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Penumbra
PEN

Overview Fund Activity

337 hedge funds and large institutions have $8.76B invested in Penumbra in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 34 closing their positions.

Holders
337
Holders Change
+24
Holders Change %
+7.67%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
64
Increased
114
Reduced
121
Closed
34
Calls
$184M
Puts
$196M
Net Calls
-$11.8M
Net Calls Change
-$128M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$781M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.46B
3
Morgan Stanley
3
Morgan Stanley
New York
$184M
4
B
4
Braidwell
Connecticut
$56M
5
CIP
5
Champlain Investment Partners
Vermont
$118M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.01B
2
Invesco
2
Invesco
Georgia
$95.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$3.01M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$7.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$9.53M +$50.3K +200 +0.5%
DCM
77
Driehaus Capital Management
Illinois
$8.7M -$8.8K -35 -0.1%
OHWP
78
Oak Harbor Wealth Partners
North Carolina
$8.64M – – –
Barclays
79
Barclays
United Kingdom
$8.48M +$3.83M +15,236 +82%
TPSF
80
Texas Permanent School Fund
Texas
$8.39M +$175K +697 +2%
ACM
81
Atika Capital Management
New York
$8.3M -$1.13M -4,500 -12%
Deutsche Bank
82
Deutsche Bank
Germany
$7.99M +$5.37M +21,339 +204%
Victory Capital Management
83
Victory Capital Management
Texas
$7.89M -$813K -3,233 -9%
CS
84
Candriam SCA
Luxembourg
$7.69M -$3.6M -14,319 -32%
Jennison Associates
85
Jennison Associates
New York
$7.5M +$7.5M +29,829 New
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$7.39M -$26.8M -106,445 -78%
ECM
87
ExodusPoint Capital Management
New York
$7.38M +$7.38M +29,344 New
TRSOTSOK
88
Teachers Retirement System of the State of Kentucky
Kentucky
$7.32M -$583K -2,318 -7%
Canada Life
89
Canada Life
Manitoba, Canada
$7.16M -$321K -1,278 -4%
LNWWM
90
Laird Norton Wetherby Wealth Management
California
$6.75M -$65.4K -260 -1%
AB
91
Amalgamated Bank
New York
$6.57M -$341K -1,357 -5%
MOACM
92
Mutual of America Capital Management
New York
$6.22M -$395K -1,571 -6%
SEI Investments
93
SEI Investments
Pennsylvania
$6.12M +$159K +633 +3%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.09M +$2.37M +9,413 +64%
WMSA
95
Weiss Multi-Strategy Advisers
New York
$6.04M +$4.02M +16,000 +200%
NCGI
96
Next Century Growth Investors
Minnesota
$5.97M -$7.24M -28,763 -55%
BPA
97
Beacon Pointe Advisors
California
$5.92M +$5.92M +23,533 New
MIM
98
MetLife Investment Management
New Jersey
$5.84M -$71.2K -283 -1%
TAM
99
Trillium Asset Management
Massachusetts
$5.77M +$2.02M +8,022 +54%
EOJOAM
100
E. Ohman J:or Asset Management
Sweden
$5.66M +$503K +2,000 +10%
2 3
4
5 6