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Penumbra
PEN

Overview Fund Activity

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.

Holders
255
Holders Change
+10
Holders Change %
+4.08%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
41
Increased
97
Reduced
85
Closed
29
Calls
$24.3M
Puts
$23.3M
Net Calls
+$1.02M
Net Calls Change
-$15.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$132M
2
BlackRock
2
BlackRock
New York
$599M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$553M
4
Citadel Advisors
4
Citadel Advisors
Florida
$33.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$964M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$54M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$123M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Aviva
101
Aviva
United Kingdom
$2.37M 13,249 -10,240 -44%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
102
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.33M 13,000 – –
VOYA Investment Management
103
VOYA Investment Management
Georgia
$2.22M 12,411 +1,172 +10%
LCG
104
Lisanti Capital Growth
New York
$2.22M 12,405 -2,622 -17%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.18M 12,209 -451 -4%
SOMRS
106
State of Michigan Retirement System
Michigan
$2.16M 12,051 +3,051 +34%
RA
107
Royce & Associates
New York
$2.15M 12,000 -5,000 -29%
PMAM
108
Picton Mahoney Asset Management
Ontario, Canada
$2.14M 11,960 -10 -0.1%
OPERF
109
Oregon Public Employees Retirement Fund
Oregon
$2.13M 11,905 -63 -0.5%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$2.1M 11,758 -1,220 -9%
BC
111
Brinker Capital
Pennsylvania
$2.07M 11,560 +5,274 +84%
NMIMC
112
Northwestern Mutual Investment Management Company
Wisconsin
$2.06M 11,504 +349 +3%
William Blair & Company
113
William Blair & Company
Illinois
$2.02M 11,283 -80 -0.7%
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
$1.99M 11,124 -977 -8%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$1.95M 10,915 -519 -5%
Deutsche Bank
116
Deutsche Bank
Germany
$1.81M 10,101 -23,148 -70%
TRCT
117
Tower Research Capital (TRC)
New York
$1.76M 9,848 +9,755 +10,489%
SG Americas Securities
118
SG Americas Securities
New York
$1.76M 9,836 +9,127 +1,287%
AIP
119
Ameritas Investment Partners
Nebraska
$1.71M 9,565 +514 +6%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$1.68M 9,378 -1,927 -17%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$1.63M 9,133 +740 +9%
CIA
122
Capital Impact Advisors
Massachusetts
$1.59M 8,873 -5,263 -37%
GC
123
Guggenheim Capital
Illinois
$1.56M 8,722 +611 +8%
LIM
124
Leavell Investment Management
Alabama
$1.53M 8,550 +700 +9%
JGC
125
J. Goldman & Co
New York
$1.5M 8,412 +8,412 New
3 4
5
6 7