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Penumbra
PEN

Overview Fund Activity

277 hedge funds and large institutions have $8.71B invested in Penumbra in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 78 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
111
Reduced
78
Closed
41
Calls
$27.5M
Puts
$22M
Net Calls
+$5.49M
Net Calls Change
+$11.2M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$316M
2
RI
2
RTW Investments
New York
$178M
3
BlackRock
3
BlackRock
New York
$964M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.61B
5
EOJOAM
5
E. Ohman J:or Asset Management
Sweden
$19.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$101M
3
Franklin Resources
3
Franklin Resources
California
$1.25M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$45.7M
5
N
5
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
126
Advisors Asset Management
Colorado
$1.84M -$295K -1,027 -14%
URS
127
Utah Retirement Systems
Utah
$1.8M +$57.5K +200 +3%
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$1.77M – – –
NMIMC
129
Northwestern Mutual Investment Management Company
Wisconsin
$1.67M +$40.5K +141 +2%
Skandinaviska Enskilda Banken (SEB)
130
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.58M – – –
Holocene Advisors
131
Holocene Advisors
New York
$1.5M -$554K -1,926 -27%
UBS Group
132
UBS Group
Switzerland
$1.48M +$1.17M +4,060 +376%
SOADOR
133
State of Alaska Department of Revenue
Alaska
$1.46M -$56K -195 -4%
PWAG
134
Polaris Wealth Advisory Group
California
$1.46M – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$1.44M +5,008 New
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$1.44M – – –
BAAM
137
Baker Avenue Asset Management
California
$1.44M +$1.44M +5,000 New
Pacer Advisors
138
Pacer Advisors
Pennsylvania
$1.41M +$70.9K +247 +5%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$1.4M +$383K +1,331 +38%
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$1.4M +$692K +2,408 +98%
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$1.34M – – –
WWM
142
Windsor Wealth Management
Indiana
$1.34M – – –
Franklin Resources
143
Franklin Resources
California
$1.25M -$27.1M -94,103 -96%
Russell Investments Group
144
Russell Investments Group
United Kingdom
$1.23M -$21K -73 -2%
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$1.21M -$3.45K -12 -0.3%
Lazard Asset Management
146
Lazard Asset Management
New York
$1.2M – – –
BBVA
147
Banco Bilbao Vizcaya Argentaria
Spain
$1.19M – – –
ProShare Advisors
148
ProShare Advisors
Maryland
$1.16M +$250K +870 +27%
Sumitomo Mitsui Trust Group
149
Sumitomo Mitsui Trust Group
Japan
$1.16M – – –
Victory Capital Management
150
Victory Capital Management
Texas
$1.11M +$5.46K +19 +0.5%
4 5
6
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