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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 %
TCM
351
Teza Capital Management
Illinois
– -$677K -2,693 Closed
AI
352
Atom Investors
Texas
– -$641K -2,548 Closed
HSA
353
Hussman Strategic Advisors
Maryland
– -$528K -2,100 Closed
SI
354
Sofinnova Investments
California
– -$503K -2,000 Closed
Nomura Holdings
355
Nomura Holdings
Japan
– -$440K -1,750 Closed
SG Americas Securities
356
SG Americas Securities
New York
– -$358K -1,423 Closed
MML Investors Services
357
MML Investors Services
Massachusetts
– -$341K -1,357 Closed
IIM
358
INTECH Investment Management
Florida
– -$340K -1,351 Closed
SSA
359
Schonfeld Strategic Advisors
New York
– -$255K -1,013 Closed
FCI
360
Financial Counselors Inc
Kansas
– -$233K -925 Closed
OSAM
361
O'Shaughnessy Asset Management
Connecticut
– -$231K -918 Closed
JWM
362
JFG Wealth Management
Colorado
– -$226K -900 Closed
WFAG
363
Wescott Financial Advisory Group
Pennsylvania
– -$214K -850 Closed
IAA
364
Independent Advisor Alliance
North Carolina
– -$211K -838 Closed
JGGDR
365
JGP Global Gestao de Recursos
Brazil
– -$207K -824 Closed
Commonwealth Equity Services
366
Commonwealth Equity Services
Massachusetts
– -$205K -815 Closed
BCV
367
Banque Cantonale Vaudoise
Switzerland
– -$161K -640 Closed
Robeco Institutional Asset Management
368
Robeco Institutional Asset Management
Netherlands
– -$137K -545 Closed
HPC
369
HM Payson & Co
Maine
– -$126K -500 Closed
PMAM
370
Picton Mahoney Asset Management
Ontario, Canada
– -$88K -350 Closed
MRCM
371
M&R Capital Management
New Jersey
– -$51.1K -203 Closed
SSG
372
Summit Securities Group
New York
– -$25K -100 Closed
GWS
373
Glassman Wealth Services
Virginia
– -$9.56K -38 Closed
CFB
374
Cullen/Frost Bankers
Texas
– -$5.03K -20 Closed
TCWA
375
Turtle Creek Wealth Advisors
Texas
– -$2.52K -10 Closed
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