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Penumbra
PEN

333 hedge funds and large institutions have $6.85B invested in Penumbra in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 141 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

17% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $58.5M

7% more capital invested

Capital invested by funds: $6.4B → $6.85B (+$450M)

7% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 54

1.05% less ownership

Funds ownership: 91.7% → 90.65% (-1%)

2% less funds holding

Funds holding: 341 → 333 (-8)

28% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 141

Holders
333
Holders Change
-8
Holders Change %
-2.35%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
102
Reduced
141
Closed
54
Calls
$68.2M
Puts
$58.5M
Net Calls
+$9.7M
Net Calls Change
+$1.25M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$71M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$67.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$64.8M
4
CIP
Champlain Investment Partners
Vermont
+$49.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$31.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$197M
2
EAM
Eagle Asset Management
Florida
-$58.1M
3
Goldman Sachs
Goldman Sachs
New York
-$37.5M
4
BlackRock
BlackRock
New York
-$35.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
26
Bellevue Group
Switzerland
$53M -$1.77M -9,366 -3%
Charles Schwab
27
Charles Schwab
California
$52M +$916K +4,848 +2%
RSCM
28
Rock Springs Capital Management
Maryland
$51.5M – – –
Northern Trust
29
Northern Trust
Illinois
$51.2M -$1.24M -6,557 -2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$51.1M +$1.16M +6,142 +2%
Norges Bank
31
Norges Bank
Norway
$48.1M -$18.4M -97,194 -28%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$41.6M +$751K +3,973 +2%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$37.8M -$19.9M -105,366 -35%
AllianceBernstein
34
AllianceBernstein
Tennessee
$37.8M +$4.3M +22,738 +13%
Amundi
35
Amundi
France
$34.7M +$1.26M +6,685 +4%
PHS
36
PFM Health Sciences
California
$32.3M -$3.56M -18,850 -10%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$32M +$31.1M +164,503 New
Man Group
38
Man Group
United Kingdom
$28.2M +$3.87M +20,457 +16%
AQR Capital Management
39
AQR Capital Management
Connecticut
$25.7M -$8.53M -45,122 -25%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$24.7M +$21.6M +114,207 +901%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$22.2M -$3.39M -17,958 -13%
N
42
Nuveen
North Carolina
$21.9M -$1.39M -7,341 -6%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$21.8M +$2.56M +13,534 +14%
Axa
44
Axa
France
$21.6M -$216K -1,141 -1%
PAMP
45
Polar Asset Management Partners
Ontario, Canada
$21.5M +$20.9M +110,521 New
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$21.3M +$76.5K +405 +0.4%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20M -$776K -4,108 -4%
UBS AM
48
UBS AM
Illinois
$19M +$188K +995 +1%
CWG
49
C WorldWide Group
Denmark
$18.8M – – –
PCH
50
Polar Capital Holdings
United Kingdom
$17.7M -$3.85M -20,367 -18%
1
2
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PEN Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q3 2024, worth a combined $6.85B — up 7% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of PEN and 50 opened new positions — a net loss of 4 holders — while 141 trimmed existing stakes and 102 added.

The largest buyer was Janus Henderson Group, adding an estimated $71M. The largest seller was T. Rowe Price Associates, cutting an estimated $197M.

  • 333 institutional investors held Penumbra (PEN) as of Q3 2024, down from 341 in Q2 2024.
  • Funds reported $6.85B of Penumbra stock for Q3 2024, up 7% quarter-over-quarter.
  • 50 funds opened new Penumbra positions in Q3 2024 and 54 closed out, a net change of -4 holders.
  • The largest Penumbra buyer in Q3 2024 was Janus Henderson Group, an estimated $71M added.
  • The largest Penumbra seller in Q3 2024 was T. Rowe Price Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2024.