Penumbra
255 hedge funds and large institutions have $5.51B invested in Penumbra in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 29 closing their positions.
41% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 29
14% more capital invested
Capital invested by funds: $4.81B → $5.51B (+$697M)
14% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 85
4% more funds holding
Funds holding: 245 → 255 (+10)
4% more call options, than puts
Call options by funds: $24.3M | Put options by funds: $23.3M
0.48% more ownership
Funds ownership: 85.1% → 85.58% (+0.48%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| 1 |
Capital World Investors
Los Angeles,
California
|
+$81.7M |
| 2 |
BlackRock
New York
|
+$42.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$27.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$23M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$43M |
| 2 |
Goldman Sachs
New York
|
-$19.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$18.4M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$16.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.7M |
PEN Hedge Fund Activity: Q2 2020 in Review
255 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q2 2020, worth a combined $5.51B — up 14% from $4.81B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new PEN positions and 29 closed out — a net gain of 12 holders — while 97 added to existing stakes and 85 trimmed.
The largest buyer was Capital World Investors, adding an estimated $81.7M. The largest seller was Morgan Stanley, cutting an estimated $43M.
- 255 institutional investors held Penumbra (PEN) as of Q2 2020, up from 245 in Q1 2020.
- Funds reported $5.51B of Penumbra stock for Q2 2020, up 14% quarter-over-quarter.
- 41 funds opened new Penumbra positions in Q2 2020 and 29 closed out, a net change of +12 holders.
- The largest Penumbra buyer in Q2 2020 was Capital World Investors, an estimated $81.7M added.
- The largest Penumbra seller in Q2 2020 was Morgan Stanley, an estimated $43M sold.
Based on aggregated 13F filings for Q2 2020.