PEN icon

Penumbra

362 hedge funds and large institutions have $11.8B invested in Penumbra in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 95 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+52
Holders Change %
+16.77%
% of All Funds
5.71%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
95
Reduced
126
Closed
34
Calls
$185M
Puts
$36.3M
Net Calls
+$148M
Net Calls Change
+$97.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Wellington Management Group
376
Wellington Management Group
Massachusetts
-$801K -2,874 Closed
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
-$604K -2,170 Closed
XT
378
XTX Topco
Cayman Islands
-$561K -2,013 Closed
VF
379
Virtu Financial
New York
-$429K -1,542 Closed
LCM
380
Landscape Capital Management
New Jersey
-$342K -1,226 Closed
BWP
381
BSW Wealth Partners
Colorado
-$277K -993 Closed
MCM
382
Mainstay Capital Management
Michigan
-$268K -960 Closed
ESCM
383
Echo Street Capital Management
New York
-$239K -858 Closed
BAM
384
Belpointe Asset Management
Nevada
-$63.5K -228 Closed
HI
385
Harbour Investments
Wisconsin
-$28.1K -101 Closed
ASN
386
Advisory Services Network
Georgia
-$12.3K -44 Closed
CTC
387
Central Trust Company
Missouri
-$6.97K -25 Closed
CA
388
Crewe Advisors
Utah
-$6.13K -22 Closed
SC
389
SouthState Corp
Florida
-$5.3K -19 Closed
BTI
390
Blue Trust Inc
Georgia
-$3K -15 Closed
EI
391
Ellevest Inc
New York
-$3.62K -13 Closed
TWA
392
TCI Wealth Advisors
Arizona
-$2.79K -10 Closed
CYG
393
Clean Yield Group
Vermont
-$1.12K -4 Closed
PWMG
394
Prestige Wealth Management Group
New Jersey
-$837 -3 Closed
TAIM
395
TD Ameritrade Investment Management
Nebraska
-$1K -3 Closed