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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
Barclays
101
Barclays
United Kingdom
$3.5M +$484K +2,559 +17%
Nomura Holdings
102
Nomura Holdings
Japan
$3.44M +$3.12M +16,503 +1,384%
BPA
103
Beacon Pointe Advisors
California
$3.2M +$3.21K +17 +0.1%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$3.19M -$1.17M -6,218 -27%
UBS Group
105
UBS Group
Switzerland
$3.15M -$567K -3,001 -16%
Treasurer of the State of North Carolina
106
Treasurer of the State of North Carolina
North Carolina
$3.13M +$13.2K +70 +0.4%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$3.06M -$716K -3,788 -19%
VPC
108
Vestal Point Capital
New York
$2.91M +$2.83M +15,000 New
YCM
109
Yousif Capital Management
Michigan
$2.86M -$368K -1,949 -12%
AG
110
Algert Global
California
$2.84M -$2.55M -13,506 -48%
RG
111
Redmile Group
California
$2.69M +$2.62M +13,847 New
Neuberger Berman Group
112
Neuberger Berman Group
New York
$2.68M +$974K +5,154 +60%
US Bancorp
113
US Bancorp
Minnesota
$2.64M -$400K -2,119 -13%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$2.63M +$88.6K +469 +4%
Comerica Bank
115
Comerica Bank
Texas
$2.45M -$355K -1,880 -13%
Mitsubishi UFJ Asset Management
116
Mitsubishi UFJ Asset Management
Japan
$2.42M -$90.5K -479 -4%
CM
117
Caption Management
Oklahoma
$2.34M +$605K +3,200 +36%
IIM
118
INTECH Investment Management
Florida
$2.34M -$1.49M -7,897 -40%
LP
119
LMR Partners
United Kingdom
$2.33M +$2.27M +11,992 New
PP
120
PDT Partners
New York
$2.24M +$665K +3,521 +44%
LTAS
121
Linden Thomas Advisory Services
North Carolina
$2.21M -$17.2K -91 -0.8%
LSERS
122
Louisiana State Employees Retirement System
Louisiana
$2.1M -$37.8K -200 -2%
IMRF
123
Illinois Municipal Retirement Fund
Illinois
$2.1M – – –
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$2.07M +$302K +1,600 +18%
RJA
125
Raymond James & Associates
Florida
$2.07M -$513K -2,716 -20%
3 4
5
6 7

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.