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Penumbra
PEN

Overview Fund Activity

245 hedge funds and large institutions have $4.81B invested in Penumbra in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-6
Holders Change %
-2.39%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
33
Increased
90
Reduced
86
Closed
35
Calls
$33.5M
Puts
$17.2M
Net Calls
+$16.3M
Net Calls Change
+$24.1M

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$116M
2
Goldman Sachs
2
Goldman Sachs
New York
$67.1M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$23.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$180M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$171M

Top Sellers

1
PHS
1
PFM Health Sciences
California
$19.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.7M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$16.1M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Ameriprise
5
Ameriprise
Minnesota
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Azimuth Capital Management
Michigan
$11.4M +$550K +3,409 +5%
Bank of America
52
Bank of America
North Carolina
$11.1M -$138K -855 -1%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$10.7M +$10.7M +66,608 New
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$10.4M -$532K -3,300 -5%
AIG
55
American International Group
New York
$10.1M +$97.9K +607 +1%
Swiss National Bank
56
Swiss National Bank
Switzerland
$9.83M +$145K +900 +2%
Wells Fargo
57
Wells Fargo
California
$9.31M +$1.04M +6,462 +13%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.96M +$149K +925 +2%
PP
59
PDT Partners
New York
$8.86M +$16.1K +100 +0.2%
Primecap Management
60
Primecap Management
California
$8.84M -$177K -1,100 -2%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$8.61M -$227K -1,406 -3%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$8.32M +$3.55M +21,979 +74%
Legal & General Group
63
Legal & General Group
United Kingdom
$7.97M +$534K +3,311 +7%
TAM
64
Trillium Asset Management
Massachusetts
$7.65M +$7.65M +47,387 New
ORI
65
Oak Ridge Investments
Illinois
$7.49M -$932K -5,778 -11%
AAMU
66
AEGON Asset Management (UK)
United Kingdom
$7.36M +$4.21M +26,087 +133%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$7.29M -$71.3K -442 -1%
WCM Investment Management
68
WCM Investment Management
California
$6.86M +$1.92M +11,878 +39%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$6.75M – – –
MFWM
70
Motley Fool Wealth Management
Virginia
$6.33M -$341K -2,111 -5%
CAM
71
Congress Asset Management
Massachusetts
$5.96M -$299K -1,852 -5%
PPA
72
Parametric Portfolio Associates
Washington
$5.9M +$683K +4,236 +13%
WBC
73
Westpac Banking Corp
Australia
$5.81M -$1.81M -11,200 -24%
Deutsche Bank
74
Deutsche Bank
Germany
$5.36M -$15.5M -95,796 -74%
TRSOTSOK
75
Teachers Retirement System of the State of Kentucky
Kentucky
$5.24M +$4.35M +26,982 +491%
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3
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