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Penumbra
PEN

Overview Fund Activity

310 hedge funds and large institutions have $9.74B invested in Penumbra in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 33 closing their positions.

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
59
Increased
96
Reduced
105
Closed
33
Calls
$106M
Puts
$55.4M
Net Calls
+$50.6M
Net Calls Change
-$97.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$609M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Invesco
3
Invesco
Georgia
$80M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$40.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$83.8M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$203M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$262M
3
PCH
3
Polar Capital Holdings
United Kingdom
$36.1M
4
CIP
4
Champlain Investment Partners
Vermont
$175M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.95M -$401K -1,437 -7%
SG Americas Securities
102
SG Americas Securities
New York
$4.89M +$869K +3,117 +22%
COPPSERS
103
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.77M +$5.85K +21 +0.1%
Calamos Advisors
104
Calamos Advisors
Illinois
$4.5M +$388K +1,392 +9%
Treasurer of the State of North Carolina
105
Treasurer of the State of North Carolina
North Carolina
$4.49M +$173K +620 +4%
ACM
106
Altium Capital Management
New York
$4.46M +$4.46M +16,000 New
MFAM
107
Motley Fool Asset Management
Virginia
$4.18M -$328K -1,176 -7%
Mitsubishi UFJ Asset Management
108
Mitsubishi UFJ Asset Management
Japan
$3.93M +$110K +396 +3%
US Bancorp
109
US Bancorp
Minnesota
$3.73M -$89.5K -321 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
110
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.62M – – –
RJA
111
Raymond James & Associates
Florida
$3.56M +$217K +778 +6%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$3.43M +$263K +945 +8%
Corient Private Wealth
113
Corient Private Wealth
Florida
$3.13M +$508K +1,822 +19%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$3.1M -$17K -61 -0.5%
IMRF
115
Illinois Municipal Retirement Fund
Illinois
$3.01M – – –
Deutsche Bank
116
Deutsche Bank
Germany
$2.97M +$172K +618 +6%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$2.96M +$625K +2,244 +27%
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$2.93M +$167K +600 +6%
ASRS
119
Arizona State Retirement System
Arizona
$2.91M +$83.1K +298 +3%
William Blair & Company
120
William Blair & Company
Illinois
$2.87M -$685K -2,457 -19%
TFS
121
Thoroughbred Financial Services
Tennessee
$2.85M +$40.4K +145 +1%
LSERS
122
Louisiana State Employees Retirement System
Louisiana
$2.81M -$27.9K -100 -1%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$2.8M +$2.76M +238,287 +7,117%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$2.79M -$25.9K -93 -0.9%
AIP
125
Ameritas Investment Partners
Nebraska
$2.69M -$44.6K -160 -2%
3 4
5
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