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Penumbra
PEN

Overview Fund Activity

279 hedge funds and large institutions have $6.71B invested in Penumbra in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 92 reducing their positions, and 36 closing their positions.

Holders
279
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
41
Increased
98
Reduced
92
Closed
36
Calls
$38.6M
Puts
$38.1M
Net Calls
+$534K
Net Calls Change
-$4.95M

Top Buyers

1
PA
1
Perceptive Advisors
New York
$31.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.7M
3
APM
3
Avidity Partners Management
Texas
$23.1M
4
RSCM
4
Rock Springs Capital Management
Maryland
$45.4M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$18.1M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$555M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$191M
3
Millennium Management
3
Millennium Management
New York
$50.4M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$253M
Name Market Value Shares Shares
Change 		Shares
Change %
PHS
26
PFM Health Sciences
California
$37M 166,719 -10,369 -6%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$32.2M 145,013 -214 -0.1%
PA
28
Perceptive Advisors
New York
$31.9M 143,591 +143,591 New
Adage Capital Partners
29
Adage Capital Partners
Massachusetts
$31.1M 140,000 -55,498 -28%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$29.1M 130,786 +3,678 +3%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$28.6M 135,894 -23,172 -15%
Principal Financial Group
32
Principal Financial Group
Iowa
$26.5M 119,422 -1,303 -1%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$24.9M 111,880 +760 +0.7%
Federated Hermes
34
Federated Hermes
Pennsylvania
$23.6M 106,368 +86 +0.1%
APM
35
Avidity Partners Management
Texas
$23.1M 104,000 +104,000 New
LNWWM
36
Laird Norton Wetherby Wealth Management
California
$22.5M 101,182 -65 -0.1%
AllianceBernstein
37
AllianceBernstein
Tennessee
$21.3M 96,088 +1,061 +1%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$20.1M 90,610 +2,717 +3%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$20M 90,006 -169 -0.2%
CAM
40
Carret Asset Management
New York
$19.7M 88,500 – –
Swiss National Bank
41
Swiss National Bank
Switzerland
$18.7M 84,000 +7,500 +10%
First Trust Advisors
42
First Trust Advisors
Illinois
$18.1M 81,527 +50,685 +164%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$17.6M 79,425 +5,711 +8%
Axa
44
Axa
France
$16.7M 75,150 +8,100 +12%
Amundi
45
Amundi
France
$16.6M 75,646 -4,698 -6%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$16.1M 74,380 -2,402 -3%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$15.9M 71,497 -575 -0.8%
Morgan Stanley
48
Morgan Stanley
New York
$15.3M 69,086 -23,097 -25%
ACM
49
Azimuth Capital Management
Michigan
$15M 67,323 +1,051 +2%
Legal & General Group
50
Legal & General Group
United Kingdom
$14.1M 63,363 -2,049 -3%
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