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Penumbra
PEN

Overview Fund Activity

198 hedge funds and large institutions have $4.51B invested in Penumbra in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
71
Reduced
69
Closed
23
Calls
$24.6M
Puts
$31.6M
Net Calls
-$6.99M
Net Calls Change
-$7.65M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$214M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$76.8M
3
Invesco
Invesco
Georgia
+$63.3M
4
Norges Bank
Norges Bank
Norway
+$33.1M
5
Wells Fargo
Wells Fargo
California
+$30.1M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$46.3M
2
PHS
PFM Health Sciences
California
-$25.9M
3
PI
Putnam Investments
Massachusetts
-$20.5M
4
CIP
Champlain Investment Partners
Vermont
-$17.3M
5
First Trust Advisors
First Trust Advisors
Illinois
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$35M +$30.1M +204,544 +605%
RSCM
27
Rock Springs Capital Management
Maryland
$33.1M – – –
EAM
28
Eagle Asset Management
Florida
$33M -$24.8K -169 -0.1%
Federated Hermes
29
Federated Hermes
Pennsylvania
$30.9M -$7.95M -54,100 -20%
CAM
30
Carret Asset Management
New York
$30M – – –
CTA
31
Carillon Tower Advisers
Florida
$29.1M – – –
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$28.3M +$682K +4,636 +2%
CIP
33
Champlain Investment Partners
Vermont
$27.9M -$17.3M -117,835 -38%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$27.2M -$13.7M -93,068 -33%
Victory Capital Management
35
Victory Capital Management
Texas
$26.4M -$1M -6,807 -4%
Northern Trust
36
Northern Trust
Illinois
$26.1M +$297K +2,020 +1%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$25.8M -$1.74M -11,807 -6%
First Trust Advisors
38
First Trust Advisors
Illinois
$25M -$16.1M -109,579 -39%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$24.4M -$722K -4,912 -3%
Charles Schwab
40
Charles Schwab
California
$22.2M +$5.79M +39,412 +35%
Millennium Management
41
Millennium Management
New York
$20.6M -$5.11M -34,771 -20%
EVM
42
Eaton Vance Management
Massachusetts
$19.7M +$9.11M +61,973 +86%
Goldman Sachs
43
Goldman Sachs
New York
$19.1M +$2.44M +16,618 +15%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$18.9M -$1.18M -8,000 -6%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$17.7M -$843K -5,736 -5%
RI
46
Redwood Investments
Massachusetts
$17M +$2.94M +19,978 +21%
AAMU
47
Amundi Asset Management US
Massachusetts
$16.3M +$872K +5,935 +6%
Bank of America
48
Bank of America
North Carolina
$15.9M +$4.82M +32,763 +43%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$11.5M +$394K +2,683 +4%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$10.9M +$2.18M +14,858 +25%
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