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Penumbra

52 hedge funds and large institutions have $338M invested in Penumbra in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

29.01% more ownership

Funds ownership: 0%29.01% (+29%)

Holders
52
Holders Change
+52
Holders Change %
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
52
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$942K +$951K +23,500 New
LCM
27
Laurion Capital Management
New York
$902K +$910K +22,501 New
Citadel Advisors
28
Citadel Advisors
Florida
$892K +$900K +22,242 New
JP Morgan Chase
29
JP Morgan Chase
New York
$801K +$808K +19,975 New
LCG
30
Lisanti Capital Growth
New York
$612K +$617K +15,250 New
EA
31
Emerald Advisers
Pennsylvania
$603K +$608K +15,040 New
Norges Bank
32
Norges Bank
Norway
$602K +$607K +15,000 New
Vanguard Group
33
Vanguard Group
Pennsylvania
$601K +$606K +14,993 New
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$600K +$605K +14,960 New
VAM
35
Visium Asset Management
New York
$543K +$548K +13,536 New
BAMS
36
Bellevue Asset Management (Switzerland)
Switzerland
$401K +$404K +10,000 New
WSA
37
Wall Street Associates
California
$401K +$404K +10,000 New
ACM
38
Asymmetry Capital Management
California
$400K +$404K +9,980 New
PIM
39
Partner Investment Management
California
$360K +$363K +8,986 New
EEG
40
E.E. Geduld
$301K +$303K +7,500 New
NFA
41
Nationwide Fund Advisors
Ohio
$300K +$302K +7,470 New
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$269K +$271K +6,700 New
Artisan Partners
43
Artisan Partners
Wisconsin
$200K +$202K +5,000 New
BG
44
BlackRock Group
United Kingdom
$192K +$194K +4,799 New
RA
45
Royce & Associates
New York
$40K +$40.4K +1,000 New
GGHC
46
Gilder Gagnon Howe & Co
New York
$27K +$26.9K +666 New
Credit Agricole
47
Credit Agricole
France
$20K +$20.2K +500 New
Bank of America
48
Bank of America
North Carolina
$16K +$16.4K +406 New
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$14K +$14.2K +350 New
UBS Group
50
UBS Group
Switzerland
$8K +$8.09K +200 New

PEN Hedge Fund Activity: Q3 2015 in Review

52 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q3 2015, worth a combined $338M.

Buyers outnumbered sellers: 52 funds opened new PEN positions and 0 closed out — a net gain of 52 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $149M.

  • 52 institutional investors held Penumbra (PEN) as of Q3 2015, up from 0 in Q2 2015.
  • Funds reported $338M of Penumbra stock for Q3 2015.
  • 52 funds opened new Penumbra positions in Q3 2015 and 0 closed out, a net change of +52 holders.
  • The largest Penumbra buyer in Q3 2015 was Fidelity Investments, an estimated $149M added.

Based on aggregated 13F filings for Q3 2015.