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Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $6.4B invested in Penumbra in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
–
Holders Change %
0%
% of All Funds
4.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
59
Increased
136
Reduced
105
Closed
56
Calls
$82.5M
Puts
$74.1M
Net Calls
+$8.44M
Net Calls Change
+$45.6M

Top Buyers

1
CAM
1
Congress Asset Management
Massachusetts
$116M
2
Goldman Sachs
2
Goldman Sachs
New York
$87.3M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$66M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$56.7M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$63M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
RSCM
2
Rock Springs Capital Management
Maryland
$47.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
IHAM
4
Integral Health Asset Management
New York
$0
5
TC
5
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
51
Loomis, Sayles & Company
Massachusetts
$17.8M +$515K +2,864 +3%
CWG
52
C WorldWide Group
Denmark
$17.5M +$3.6M +20,000 +26%
UBS AM
53
UBS AM
Illinois
$17.4M +$5.23M +29,085 +43%
SEI Investments
54
SEI Investments
Pennsylvania
$14.5M +$7.38M +40,985 +104%
CWM
55
Congress Wealth Management
Massachusetts
$14.4M +$12.4M +68,712 +605%
CAM
56
Carret Asset Management
New York
$14.2M – – –
Jennison Associates
57
Jennison Associates
New York
$13M -$2.64M -14,675 -17%
Swiss National Bank
58
Swiss National Bank
Switzerland
$13M – – –
Citadel Advisors
59
Citadel Advisors
Florida
$12.4M +$4.73M +26,303 +62%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$12.4M +$2.89M +16,069 +31%
Skandinaviska Enskilda Banken (SEB)
61
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.7M +$11.7M +64,782 New
Legal & General Group
62
Legal & General Group
United Kingdom
$11.4M +$265K +1,472 +2%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$11.3M +$7.95M +44,151 +234%
Federated Hermes
64
Federated Hermes
Pennsylvania
$11.1M -$1.62K -9 -0%
ACIM
65
Azimuth Capital Investment Management
Michigan
$11M -$297K -1,652 -3%
Group One Trading
66
Group One Trading
Illinois
$10.9M +$6.39M +35,527 +141%
Invesco
67
Invesco
Georgia
$10.8M -$501K -2,785 -4%
Wells Fargo
68
Wells Fargo
California
$10.5M -$93K -517 -0.9%
Ameriprise
69
Ameriprise
Minnesota
$9.86M -$40K -222 -0.4%
HFS
70
Hantz Financial Services
Michigan
$9.81M +$9.81M +54,509 New
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$9.32M +$306K +1,701 +3%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$8.94M +$716K +3,978 +9%
CF
73
Corebridge Financial
Texas
$8.9M +$8.9M +49,468 New
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$8.61M -$112K -621 -1%
Squarepoint
75
Squarepoint
New York
$8.5M -$404K -2,243 -5%
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3
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