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Penumbra
PEN

Overview Fund Activity

271 hedge funds and large institutions have $8.39B invested in Penumbra in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 43 closing their positions.

Holders
271
Holders Change
+8
Holders Change %
+3.04%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
52
Increased
65
Reduced
120
Closed
43
Calls
$82M
Puts
$74.8M
Net Calls
+$7.12M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$868M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$37.2M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$347M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$21.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$338M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$234M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$800M
4
Capital World Investors
4
Capital World Investors
California
$175M
5
Ameriprise
5
Ameriprise
Minnesota
$93M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$45.6M 168,545 -35,894 -18%
EVM
27
Eaton Vance Management
Massachusetts
$44.3M 163,623 +265 +0.2%
RSCM
28
Rock Springs Capital Management
Maryland
$39.9M 147,500 -11,500 -7%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$39.4M 145,781 -4,801 -3%
Millennium Management
30
Millennium Management
New York
$39M 144,169 -51,214 -26%
Adage Capital Partners
31
Adage Capital Partners
Massachusetts
$37.2M 137,500 +137,500 New
Mitsubishi UFJ Trust & Banking
32
Mitsubishi UFJ Trust & Banking
Japan
$35.7M 131,970 -800 -0.6%
Principal Financial Group
33
Principal Financial Group
Iowa
$34.1M 126,034 +16,470 +15%
CAM
34
Carret Asset Management
New York
$28.7M 106,051 -13,000 -11%
Federated Hermes
35
Federated Hermes
Pennsylvania
$28.6M 105,879 +65 +0.1%
AllianceBernstein
36
AllianceBernstein
Tennessee
$26.1M 96,504 -390 -0.4%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$24.3M 89,868 -805 -0.9%
AAMU
38
Amundi Asset Management US
Massachusetts
$23.8M 88,091 -15,366 -15%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$22.4M 82,856 +3,010 +4%
Marshall Wace
40
Marshall Wace
United Kingdom
$21.4M 79,197 +62,795 +383%
Swiss National Bank
41
Swiss National Bank
Switzerland
$21.3M 78,800 +1,200 +2%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$20.6M 76,075 -15,546 -17%
PHS
43
PFM Health Sciences
California
$20.1M 74,351 -125,343 -63%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$19.1M 70,635 -3,477 -5%
Bank of America
45
Bank of America
North Carolina
$18.3M 67,484 -3,929 -6%
Legal & General Group
46
Legal & General Group
United Kingdom
$17.7M 65,557 +6,736 +11%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$16.9M 62,358 -343 -0.5%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$16M 59,195 -1,580 -3%
Goldman Sachs
49
Goldman Sachs
New York
$15.4M 56,760 -148,309 -72%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$14.5M 53,563 +4,133 +8%
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