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Penumbra
PEN

Overview Fund Activity

288 hedge funds and large institutions have $7.65B invested in Penumbra in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+28
Holders Change %
+10.77%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
55
Increased
108
Reduced
84
Closed
23
Calls
$196M
Puts
$47.6M
Net Calls
+$148M
Net Calls Change
+$57.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$516M
2
BlackRock
2
BlackRock
New York
$984M
3
Morgan Stanley
3
Morgan Stanley
New York
$71.4M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$37.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$264M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$45.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$5.23M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.23B
5
Norges Bank
5
Norges Bank
Norway
$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$2.25M +$19.6K +88 +0.9%
TFS
127
Thoroughbred Financial Services
Tennessee
$2.24M – – –
Deutsche Bank
128
Deutsche Bank
Germany
$2.23M +$392K +1,761 +21%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$2.23M +$2.23M +10,000 New
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$2.2M -$55.6K -250 -2%
SOMRS
131
State of Michigan Retirement System
Michigan
$2.16M +$44.5K +200 +2%
TA
132
Tiedemann Advisors
New York
$2.1M – – –
CAM
133
Congress Asset Management
Massachusetts
$2.1M -$453K -2,037 -18%
Corient Private Wealth
134
Corient Private Wealth
Florida
$2.09M +$2.09M +9,392 New
SCM
135
Soleus Capital Management
Connecticut
$2.07M +$2.07M +9,300 New
BMSSC
136
B. Metzler seel. Sohn & Co
Germany
$2.01M – – –
X
137
Xponance
Pennsylvania
$1.9M +$130K +586 +7%
JPMPWA
138
J.P. Morgan Private Wealth Advisors
California
$1.9M -$168K -756 -8%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$1.86M +$428K +1,925 +30%
CWM
140
Congress Wealth Management
Massachusetts
$1.81M -$435K -1,955 -19%
Mariner
141
Mariner
Kansas
$1.81M +$79.7K +358 +5%
ORI
142
Oak Ridge Investments
Illinois
$1.8M -$38K -171 -2%
SSA
143
Schonfeld Strategic Advisors
New York
$1.79M +$1.1M +4,925 +158%
SEI Investments
144
SEI Investments
Pennsylvania
$1.78M +$1.12M +5,030 +168%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$1.78M -$809K -3,620 -31%
ETC
146
Exchange Traded Concepts
Oklahoma
$1.75M -$402K -1,808 -19%
Pacer Advisors
147
Pacer Advisors
Pennsylvania
$1.61M +$1.23M +5,535 +321%
URS
148
Utah Retirement Systems
Utah
$1.42M – – –
Walleye Trading
149
Walleye Trading
New York
$1.38M +$991K +4,453 +252%
CWM
150
Cordatus Wealth Management
Pennsylvania
$1.31M +$1.31M +5,904 New
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