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Penumbra
PEN

Overview Fund Activity

417 hedge funds and large institutions have $9.28B invested in Penumbra in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 141 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+49
Holders Change %
+13.32%
% of All Funds
5.66%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
93
Increased
141
Reduced
130
Closed
39
Calls
$95.8M
Puts
$15.9M
Net Calls
+$79.9M
Net Calls Change
+$25.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M
2
Holocene Advisors
Holocene Advisors
New York
+$105M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$63.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$43.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$39.8M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$210M
2
CIP
Champlain Investment Partners
Vermont
-$167M
3
Bank of America
Bank of America
North Carolina
-$37M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$21.9M
5
ClearBridge Investments
ClearBridge Investments
New York
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$68.1M -$15.8M -59,219 -19%
Goldman Sachs
27
Goldman Sachs
New York
$64.4M -$17.7M -66,322 -22%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$64M -$10.9M -40,706 -15%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$63.7M +$63.7M +238,326 New
Bank of America
30
Bank of America
North Carolina
$55.6M -$37M -138,452 -40%
BG
31
Bellevue Group
Switzerland
$54.7M -$8.97M -33,536 -14%
AllianceBernstein
32
AllianceBernstein
Tennessee
$52M -$1.56M -5,821 -3%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$48M +$39.8M +148,968 +487%
RSCM
34
Rock Springs Capital Management
Maryland
$45.7M -$18.5M -69,000 -29%
PHS
35
PFM Health Sciences
California
$44.5M – – –
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$43.7M +$43.7M +163,485 New
SEI Investments
37
SEI Investments
Pennsylvania
$41.4M +$12.6M +47,165 +44%
Millennium Management
38
Millennium Management
New York
$39.7M +$38.8M +145,228 +4,353%
WP
39
Woodline Partners
California
$39M +$32.2M +120,558 +476%
UBS Group
40
UBS Group
Switzerland
$37.2M +$14.9M +55,781 +67%
AQR Capital Management
41
AQR Capital Management
Connecticut
$36.6M -$5.6M -21,179 -13%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$35.6M -$2.65M -9,924 -7%
Amundi
43
Amundi
France
$34M -$10.3M -37,630 -23%
NL
44
Nuveen LLC
North Carolina
$33.7M +$33.7M +126,009 New
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$32M -$732K -2,736 -2%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$29.7M +$29.7M +111,068 New
B
47
Braidwell
Connecticut
$29.4M -$19.7M -73,700 -40%
UBS AM
48
UBS AM
Illinois
$29.3M -$523K -1,957 -2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$29.2M -$331K -1,239 -1%
Ameriprise
50
Ameriprise
Minnesota
$27.1M +$13.3M +49,645 +96%
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