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Penumbra
PEN

Overview Fund Activity

368 hedge funds and large institutions have $8.3B invested in Penumbra in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+38
Holders Change %
+11.52%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
68
Increased
121
Reduced
132
Closed
25
Calls
$63.7M
Puts
$9.62M
Net Calls
+$54.1M
Net Calls Change
+$44.4M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$174M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$168M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$173M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$23.9M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$71.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$301M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.1M
3
B
3
Braidwell
Connecticut
$43.7M
4
Man Group
4
Man Group
United Kingdom
$4.84M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$70M +$433K +1,823 +0.6%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$66.5M +$20.3M +85,542 +44%
Charles Schwab
28
Charles Schwab
California
$64.5M +$904K +3,807 +1%
RSCM
29
Rock Springs Capital Management
Maryland
$57M -$5.94M -25,000 -9%
BG
30
Bellevue Group
Switzerland
$56.5M -$8.22M -34,630 -13%
Norges Bank
31
Norges Bank
Norway
$54.4M +$54.4M +229,054 New
AllianceBernstein
32
AllianceBernstein
Tennessee
$47.5M +$1.32M +5,569 +3%
B
33
Braidwell
Connecticut
$43.7M -$42.2M -177,600 -49%
Amundi
34
Amundi
France
$41.7M -$4.21M -16,347 -9%
PHS
35
PFM Health Sciences
California
$39.5M – – –
AQR Capital Management
36
AQR Capital Management
Connecticut
$37.9M +$6.21M +26,144 +20%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$34M +$6.41M +27,012 +23%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$31.1M -$60.1M -253,114 -66%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$29M +$2.35M +9,897 +9%
PAMP
40
Polar Asset Management Partners
Ontario, Canada
$29M +$2.76M +11,605 +11%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$27.9M -$11.1M -46,898 -29%
UBS AM
42
UBS AM
Illinois
$26.5M +$3.31M +13,929 +14%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$26.2M +$202K +849 +0.8%
Axa
44
Axa
France
$26M -$351K -1,478 -1%
SEI Investments
45
SEI Investments
Pennsylvania
$25.6M +$4.04M +17,027 +19%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.7M +$353K +1,486 +1%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$24.4M +$18M +75,648 +281%
Adage Capital Partners
48
Adage Capital Partners
Massachusetts
$23.9M +$23.9M +100,495 New
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$23.6M -$3.27M -13,777 -12%
CWG
50
C WorldWide Group
Denmark
$23M – – –
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