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Penumbra
PEN

Overview Fund Activity

444 hedge funds and large institutions have $9.17B invested in Penumbra in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 166 increasing their positions, 139 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+27
Holders Change %
+6.47%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
85
Increased
166
Reduced
139
Closed
51
Calls
$73.2M
Puts
$14.5M
Net Calls
+$58.7M
Net Calls Change
-$21.2M

Top Buyers

1
Invesco
Invesco
Georgia
+$149M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$59.8M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$53.8M
4
Man Group
Man Group
United Kingdom
+$50.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$49.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$161M
2
Citadel Advisors
Citadel Advisors
Florida
-$145M
3
Holocene Advisors
Holocene Advisors
New York
-$108M
4
WP
Woodline Partners
California
-$39M
5
CIP
Champlain Investment Partners
Vermont
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$59M -$6.38M -24,849 -10%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$56.9M -$4.52M -17,606 -7%
Citadel Advisors
28
Citadel Advisors
Florida
$56.2M -$145M -565,317 -72%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$54M -$25.8M -100,512 -32%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$53.8M +$53.8M +209,710 New
Man Group
31
Man Group
United Kingdom
$53M +$50.3M +195,939 +1,862%
Artisan Partners
32
Artisan Partners
Wisconsin
$52.4M -$22.3M -86,911 -30%
BG
33
Bellevue Group
Switzerland
$44.7M -$7.82M -30,467 -15%
UBS AM
34
UBS AM
Illinois
$44.6M +$16.5M +64,284 +59%
PHS
35
PFM Health Sciences
California
$42.7M – – –
VOYA Investment Management
36
VOYA Investment Management
Georgia
$41.5M +$17.2M +67,106 +71%
NL
37
Nuveen LLC
North Carolina
$41M +$8.69M +33,853 +27%
Ameriprise
38
Ameriprise
Minnesota
$40.4M +$14.4M +56,076 +55%
AllianceBernstein
39
AllianceBernstein
Tennessee
$39.1M -$10.8M -42,100 -22%
SEI Investments
40
SEI Investments
Pennsylvania
$37.9M -$1.87M -7,283 -5%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$37M -$24.2M -94,341 -40%
Point72 Asset Management
42
Point72 Asset Management
Connecticut
$35.9M -$6.02M -23,440 -14%
Fidelity International
43
Fidelity International
Bermuda
$33.6M +$10.7M +41,574 +47%
B
44
Braidwell
Connecticut
$33.3M +$5M +19,500 +18%
RSCM
45
Rock Springs Capital Management
Maryland
$33M -$10.9M -42,500 -25%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$32.7M -$13.3M -52,014 -29%
Principal Financial Group
47
Principal Financial Group
Iowa
$32.7M +$9.9M +38,582 +43%
DCM
48
Driehaus Capital Management
Illinois
$30.4M +$10.9M +42,365 +56%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$28.3M +$276K +1,074 +1%
Adage Capital Partners
50
Adage Capital Partners
Massachusetts
$28.1M +$2.44M +9,497 +9%
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