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Penumbra
PEN

Overview Fund Activity

310 hedge funds and large institutions have $9.74B invested in Penumbra in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
59
Increased
96
Reduced
105
Closed
33
Calls
$106M
Puts
$55.4M
Net Calls
+$50.6M
Net Calls Change
-$97.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$609M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Invesco
3
Invesco
Georgia
$80M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$40.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$83.8M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$203M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$262M
3
PCH
3
Polar Capital Holdings
United Kingdom
$36.1M
4
CIP
4
Champlain Investment Partners
Vermont
$175M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.2M +$761K +2,732 +3%
Swiss National Bank
52
Swiss National Bank
Switzerland
$21.7M -$2.51M -9,000 -10%
TD Asset Management
53
TD Asset Management
Ontario, Canada
$20.8M +$1.12M +4,021 +6%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$19.9M -$1.38M -4,959 -6%
BSA
55
Braun Stacey Associates
New York
$19.5M +$19.5M +70,030 New
Axa
56
Axa
France
$18.6M -$571K -2,048 -3%
Legal & General Group
57
Legal & General Group
United Kingdom
$18M +$255K +916 +1%
AAMU
58
AEGON Asset Management (UK)
United Kingdom
$17.6M -$1.56M -5,588 -8%
Bank of America
59
Bank of America
North Carolina
$16.4M -$178K -640 -1%
AIG
60
American International Group
New York
$16.4M -$155K -555 -0.9%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$16.2M -$2.25M -8,091 -12%
UBS AM
62
UBS AM
Illinois
$15.6M +$291K +1,043 +2%
Adage Capital Partners
63
Adage Capital Partners
Massachusetts
$13.9M -$27.9M -100,000 -67%
Ameriprise
64
Ameriprise
Minnesota
$13.8M -$169K -607 -1%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$13.8M -$121K -434 -0.9%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$12.6M -$167K -601 -1%
Wells Fargo
67
Wells Fargo
California
$12.4M +$2.57M +9,216 +26%
BA
68
Bridgewater Associates
Connecticut
$12.4M -$63.3K -227 -0.5%
TCM
69
TimesSquare Capital Management
New York
$12.2M +$12.2M +43,930 New
CS
70
Credit Suisse
Switzerland
$12.1M +$555K +1,990 +5%
Primecap Management
71
Primecap Management
California
$12.1M -$44.6K -160 -0.4%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$11.6M -$527K -1,890 -4%
NCGI
73
Next Century Growth Investors
Minnesota
$11.2M +$717K +2,571 +7%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$10.8M -$1.26M -4,504 -10%
LCG
75
Lisanti Capital Growth
New York
$10.8M -$5.78M -20,725 -35%
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