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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
CS
351
Candriam SCA
Luxembourg
– -$3.61M -16,171 Closed
PAMP
352
Polar Asset Management Partners
Ontario, Canada
– -$3.29M -14,761 Closed
PI
353
PEAK6 Investments
Illinois
– -$2.57M -12,882 Closed
LP
354
LMR Partners
United Kingdom
– -$2.68M -11,992 Closed
JF
355
Jump Financial
Illinois
– -$2.03M -9,118 Closed
EAM
356
Exome Asset Management
New York
– -$1.64M -7,353 Closed
GCM
357
Genus Capital Management
British Columbia, Canada
– -$1.63M -7,300 Closed
FRM
358
Fox Run Management
Connecticut
– -$1.38M -6,162 Closed
CSS
359
Cubist Systematic Strategies
Connecticut
– -$1.14M -5,714 Closed
STA
360
Summit Trail Advisors
New York
– -$1.19M -5,343 Closed
VF
361
Virtu Financial
New York
– -$895K -4,011 Closed
LAM
362
LECAP Asset Management
United Kingdom
– -$882K -3,951 Closed
Two Sigma Investments
363
Two Sigma Investments
New York
– -$826K -3,701 Closed
PCM
364
Prelude Capital Management
New York
– -$823K -3,686 Closed
Wolverine Trading
365
Wolverine Trading
Illinois
– -$752K -3,370 Closed
PD
366
Point72 (DIFC)
United Arab Emirates
– -$739K -3,313 Closed
I
367
InceptionR
California
– -$721K -3,231 Closed
CCM
368
Cinctive Capital Management
New York
– -$696K -3,118 Closed
SEC
369
Seven Eight Capital
New York
– -$680K -3,046 Closed
SRL
370
Scientech Research LLC
New Jersey
– -$650K -2,914 Closed
SGA
371
Seaport Global Advisors
Massachusetts
– -$497K -2,225 Closed
SPS
372
Susquehanna Portfolio Strategies
Pennsylvania
– -$484K -2,167 Closed
OR
373
Olympiad Research
Connecticut
– -$462K -2,069 Closed
TSS
374
Two Sigma Securities
New York
– -$385K -1,931 Closed
PRC
375
Pearl River Capital
Michigan
– -$410K -1,837 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.