PEN icon

Penumbra
PEN

Overview Fund Activity

362 hedge funds and large institutions have $11.8B invested in Penumbra in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 95 increasing their positions, 126 reducing their positions, and 34 closing their positions.

Holders
362
Holders Change
+52
Holders Change %
+16.77%
% of All Funds
5.71%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
86
Increased
95
Reduced
126
Closed
34
Calls
$185M
Puts
$36.3M
Net Calls
+$148M
Net Calls Change
+$97.9M

Top Buyers

1
EAM
1
Eagle Asset Management
Florida
$122M
2
Invesco
2
Invesco
Georgia
$179M
3
Goldman Sachs
3
Goldman Sachs
New York
$101M
4
Franklin Resources
4
Franklin Resources
California
$73.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$38.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.74B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$894M
3
BlackRock
3
BlackRock
New York
$1.42B
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$231M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
26
Bellevue Group
Switzerland
$80.6M -$1.36M -3,952 -2%
Charles Schwab
27
Charles Schwab
California
$80.1M +$1.72M +4,988 +2%
Franklin Resources
28
Franklin Resources
California
$73.2M +$41.8M +121,458 +133%
PAMP
29
Polar Asset Management Partners
Ontario, Canada
$72M -$12.7M -36,900 -15%
American Century Companies
30
American Century Companies
Missouri
$64.1M -$9.33M -27,131 -13%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$63.8M +$13.7M +39,818 +27%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$59.1M +$1.08M +3,134 +2%
Principal Financial Group
33
Principal Financial Group
Iowa
$49.9M -$1.79M -5,204 -3%
RG
34
Redmile Group
California
$47.8M -$16.9M -49,022 -26%
First Trust Advisors
35
First Trust Advisors
Illinois
$44.8M +$9.72M +28,253 +28%
PCH
36
Polar Capital Holdings
United Kingdom
$44.2M -$286K -832 -0.6%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$44M -$3.94M -11,464 -8%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$42.2M -$11.5M -33,350 -21%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$41.6M +$4.49M +13,036 +12%
AllianceBernstein
40
AllianceBernstein
Tennessee
$41.6M +$1.07M +3,097 +3%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$40.5M +$1.43M +4,164 +4%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$39.1M +$622K +1,809 +2%
T. Rowe Price Investment Management
43
T. Rowe Price Investment Management
Maryland
$38.9M -$85M -246,990 -69%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$38.1M +$38.1M +110,797 New
Macquarie Group
45
Macquarie Group
Australia
$34.9M -$972K -2,826 -3%
Federated Hermes
46
Federated Hermes
Pennsylvania
$33.2M -$5.8M -16,855 -15%
DCM
47
Driehaus Capital Management
Illinois
$32.2M +$2.27M +6,587 +8%
Legal & General Group
48
Legal & General Group
United Kingdom
$30.9M +$8.69M +25,255 +39%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.7M +$1.04M +3,035 +4%
Artisan Partners
50
Artisan Partners
Wisconsin
$27.7M -$14.3M -41,491 -34%
1
2
3 4 5