Penumbra
136 hedge funds and large institutions have $2.22B invested in Penumbra in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 8 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 41
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
3% more funds holding
Funds holding: 132 → 136 (+4)
1.07% more ownership
Funds ownership: 71.61% → 72.69% (+1.1%)
5% more capital invested
Capital invested by funds: $2.11B → $2.22B (+$104M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.72M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$23.1M |
| 2 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$14.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.2M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$38M |
| 2 |
RG
Redmile Group
San Francisco,
California
|
-$31.5M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$9.71M |
| 4 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
-$6.7M |
| 5 |
PC
Pier Capital
Stamford,
Connecticut
|
-$5.99M |
PEN Hedge Fund Activity: Q3 2017 in Review
136 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q3 2017, worth a combined $2.22B — up 4.9% from $2.11B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PEN positions and 8 closed out — a net gain of 4 holders — while 62 added to existing stakes and 41 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $23.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $38M.
- 136 institutional investors held Penumbra (PEN) as of Q3 2017, up from 132 in Q2 2017.
- Funds reported $2.22B of Penumbra stock for Q3 2017, up 4.9% quarter-over-quarter.
- 12 funds opened new Penumbra positions in Q3 2017 and 8 closed out, a net change of +4 holders.
- The largest Penumbra buyer in Q3 2017 was Victory Capital Management, an estimated $23.1M added.
- The largest Penumbra seller in Q3 2017 was Lord, Abbett & Co, an estimated $38M sold.
Based on aggregated 13F filings for Q3 2017.