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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
1
Champlain Investment Partners
Vermont
$242M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$38.4M
3
State Street
3
State Street
Massachusetts
$269M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$28.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$186M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$252M
2
Morgan Stanley
2
Morgan Stanley
New York
$86.8M
3
Invesco
3
Invesco
Georgia
$14.1M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$675M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
376
USA Financial Formulas
Michigan
– -$1.51K -6 Closed
CSC
377
Caldwell Sutter Capital
California
– -$1.26K -5 Closed
AWM
378
Able Wealth Management
New Jersey
– -$1.26K -5 Closed
PVH
379
Psagot Value Holdings
Israel
– -$1K -5 Closed
BTI
380
Blue Trust Inc
Georgia
– -$1K -3 Closed
AWM
381
Abound Wealth Management
Tennessee
– -$755 -3 Closed
AF
382
Advisornet Financial
Minnesota
– -$252 -1 Closed
FGAM
383
Financial Gravity Asset Management
Texas
– -$25 – –
12 13 14 15
16