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Penumbra

278 hedge funds and large institutions have $7.94B invested in Penumbra in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
-7
Holders Change %
-2.46%
% of All Funds
4.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
97
Reduced
102
Closed
32
Calls
$44.7M
Puts
$50.4M
Net Calls
-$5.72M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PHS
26
PFM Health Sciences
California
$47.2M +$11.5M +43,329 +32%
EVM
27
Eaton Vance Management
Massachusetts
$44M +$388K +1,457 +0.9%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$40.5M -$3.14M -11,764 -7%
RSCM
29
Rock Springs Capital Management
Maryland
$39.3M
Neuberger Berman Group
30
Neuberger Berman Group
New York
$38.7M +$9.2M +34,554 +31%
Principal Financial Group
31
Principal Financial Group
Iowa
$33.8M -$124K -465 -0.4%
Morgan Stanley
32
Morgan Stanley
New York
$33.4M +$1.89M +7,082 +6%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$32.4M -$581K -2,180 -2%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$30.7M +$16M +60,121 +109%
CAM
35
Carret Asset Management
New York
$28.3M
Federated Hermes
36
Federated Hermes
Pennsylvania
$28.1M -$9.06K -34 -0%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$27M -$4K -15 -0%
Franklin Resources
38
Franklin Resources
California
$26.2M -$9.66M -36,253 -27%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$23.5M -$21.9K -82 -0.1%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$22.8M +$456K +1,711 +2%
Amundi
41
Amundi
France
$22.5M -$496K -1,863 -2%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$22.3M +$14.9M +51,830 +199%
AllianceBernstein
43
AllianceBernstein
Tennessee
$22.2M +$756K +2,835 +4%
Axa
44
Axa
France
$20.6M -$34.6K -130 -0.2%
Swiss National Bank
45
Swiss National Bank
Switzerland
$20.4M +$80K +300 +0.4%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$18.3M -$54.4K -204 -0.3%
ACM
47
Azimuth Capital Management
Michigan
$18M +$532K +1,998 +3%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$17.7M -$1.95M -7,321 -10%
Legal & General Group
49
Legal & General Group
United Kingdom
$17.2M +$2.13M +7,990 +14%
Bank of America
50
Bank of America
North Carolina
$16.7M -$383K -1,437 -2%