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Penumbra
PEN

Overview Fund Activity

368 hedge funds and large institutions have $8.3B invested in Penumbra in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 132 reducing their positions, and 25 closing their positions.

Holders
368
Holders Change
+38
Holders Change %
+11.52%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
68
Increased
121
Reduced
132
Closed
25
Calls
$63.7M
Puts
$9.62M
Net Calls
+$54.1M
Net Calls Change
+$44.4M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$174M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$168M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$173M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$23.9M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$71.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$301M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.1M
3
B
3
Braidwell
Connecticut
$43.7M
4
Man Group
4
Man Group
United Kingdom
$4.84M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
51
Principal Financial Group
Iowa
$21.2M -$375K -1,578 -2%
Ensign Peak Advisors
52
Ensign Peak Advisors
Utah
$20.6M -$9.49M -39,966 -31%
UBS Group
53
UBS Group
Switzerland
$19.8M +$15.9M +66,939 +412%
CWM
54
Congress Wealth Management
Massachusetts
$19M -$140K -590 -0.7%
CAM
55
Carret Asset Management
New York
$18.8M – – –
PA
56
Perceptive Advisors
New York
$17.4M +$17.4M +73,338 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$17.2M +$142K +600 +0.8%
Public Employees Retirement Association of Colorado
58
Public Employees Retirement Association of Colorado
Colorado
$16M +$15.1M +63,686 +1,648%
NC
59
NZS Capital
Colorado
$15.3M +$537K +2,260 +4%
PCH
60
Polar Capital Holdings
United Kingdom
$15.1M -$6.5M -27,383 -30%
Legal & General Group
61
Legal & General Group
United Kingdom
$15M -$228K -960 -1%
Fidelity International
62
Fidelity International
Bermuda
$14.7M +$67K +282 +0.5%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$14.5M -$97.1K -409 -0.7%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$14.4M +$483K +2,033 +3%
WCM Investment Management
65
WCM Investment Management
California
$13.5M +$13.5M +56,472 New
HFS
66
Hantz Financial Services
Michigan
$12.3M -$295K -1,244 -2%
Ameriprise
67
Ameriprise
Minnesota
$12.3M -$145K -611 -1%
Invesco
68
Invesco
Georgia
$11.8M -$2.03M -8,556 -15%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$11.1M -$124K -522 -1%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$10.8M -$1.12M -4,696 -9%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$10.6M -$353K -1,485 -3%
Marshall Wace
72
Marshall Wace
United Kingdom
$10.4M +$10M +42,130 +2,312%
CF
73
Corebridge Financial
Texas
$10.4M -$597K -2,514 -5%
First Trust Advisors
74
First Trust Advisors
Illinois
$9.97M +$9.97M +41,963 New
Skandinaviska Enskilda Banken (SEB)
75
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.41M – – –
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3
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