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Penumbra
PEN

Overview Fund Activity

263 hedge funds and large institutions have $5.98B invested in Penumbra in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-11
Holders Change %
-4.01%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
103
Reduced
86
Closed
48
Calls
$62.3M
Puts
$165M
Net Calls
-$103M
Net Calls Change
-$31.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$568M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$331M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$241M
4
Ameriprise
4
Ameriprise
Minnesota
$101M
5
BlackRock
5
BlackRock
New York
$623M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$17M
2
Invesco
2
Invesco
Georgia
$47.4M
3
SIMG
3
Stephens Investment Management Group
Texas
$0
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$35.9M -$6.35M -36,300 -15%
Charles Schwab
27
Charles Schwab
California
$35.8M +$2.51M +14,362 +8%
PHS
28
PFM Health Sciences
California
$34.9M -$6.95M -39,703 -17%
Millennium Management
29
Millennium Management
New York
$34.2M +$28.5M +163,045 +504%
EVM
30
Eaton Vance Management
Massachusetts
$28.6M +$3.15K +18 +0%
RSCM
31
Rock Springs Capital Management
Maryland
$27.8M – – –
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$26.4M +$7.84M +44,774 +42%
BG
33
Bellevue Group
Switzerland
$25.8M +$4.6M +26,301 +22%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$23.2M -$1.66M -9,500 -7%
CAM
35
Carret Asset Management
New York
$20.8M -$1.75M -10,000 -8%
RI
36
RTW Investments
New York
$20.7M +$20.7M +118,273 New
Principal Financial Group
37
Principal Financial Group
Iowa
$19.2M +$1.45M +8,294 +8%
LNWWM
38
Laird Norton Wetherby Wealth Management
California
$18.6M +$14.3M +81,518 +326%
Federated Hermes
39
Federated Hermes
Pennsylvania
$18.5M -$17.6M -100,670 -49%
AAMU
40
Amundi Asset Management US
Massachusetts
$18.1M -$602K -3,440 -3%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$17.4M -$2.08M -11,900 -11%
AllianceBernstein
42
AllianceBernstein
Tennessee
$17M -$101M -575,522 -86%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$16M -$3.39M -19,354 -17%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$15.9M -$661K -3,776 -4%
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$15.7M +$13.9M +79,147 +753%
EOJOAM
46
E. Ohman J:or Asset Management
Sweden
$15.6M +$15.6M +89,400 New
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$14M +$394K +2,249 +3%
Swiss National Bank
48
Swiss National Bank
Switzerland
$13.6M +$87.5K +500 +0.6%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$13M +$894K +5,111 +7%
Bank of America
50
Bank of America
North Carolina
$12.5M -$3.36M -19,204 -21%
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