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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 %
CAL
326
Capital Advisors Ltd
Ohio
$1K – – –
FMP
327
Financial Management Professionals
Texas
$1K – – –
RBC
328
Roble Belko & Company
Pennsylvania
$1K – – –
JWM
329
Janiczek Wealth Management
Colorado
$900 – – –
AF
330
Advisornet Financial
Minnesota
$900 +$900 +5 New
TPCW
331
TD Private Client Wealth
New York
$720 – – –
CA
332
Clearstead Advisors
Ohio
$720 – – –
PWMG
333
Private Wealth Management Group
New Jersey
$720 – – –
FNWA
334
Financial Network Wealth Advisors
Utah
$540 +$540 +3 New
JWA
335
JFS Wealth Advisors
Pennsylvania
$360 -$540 -3 -60%
PFBT
336
Parkside Financial Bank & Trust
Missouri
$360 – – –
MCM
337
Manchester Capital Management
Vermont
$180 – – –
HIA
338
Harbor Investment Advisory
Maryland
$180 +$180 +1 New
IC
339
Innealta Capital
Texas
$180 +$180 +1 New
Capital Research Global Investors
340
Capital Research Global Investors
California
– -$252M -1,130,866 Closed
Balyasny Asset Management
341
Balyasny Asset Management
Illinois
– -$28.2M -126,261 Closed
IHAM
342
Integral Health Asset Management
New York
– -$15.6M -70,000 Closed
TC
343
TwinBeech Capital
New York
– -$15.1M -67,759 Closed
AIG
344
American International Group
New York
– -$11.5M -51,377 Closed
RG
345
Redmile Group
California
– -$9.96M -44,613 Closed
ACM
346
Atika Capital Management
New York
– -$7.36M -33,000 Closed
PHK
347
Point72 Hong Kong
Hong Kong
– -$4.78M -21,425 Closed
ECM
348
ExodusPoint Capital Management
New York
– -$4.48M -20,060 Closed
CS
349
Candriam SCA
Luxembourg
– -$3.61M -16,171 Closed
PAMP
350
Polar Asset Management Partners
Ontario, Canada
– -$3.29M -14,761 Closed
12 13
14
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