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Penumbra
PEN

341 hedge funds and large institutions have $6.4B invested in Penumbra in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 105

11% more call options, than puts

Call options by funds: $82.5M | Put options by funds: $74.1M

4.57% more ownership

Funds ownership: 87.13% → 91.7% (+4.6%)

5% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 57

0% more funds holding

Funds holding: 341 → 341 (0)

15% less capital invested

Capital invested by funds: $7.52B → $6.4B (-$1.13B)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
341
Holders Change
–
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
60
Increased
136
Reduced
105
Closed
57
Calls
$82.5M
Puts
$74.1M
Net Calls
+$8.44M
Net Calls Change
+$45.6M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
+$123M
2
Goldman Sachs
Goldman Sachs
New York
+$79.6M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$54.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$42.4M
5
Artisan Partners
Artisan Partners
Wisconsin
+$42.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$252M
2
RSCM
Rock Springs Capital Management
Maryland
-$47.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$28.2M
4
B
Braidwell
Connecticut
-$16.6M
5
IHAM
Integral Health Asset Management
New York
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSERS
126
Louisiana State Employees Retirement System
Louisiana
$1.98M -$20K -100 -0.9%
IMRF
127
Illinois Municipal Retirement Fund
Illinois
$1.94M – – –
TFS
128
Thoroughbred Financial Services
Tennessee
$1.93M +$97.6K +489 +5%
Deutsche Bank
129
Deutsche Bank
Germany
$1.92M -$261K -1,306 -11%
EGM
130
Engineers Gate Manager
New York
$1.9M -$955K -4,784 -31%
ASRS
131
Arizona State Retirement System
Arizona
$1.85M +$43.1K +216 +2%
CC
132
Centiva Capital
New York
$1.84M +$31.5K +158 +2%
ACM
133
Aquatic Capital Management
Illinois
$1.84M -$3.25M -16,300 -62%
MFAM
134
Motley Fool Asset Management
Virginia
$1.79M +$622K +3,114 +45%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$1.69M -$61.1K -306 -3%
SOMRS
136
State of Michigan Retirement System
Michigan
$1.68M -$39.9K -200 -2%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$1.64M +$1.36M +6,815 +297%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$1.63M – – –
FHB
139
First Hawaiian Bank
Hawaii
$1.6M +$1.77M +8,875 New
CM
140
Caption Management
Oklahoma
$1.59M +$1.77M +8,850 New
SG Americas Securities
141
SG Americas Securities
New York
$1.59M +$1.76M +8,810 New
OAM
142
Oppenheimer Asset Management
New York
$1.58M +$1.75M +8,771 New
Neuberger Berman Group
143
Neuberger Berman Group
New York
$1.56M -$722K -3,617 -29%
NMIMC
144
Northwestern Mutual Investment Management Company
Wisconsin
$1.56M +$8.58K +43 +0.5%
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.55M +$10.8K +54 +0.6%
D.E. Shaw & Co
146
D.E. Shaw & Co
New York
$1.54M +$1.4M +7,008 +450%
AIP
147
Ameritas Investment Partners
Nebraska
$1.48M -$55.3K -277 -3%
Mariner
148
Mariner
Kansas
$1.47M -$101K -507 -6%
DT
149
Diversified Trust
Tennessee
$1.46M +$279K +1,399 +21%
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$1.45M -$299K -1,500 -16%
4 5
6
7 8

PEN Hedge Fund Activity: Q2 2024 in Review

341 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q2 2024, worth a combined $6.4B — down 15% from $7.52B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PEN positions and 57 closed out — a net gain of 3 holders — while 136 added to existing stakes and 105 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $123M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $252M sold.

  • 341 institutional investors held Penumbra (PEN) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $6.4B of Penumbra stock for Q2 2024, down 15% quarter-over-quarter.
  • 60 funds opened new Penumbra positions in Q2 2024 and 57 closed out, a net change of +3 holders.
  • The largest Penumbra buyer in Q2 2024 was Congress Asset Management, an estimated $123M added.
  • The largest Penumbra seller in Q2 2024 was Capital Research Global Investors, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2024.