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Penumbra
PEN

Overview Fund Activity

310 hedge funds and large institutions have $9.74B invested in Penumbra in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 33 closing their positions.

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
59
Increased
96
Reduced
105
Closed
33
Calls
$106M
Puts
$55.4M
Net Calls
+$50.6M
Net Calls Change
-$97.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$609M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Invesco
3
Invesco
Georgia
$80M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$40.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$83.8M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$203M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$262M
3
PCH
3
Polar Capital Holdings
United Kingdom
$36.1M
4
CIP
4
Champlain Investment Partners
Vermont
$175M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$63.5M +$1.26M +4,522 +2%
American Century Companies
27
American Century Companies
Missouri
$59.5M -$5.89M -21,143 -9%
Millennium Management
28
Millennium Management
New York
$56.1M +$776K +2,784 +1%
RG
29
Redmile Group
California
$52.4M -$9.42M -33,817 -15%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$47M +$13M +46,732 +38%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$43.4M -$3.17M -11,373 -7%
Amundi
32
Amundi
France
$42.8M -$1.92M -6,779 -4%
Principal Financial Group
33
Principal Financial Group
Iowa
$41.9M +$125K +448 +0.3%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$40.6M +$34M +122,018 +519%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$38.8M +$993K +3,563 +3%
PCH
36
Polar Capital Holdings
United Kingdom
$36.1M -$63.4M -227,525 -64%
Artisan Partners
37
Artisan Partners
Wisconsin
$34M -$1.24M -4,437 -4%
AllianceBernstein
38
AllianceBernstein
Tennessee
$32.8M -$4.08M -14,642 -11%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$31.7M +$923K +3,313 +3%
Federated Hermes
40
Federated Hermes
Pennsylvania
$31.6M +$2.36M +8,474 +8%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$31.2M +$469K +1,682 +2%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$30.1M +$1.42M +5,078 +5%
B
43
Braidwell
Connecticut
$29.8M -$15.5M -55,784 -34%
Macquarie Group
44
Macquarie Group
Australia
$29.1M -$21.5M -77,019 -42%
First Trust Advisors
45
First Trust Advisors
Illinois
$28.4M -$597K -2,143 -2%
Franklin Resources
46
Franklin Resources
California
$25.4M +$13.6M +48,669 +114%
CAM
47
Carret Asset Management
New York
$24.7M – – –
DCM
48
Driehaus Capital Management
Illinois
$24.2M +$4.01M +14,377 +20%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$24.2M -$33.1M -118,916 -58%
Goldman Sachs
50
Goldman Sachs
New York
$23.5M -$17.5M -62,635 -43%
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