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Penumbra
PEN

Overview Fund Activity

368 hedge funds and large institutions have $8.3B invested in Penumbra in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+38
Holders Change %
+11.52%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
68
Increased
121
Reduced
132
Closed
25
Calls
$63.7M
Puts
$9.62M
Net Calls
+$54.1M
Net Calls Change
+$44.4M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$174M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$168M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$173M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$23.9M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$71.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$301M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.1M
3
B
Braidwell
Connecticut
$43.7M
4
Man Group
Man Group
United Kingdom
$4.84M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
326
Smartleaf Asset Management
Massachusetts
$19.1K +$3.33K +14 +21%
TCM
327
TruNorth Capital Management
Michigan
$16.6K +$16.6K +70 New
FFA
328
Farther Finance Advisors
California
$15K -$237 -1 -2%
BCMLT
329
Beacon Capital Management LLC (Tennessee)
Tennessee
$14K – – –
EWA
330
EverSource Wealth Advisors
Alabama
$13.5K +$9.26K +39 +217%
BCWM
331
Bartlett & Co Wealth Management
Ohio
$12.3K – – –
SSB
332
Sandy Spring Bank
Maryland
$11.9K – – –
RI
333
Ridgewood Investments
New Jersey
$11.9K – – –
SS
334
SBI Securities
Japan
$10.9K +$10.9K +46 New
CT
335
Colonial Trust
South Carolina
$10.7K +$10.7K +45 New
CAS
336
Coppell Advisory Solutions
Texas
$10K – – –
BBHC
337
Brown Brothers Harriman & Co
New York
$8.31K – – –
MCM
338
MAI Capital Management
Ohio
$8.31K +$8.31K +35 New
VCM
339
Versant Capital Management
Arizona
$7.36K +$7.36K +31 New
LFA
340
LGT Financial Advisors
Texas
$6.41K – – –
MAM
341
Morse Asset Management
Connecticut
$5.94K +$5.94K +25 New
SS
342
Sunbelt Securities
Texas
$5K – – –
FHA
343
First Horizon Advisors
Tennessee
$4.99K – – –
KFI
344
Key Financial Inc
Pennsylvania
$4.75K – – –
MAM
345
Meeder Asset Management
Ohio
$4.28K -$1.43K -6 -25%
CFO
346
CVA Family Office
Colorado
$4.28K – – –
HNW
347
High Note Wealth
Minnesota
$4.28K +$4.28K +18 New
ST
348
Smithfield Trust
Pennsylvania
$4K – – –
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$3.8K – – –
CA
350
CoreCap Advisors
Michigan
$3.8K – – –
12 13
14
15 16