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Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $7.52B invested in Penumbra in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 106 reducing their positions, and 42 closing their positions.

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
47
Increased
137
Reduced
106
Closed
42
Calls
$121M
Puts
$158M
Net Calls
-$37.2M
Net Calls Change
-$25.4M

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$242M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$38.4M
3
State Street
3
State Street
Massachusetts
$269M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$28.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$186M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$252M
2
Morgan Stanley
2
Morgan Stanley
New York
$86.8M
3
Invesco
3
Invesco
Georgia
$14.1M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$675M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$38.4M +$38.4M +171,861 New
AllianceBernstein
27
AllianceBernstein
Tennessee
$38.2M +$5.38M +24,128 +16%
American Century Companies
28
American Century Companies
Missouri
$37.5M -$216K -968 -0.6%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$36.1M -$3.28M -14,706 -8%
PHS
30
PFM Health Sciences
California
$34.8M – – –
Principal Financial Group
31
Principal Financial Group
Iowa
$32.5M +$616K +2,760 +2%
Artisan Partners
32
Artisan Partners
Wisconsin
$31M -$1.59M -7,131 -5%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$29.2M +$2.64M +11,838 +10%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$29M -$1.5M -6,728 -5%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$28.8M +$10.8M +48,486 +60%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$28.2M +$21.6M +96,894 +330%
PCH
37
Polar Capital Holdings
United Kingdom
$25.1M -$3.37M -15,122 -12%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$24.2M -$909K -4,071 -4%
Axa
39
Axa
France
$23.6M +$1.8M +8,079 +8%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23M +$726K +3,251 +3%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$22.9M +$6.61M +29,610 +41%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$21.4M +$2.06M +9,225 +11%
T. Rowe Price Investment Management
43
T. Rowe Price Investment Management
Maryland
$21.3M +$6.3M +28,219 +42%
Millennium Management
44
Millennium Management
New York
$21M -$6.07M -27,220 -22%
Man Group
45
Man Group
United Kingdom
$20.4M +$11.3M +50,505 +124%
Jennison Associates
46
Jennison Associates
New York
$19.4M +$12.8M +57,310 +192%
Goldman Sachs
47
Goldman Sachs
New York
$19.3M -$8.13M -36,430 -30%
SCM
48
Soleus Capital Management
Connecticut
$19.1M +$1.41M +6,300 +8%
Amundi
49
Amundi
France
$18.7M -$4.01M -19,878 -18%
Bank of America
50
Bank of America
North Carolina
$17.8M +$7.83M +35,065 +78%
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