PEN icon

Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $7.52B invested in Penumbra in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
47
Increased
137
Reduced
106
Closed
42
Calls
$121M
Puts
$158M
Net Calls
-$37.2M
Net Calls Change
-$25.4M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$242M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$38.4M
3
State Street
State Street
Massachusetts
$269M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28.2M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$186M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$252M
2
Morgan Stanley
Morgan Stanley
New York
$86.8M
3
Invesco
Invesco
Georgia
$14.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$675M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$2.51M +$1.08M +4,859 +76%
LSERS
127
Louisiana State Employees Retirement System
Louisiana
$2.48M +$67K +300 +3%
IMRF
128
Illinois Municipal Retirement Fund
Illinois
$2.41M – – –
US Bancorp
129
US Bancorp
Minnesota
$2.39M +$119K +534 +5%
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$2.37M -$7.25M -32,500 -75%
TFS
131
Thoroughbred Financial Services
Tennessee
$2.29M -$282K -1,263 -11%
AG
132
Algert Global
California
$2.27M -$71.4K -320 -3%
ASRS
133
Arizona State Retirement System
Arizona
$2.25M -$29.2K -131 -1%
CC
134
Centiva Capital
New York
$2.25M +$408K +1,826 +22%
Verition Fund Management
135
Verition Fund Management
Connecticut
$2.19M +$1.89M +8,463 +627%
Mitsubishi UFJ Asset Management
136
Mitsubishi UFJ Asset Management
Japan
$2.16M -$188K -841 -8%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$2.16M +$6.7K +30 +0.3%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$2.13M -$301K -1,350 -12%
SOMRS
139
State of Michigan Retirement System
Michigan
$2.12M +$67K +300 +3%
GC
140
Guggenheim Capital
Illinois
$2.08M +$1.6M +7,152 +332%
JF
141
Jump Financial
Illinois
$2.03M +$1.25M +5,618 +161%
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$2.02M – – –
Mariner
143
Mariner
Kansas
$1.94M +$10.7K +48 +0.6%
NMIMC
144
Northwestern Mutual Investment Management Company
Wisconsin
$1.92M +$5.13K +23 +0.3%
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.91M +$4.69K +21 +0.2%
AIP
146
Ameritas Investment Partners
Nebraska
$1.9M – – –
X
147
Xponance
Pennsylvania
$1.84M +$23.9K +107 +1%
AG
148
AlTi Global
New York
$1.74M – – –
NMERB
149
New Mexico Educational Retirement Board
New Mexico
$1.74M – – –
CAM
150
ClariVest Asset Management
California
$1.67M -$15K -67 -0.9%
4 5
6
7 8