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Penumbra
PEN

Overview Fund Activity

271 hedge funds and large institutions have $8.39B invested in Penumbra in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 43 closing their positions.

Holders
271
Holders Change
+8
Holders Change %
+3.04%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
52
Increased
65
Reduced
120
Closed
43
Calls
$82M
Puts
$74.8M
Net Calls
+$7.12M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$868M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$37.2M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$347M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$21.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$338M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$234M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$800M
4
Capital World Investors
4
Capital World Investors
California
$175M
5
Ameriprise
5
Ameriprise
Minnesota
$93M
Name Market Value Shares Shares
Change 		Shares
Change %
COPPSERS
101
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.06M 11,309 +32 +0.3%
TA
102
Tiedemann Advisors
New York
$3.04M 11,227 -6 -0.1%
OPERF
103
Oregon Public Employees Retirement Fund
Oregon
$3.04M 11,223 +108 +1%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$2.89M 10,677 +665 +7%
US Bancorp
105
US Bancorp
Minnesota
$2.83M 10,477 +5,190 +98%
MS
106
Maven Securities
Jersey
$2.78M 10,420 +10,420 New
ASRS
107
Arizona State Retirement System
Arizona
$2.72M 10,042 +94 +0.9%
William Blair & Company
108
William Blair & Company
Illinois
$2.7M 9,971 -2,416 -20%
AI
109
Atom Investors
Texas
$2.61M 9,653 +9,653 New
GC
110
Guggenheim Capital
Illinois
$2.6M 9,612 -131 -1%
AIP
111
Ameritas Investment Partners
Nebraska
$2.53M 9,333 – –
Victory Capital Management
112
Victory Capital Management
Texas
$2.49M 9,219 -13,825 -60%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$2.44M 9,012 +171 +2%
AAM
114
Advisors Asset Management
Colorado
$2.39M 8,849 +2,755 +45%
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$2.38M 8,800 +400 +5%
LIM
116
Leavell Investment Management
Alabama
$2.31M 8,550 – –
RJA
117
Raymond James & Associates
Florida
$2.28M 8,407 +8,407 New
SG Americas Securities
118
SG Americas Securities
New York
$2.25M 8,323 -2,140 -20%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$2.2M 8,120 +219 +3%
X
120
Xponance
Pennsylvania
$1.9M 7,038 +79 +1%
N
121
Natixis
France
$1.8M 6,638 -2,086 -24%
AB
122
Amalgamated Bank
New York
$1.74M 6,425 -537 -8%
Skandinaviska Enskilda Banken (SEB)
123
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.72M 6,364 +1,389 +28%
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$1.72M 6,358 – –
URS
125
Utah Retirement Systems
Utah
$1.71M 6,320 -300 -5%
3 4
5
6 7