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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
Primecap Management
76
Primecap Management
California
$7.63M -$123K -650 -2%
TAM
77
Trillium Asset Management
Massachusetts
$7.59M -$30.4K -161 -0.4%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$7.29M -$37.8K -200 -0.5%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$7.04M – – –
WSFS
80
Wilmington Savings Fund Society
Delaware
$7M +$6.8M +36,000 New
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$6.77M -$198K -1,046 -3%
OHWP
82
Oak Harbor Wealth Partners
North Carolina
$6.55M -$18.9K -100 -0.3%
Canada Life
83
Canada Life
Manitoba, Canada
$6.37M +$395K +2,089 +7%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$6.14M -$208K -1,100 -3%
CFG
85
Citizens Financial Group
Rhode Island
$6.05M +$11.1K +59 +0.2%
TRSOTSOK
86
Teachers Retirement System of the State of Kentucky
Kentucky
$5.52M -$64.2K -340 -1%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$5.39M +$1.64M +8,705 +46%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$5.24M -$275K -1,457 -5%
LNWWM
89
Laird Norton Wetherby Wealth Management
California
$5.2M -$4.35K -23 -0.1%
TI
90
Trexquant Investment
Connecticut
$4.85M -$1.82M -9,631 -28%
LIP
91
Lighthouse Investment Partners
Florida
$4.45M +$4.33M +22,896 New
MOACM
92
Mutual of America Capital Management
New York
$4.25M -$232K -1,229 -5%
MIM
93
MetLife Investment Management
New Jersey
$4.22M -$69.5K -368 -2%
WTA
94
Washington Trust Advisors
Massachusetts
$4.18M +$102K +541 +3%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.1M -$123K -652 -3%
BPC
96
Banque Pictet & Cie
Switzerland
$4.07M +$3.95M +20,921 New
EOJOAM
97
E. Ohman J:or Asset Management
Sweden
$3.75M +$756K +4,000 +26%
AB
98
Amalgamated Bank
New York
$3.68M -$197K -1,040 -5%
TC
99
TownSquare Capital
Utah
$3.68M -$47.1K -249 -1%
Jane Street
100
Jane Street
New York
$3.63M +$872K +4,614 +33%
2 3
4
5 6

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.