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Penumbra
PEN

Overview Fund Activity

152 hedge funds and large institutions have $2.33B invested in Penumbra in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+16
Holders Change %
+11.76%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
57
Reduced
55
Closed
10
Calls
$1.1M
Puts
$4M
Net Calls
-$2.9M
Net Calls Change
+$821K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.4M
2
PHS
2
PFM Health Sciences
California
$77.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$235M
4
CS
4
Credit Suisse
Switzerland
$19.3M
5
PI
5
Putnam Investments
Massachusetts
$41.9M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$1.27M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
ORI
3
Oak Ridge Investments
Illinois
$5.38M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
WRF
5
Waddell & Reed Financial
Kansas
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$4.24M -$312K -3,312 -7%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$3.19M -$2.66M -28,244 -45%
TCM
53
Timpani Capital Management
Wisconsin
$3.17M +$607K +6,454 +24%
MOACM
54
Mutual of America Capital Management
New York
$3.07M +$21K +223 +0.7%
Wells Fargo
55
Wells Fargo
California
$2.93M -$1.61M -17,093 -35%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$2.86M +$1.24M +13,217 +77%
RMC
57
Regis Management Company
California
$2.85M -$2.97M -31,520 -51%
BDF
58
Balasa Dinverno & Foltz
$2.85M -$101K -1,068 -3%
PPA
59
Parametric Portfolio Associates
Washington
$2.82M -$1.52M -16,132 -35%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$2.67M -$465K -4,938 -15%
MWNA
61
Marshall Wace North America
New York
$2.48M +$2.2M +23,413 +803%
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$2.36M -$282K -3,000 -11%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.09M +$7.15K +76 +0.3%
Millennium Management
64
Millennium Management
New York
$2.09M +$2.09M +22,220 New
RA
65
Royce & Associates
New York
$1.98M +$565K +6,000 +40%
JPMPWA
66
J.P. Morgan Private Wealth Advisors
California
$1.95M -$72.9K -775 -4%
NIP
67
Nicholas Investment Partners
California
$1.91M -$2.04M -21,632 -52%
AIG
68
American International Group
New York
$1.86M +$8.66K +92 +0.5%
EI
69
EAM Investors
California
$1.83M -$413K -4,393 -18%
UBS AM
70
UBS AM
Illinois
$1.8M +$108K +1,153 +6%
BG
71
Bellevue Group
Switzerland
$1.58M – – –
Goldman Sachs
72
Goldman Sachs
New York
$1.55M +$445K +4,726 +40%
EMG
73
ETF Managers Group
New Jersey
$1.5M +$1.5M +16,602 New
PP
74
Paloma Partners
Connecticut
$1.48M +$653K +6,935 +79%
MWM
75
Mission Wealth Management
California
$1.44M – – –
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