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Penumbra
PEN

Overview Fund Activity

255 hedge funds and large institutions have $5.51B invested in Penumbra in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+10
Holders Change %
+4.08%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
41
Increased
97
Reduced
85
Closed
29
Calls
$24.3M
Puts
$23.3M
Net Calls
+$1.02M
Net Calls Change
-$15.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$132M
2
BlackRock
2
BlackRock
New York
$599M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$553M
4
Citadel Advisors
4
Citadel Advisors
Florida
$33.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$964M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$54M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$123M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
51
Axa
France
$13.5M -$699K -3,911 -5%
Swiss National Bank
52
Swiss National Bank
Switzerland
$13.3M +$2.41M +13,500 +22%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$11.7M +$125K +700 +1%
AIG
54
American International Group
New York
$11.1M -$110K -616 -1%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$11M +$1.77M +9,895 +19%
Wells Fargo
56
Wells Fargo
California
$11M +$644K +3,599 +6%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$10.3M +$766K +4,283 +8%
Legal & General Group
58
Legal & General Group
United Kingdom
$9.83M +$997K +5,576 +11%
Primecap Management
59
Primecap Management
California
$9.75M -$53.6K -300 -0.5%
AAMU
60
AEGON Asset Management (UK)
United Kingdom
$9.46M +$1.29M +7,211 +16%
Citigroup
61
Citigroup
New York
$9.42M +$9.01M +50,383 +2,210%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.29M -$278K -1,614 -3%
TAM
63
Trillium Asset Management
Massachusetts
$8.96M +$489K +2,737 +6%
UBS AM
64
UBS AM
Illinois
$8.27M -$8.08M -45,200 -49%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$7.89M -$193K -1,079 -2%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$7.72M +$235K +1,315 +3%
ORI
67
Oak Ridge Investments
Illinois
$7.47M -$823K -4,602 -10%
Barclays
68
Barclays
United Kingdom
$7.25M +$2.86M +15,995 +65%
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$7.23M +$1.43M +7,994 +25%
NCGI
70
Next Century Growth Investors
Minnesota
$7.11M +$1.92M +10,728 +37%
MFWM
71
Motley Fool Wealth Management
Virginia
$7.06M +$46K +257 +0.7%
PP
72
PDT Partners
New York
$6.92M -$2.9M -16,200 -30%
CAM
73
Congress Asset Management
Massachusetts
$6.54M -$59.5K -333 -0.9%
ACM
74
Azimuth Capital Management
Michigan
$6.44M -$6.2M -34,679 -49%
WBC
75
Westpac Banking Corp
Australia
$6.07M -$368K -2,056 -6%
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