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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.

New
Increased
Maintained
Reduced
Closed
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 %
BCM
126
Bayesian Capital Management
New York
$2.69M +$1.7M +6,100 +172%
SOMRS
127
State of Michigan Retirement System
Michigan
$2.68M -$27.9K -100 -1%
TA
128
Tiedemann Advisors
New York
$2.64M – – –
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$2.62M -$171K -613 -6%
PI
130
PEAK6 Investments
Illinois
$2.54M +$2.54M +9,130 New
CAM
131
ClariVest Asset Management
California
$2.52M +$2.52M +9,056 New
UBS Group
132
UBS Group
Switzerland
$2.43M -$1.4M -5,015 -37%
X
133
Xponance
Pennsylvania
$2.39M +$3.07K +11 +0.1%
NMIMC
134
Northwestern Mutual Investment Management Company
Wisconsin
$2.35M +$1.37M +4,911 +140%
CAM
135
Congress Asset Management
Massachusetts
$2.33M -$293K -1,053 -11%
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$2.31M -$61.9K -222 -3%
Barclays
137
Barclays
United Kingdom
$2.31M +$1.04M +3,734 +82%
Mariner
138
Mariner
Kansas
$2.24M -$21.7K -78 -1%
E
139
Ergoteles
New York
$2.23M -$1.25M -4,503 -36%
FAM
140
Fred Alger Management
New York
$2.2M -$4.13M -14,803 -65%
ORI
141
Oak Ridge Investments
Illinois
$2.12M -$135K -485 -6%
DA
142
Duality Advisers
Florida
$2.08M +$2.08M +7,454 New
ZIM
143
Zacks Investment Management
Illinois
$2.05M +$2.05M +7,368 New
WMSA
144
Weiss Multi-Strategy Advisers
New York
$2.02M -$1,000K -3,587 -33%
CWM
145
Congress Wealth Management
Massachusetts
$2.02M -$247K -886 -11%
FMI
146
F/M Investments
District of Columbia
$1.97M +$1.97M +7,065 New
NMERB
147
New Mexico Educational Retirement Board
New Mexico
$1.92M +$362K +1,300 +23%
Citigroup
148
Citigroup
New York
$1.81M +$424K +1,521 +31%
DWA
149
Dorsey Wright & Associates
California
$1.79M +$1.79M +6,428 New
URS
150
Utah Retirement Systems
Utah
$1.77M – – –
4 5
6
7 8