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Penumbra
PEN

333 hedge funds and large institutions have $6.85B invested in Penumbra in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 141 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

17% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $58.5M

7% more capital invested

Capital invested by funds: $6.4B → $6.85B (+$450M)

7% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 54

1.05% less ownership

Funds ownership: 91.7% → 90.65% (-1%)

2% less funds holding

Funds holding: 341 → 333 (-8)

28% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 141

Holders
333
Holders Change
-8
Holders Change %
-2.35%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
102
Reduced
141
Closed
54
Calls
$68.2M
Puts
$58.5M
Net Calls
+$9.7M
Net Calls Change
+$1.25M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$71M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$67.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$64.8M
4
CIP
Champlain Investment Partners
Vermont
+$49.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$31.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$197M
2
EAM
Eagle Asset Management
Florida
-$58.1M
3
Goldman Sachs
Goldman Sachs
New York
-$37.5M
4
BlackRock
BlackRock
New York
-$35.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$17.6M -$7.33M -38,767 -30%
SEI Investments
52
SEI Investments
Pennsylvania
$17.6M +$1.91M +10,099 +13%
Renaissance Technologies
53
Renaissance Technologies
New York
$17.5M -$1.83M -9,700 -10%
American Century Companies
54
American Century Companies
Missouri
$17.3M -$13.7M -72,507 -45%
CWM
55
Congress Wealth Management
Massachusetts
$15.6M +$73.7K +390 +0.5%
CAM
56
Carret Asset Management
New York
$15.4M – – –
Swiss National Bank
57
Swiss National Bank
Switzerland
$14M -$94.5K -500 -0.7%
ECM
58
ExodusPoint Capital Management
New York
$12.8M +$12.5M +65,992 New
Legal & General Group
59
Legal & General Group
United Kingdom
$12.5M +$194K +1,028 +2%
NC
60
NZS Capital
Colorado
$12.1M +$11.7M +62,054 New
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$12M -$1.34M -7,116 -10%
Fidelity International
62
Fidelity International
Bermuda
$11.9M +$11.6M +61,441 New
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$11.4M -$862K -4,563 -7%
Invesco
64
Invesco
Georgia
$11.3M -$413K -2,186 -4%
HFS
65
Hantz Financial Services
Michigan
$10.3M -$278K -1,473 -3%
Group One Trading
66
Group One Trading
Illinois
$10.3M -$1.48M -7,855 -13%
Ameriprise
67
Ameriprise
Minnesota
$10.2M -$455K -2,407 -4%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$9.75M -$299K -1,581 -3%
Wells Fargo
69
Wells Fargo
California
$9.33M -$1.97M -10,436 -18%
Retirement Systems of Alabama
70
Retirement Systems of Alabama
Alabama
$9.17M -$125K -659 -1%
CF
71
Corebridge Financial
Texas
$9.01M -$588K -3,114 -6%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$8.96M -$678K -3,590 -7%
Holocene Advisors
73
Holocene Advisors
New York
$7.89M +$7.68M +40,621 New
ACIM
74
Azimuth Capital Investment Management
Michigan
$7.76M -$3.98M -21,081 -35%
Skandinaviska Enskilda Banken (SEB)
75
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.67M -$4.78M -25,288 -39%
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PEN Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q3 2024, worth a combined $6.85B — up 7% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of PEN and 50 opened new positions — a net loss of 4 holders — while 141 trimmed existing stakes and 102 added.

The largest buyer was Janus Henderson Group, adding an estimated $71M. The largest seller was T. Rowe Price Associates, cutting an estimated $197M.

  • 333 institutional investors held Penumbra (PEN) as of Q3 2024, down from 341 in Q2 2024.
  • Funds reported $6.85B of Penumbra stock for Q3 2024, up 7% quarter-over-quarter.
  • 50 funds opened new Penumbra positions in Q3 2024 and 54 closed out, a net change of -4 holders.
  • The largest Penumbra buyer in Q3 2024 was Janus Henderson Group, an estimated $71M added.
  • The largest Penumbra seller in Q3 2024 was T. Rowe Price Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2024.