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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 %
GRP
351
Global Retirement Partners
California
$3.33K – – –
AssetMark Inc
352
AssetMark Inc
California
$3.33K +$3.33K +14 New
JSAM
353
J. Safra Asset Management
New York
$3.1K – – –
HWM
354
Hemington Wealth Management
Virginia
$3K +$923 +4 +44%
AWM
355
Avior Wealth Management
Nebraska
$2.61K +$2.61K +11 New
BOJHT
356
Bank of Jackson Hole Trust
Wyoming
$1.9K +$1.9K +8 New
IA
357
IFP Advisors
Florida
$1.9K -$237 -1 -11%
CAL
358
Capital Advisors Ltd
Ohio
$1K – – –
RBC
359
Roble Belko & Company
Pennsylvania
$1K – – –
PFBT
360
Parkside Financial Bank & Trust
Missouri
$951 +$713 +3 +300%
PWMG
361
Private Wealth Management Group
New Jersey
$950 – – –
TPCW
362
TD Private Client Wealth
New York
$950 – – –
S
363
Sachetta
Massachusetts
$713 – – –
FNWA
364
Financial Network Wealth Advisors
Utah
$712 – – –
FMP
365
Financial Management Professionals
Texas
$712 – – –
CSWM
366
Cassady Schiller Wealth Management
Ohio
$712 +$712 +3 New
MCM
367
Manchester Capital Management
Vermont
$238 – – –
AF
368
Advisornet Financial
Minnesota
$237 -$237 -1 -50%
ECM
369
ExodusPoint Capital Management
New York
– -$12.8M -65,992 Closed
Group One Trading
370
Group One Trading
Illinois
– -$10.3M -52,824 Closed
CFG
371
Citizens Financial Group
Rhode Island
– -$6.05M -31,121 Closed
LIP
372
Lighthouse Investment Partners
Florida
– -$4.45M -22,896 Closed
VPC
373
Vestal Point Capital
New York
– -$2.91M -15,000 Closed
CM
374
Caption Management
Oklahoma
– -$2.34M -12,050 Closed
LP
375
LMR Partners
United Kingdom
– -$2.33M -11,992 Closed
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