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Penumbra
PEN

Overview Fund Activity

337 hedge funds and large institutions have $8.76B invested in Penumbra in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 34 closing their positions.

Holders
337
Holders Change
+24
Holders Change %
+7.67%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
64
Increased
114
Reduced
121
Closed
34
Calls
$184M
Puts
$196M
Net Calls
-$11.8M
Net Calls Change
-$128M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$781M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.46B
3
Morgan Stanley
3
Morgan Stanley
New York
$184M
4
B
4
Braidwell
Connecticut
$56M
5
CIP
5
Champlain Investment Partners
Vermont
$118M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.01B
2
Invesco
2
Invesco
Georgia
$95.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$3.01M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$7.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
26
Bellevue Group
Switzerland
$51.1M -$8.6M -34,206 -14%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$44.3M -$352K -1,399 -0.8%
American Century Companies
28
American Century Companies
Missouri
$42.5M +$935K +3,716 +2%
PHS
29
PFM Health Sciences
California
$39.2M -$9.21M -36,620 -19%
AllianceBernstein
30
AllianceBernstein
Tennessee
$37M +$3.63M +14,412 +11%
Artisan Partners
31
Artisan Partners
Wisconsin
$36.8M +$11.6M +45,983 +46%
Principal Financial Group
32
Principal Financial Group
Iowa
$36M -$66.7K -265 -0.2%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$34.3M +$1.2M +4,780 +4%
PCH
34
Polar Capital Holdings
United Kingdom
$32.1M -$159K -631 -0.5%
Goldman Sachs
35
Goldman Sachs
New York
$30.9M -$19.3M -76,786 -38%
Millennium Management
36
Millennium Management
New York
$30.5M -$16.1M -64,050 -35%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$29.9M +$2.04M +8,122 +7%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$28.3M -$1.15M -4,587 -4%
Amundi
39
Amundi
France
$27.5M +$9.23M +37,654 +50%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.1M +$2.02M +8,029 +9%
Axa
41
Axa
France
$24.5M +$1.97M +7,828 +9%
RG
42
Redmile Group
California
$24M -$15.1M -59,834 -39%
Citadel Advisors
43
Citadel Advisors
Florida
$23M -$39.5M -157,131 -63%
Loomis, Sayles & Company
44
Loomis, Sayles & Company
Massachusetts
$21.8M +$21.8M +86,733 +321,233%
Jane Street
45
Jane Street
New York
$21M +$17.4M +69,079 +479%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$20.3M +$18.2M +72,424 +885%
SCM
47
Soleus Capital Management
Connecticut
$20M +$20M +79,400 New
CAM
48
Carret Asset Management
New York
$19.9M – – –
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$18.4M -$4.17M -16,593 -19%
Federated Hermes
50
Federated Hermes
Pennsylvania
$18.2M -$16.4M -65,094 -47%
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