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Penumbra
PEN

Overview Fund Activity

208 hedge funds and large institutions have $4.82B invested in Penumbra in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 32 closing their positions.

Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
4.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
47
Increased
76
Reduced
58
Closed
32
Calls
$22.7M
Puts
$27.5M
Net Calls
-$4.74M
Net Calls Change
+$2.26M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$517M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$153M
3
AAM
3
Ardevora Asset Management
United Kingdom
$36.1M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$160M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$175M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.4M
2
RG
2
Redmile Group
California
$0
3
Norges Bank
3
Norges Bank
Norway
$49.5M
4
Wells Fargo
4
Wells Fargo
California
$6.34M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
26
Ardevora Asset Management
United Kingdom
$36.1M +$36.1M +225,600 New
EAM
27
Eagle Asset Management
Florida
$35.9M -$83.2K -520 -0.2%
WRF
28
Waddell & Reed Financial
Kansas
$34.1M -$4.29M -26,793 -11%
CTA
29
Carillon Tower Advisers
Florida
$31.6M – – –
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$31.4M +$1.8M +11,240 +6%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$31.3M +$524K +3,276 +2%
First Trust Advisors
32
First Trust Advisors
Illinois
$30.3M +$3.16M +19,737 +12%
CIP
33
Champlain Investment Partners
Vermont
$30.1M -$235K -1,470 -0.8%
Victory Capital Management
34
Victory Capital Management
Texas
$29.8M +$1.08M +6,730 +4%
Charles Schwab
35
Charles Schwab
California
$28.6M +$4.5M +28,126 +19%
Northern Trust
36
Northern Trust
Illinois
$28.3M -$86.4K -540 -0.3%
CAM
37
Carret Asset Management
New York
$27M -$5.63M -35,185 -17%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$26.2M -$1.83M -11,468 -7%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$25.1M -$1.43M -8,910 -5%
Goldman Sachs
40
Goldman Sachs
New York
$22.6M +$1.84M +11,493 +9%
EVM
41
Eaton Vance Management
Massachusetts
$22.4M +$967K +6,041 +5%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$20.6M – – –
RI
43
Redwood Investments
Massachusetts
$18.9M +$460K +2,874 +2%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$18.9M -$346K -2,162 -2%
AAMU
45
Amundi Asset Management US
Massachusetts
$18.4M +$717K +4,484 +4%
Citadel Advisors
46
Citadel Advisors
Florida
$16.8M +$14.1M +87,960 +509%
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$15.2M +$15.2M +95,000 New
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$14.3M +$14.3M +89,654 New
Bank of America
49
Bank of America
North Carolina
$13.1M -$4.26M -26,625 -25%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$12.2M +$248K +1,549 +2%
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