penumbra seller in Q2 2024 was Capital Research Global Investors, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2024.