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Penumbra
PEN

333 hedge funds and large institutions have $6.85B invested in Penumbra in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 141 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

17% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $58.5M

7% more capital invested

Capital invested by funds: $6.4B → $6.85B (+$450M)

7% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 54

1.05% less ownership

Funds ownership: 91.7% → 90.65% (-1%)

2% less funds holding

Funds holding: 341 → 333 (-8)

28% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 141

Holders
333
Holders Change
-8
Holders Change %
-2.35%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
102
Reduced
141
Closed
54
Calls
$68.2M
Puts
$58.5M
Net Calls
+$9.7M
Net Calls Change
+$1.25M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$71M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$67.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$64.8M
4
CIP
Champlain Investment Partners
Vermont
+$49.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$31.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$197M
2
EAM
Eagle Asset Management
Florida
-$58.1M
3
Goldman Sachs
Goldman Sachs
New York
-$37.5M
4
BlackRock
BlackRock
New York
-$35.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
126
Deutsche Bank
Germany
$2.06M -$11.3K -60 -0.6%
ASRS
127
Arizona State Retirement System
Arizona
$2.06M +$59K +312 +3%
TFS
128
Thoroughbred Financial Services
Tennessee
$2.04M -$41.8K -221 -2%
Focus Partners Wealth
129
Focus Partners Wealth
Massachusetts
$2.04M +$1.98M +10,497 New
PI
130
PineBridge Investments
New York
$1.96M +$1.91M +10,111 New
DT
131
Diversified Trust
Tennessee
$1.94M +$350K +1,852 +23%
Los Angeles Capital Management
132
Los Angeles Capital Management
California
$1.91M +$1.55M +8,222 +513%
MFAM
133
Motley Fool Asset Management
Virginia
$1.89M -$38.5K -204 -2%
SOMRS
134
State of Michigan Retirement System
Michigan
$1.79M -$18.9K -100 -1%
LPL Financial
135
LPL Financial
California
$1.77M -$578K -3,060 -25%
OAM
136
Oppenheimer Asset Management
New York
$1.77M +$65.6K +347 +4%
Mariner
137
Mariner
Kansas
$1.73M +$134K +710 +9%
William Blair & Company
138
William Blair & Company
Illinois
$1.73M -$1.66M -8,776 -50%
FHB
139
First Hawaiian Bank
Hawaii
$1.68M -$47.2K -250 -3%
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$1.67M +$10K +53 +0.6%
NMIMC
141
Northwestern Mutual Investment Management Company
Wisconsin
$1.67M -$6.42K -34 -0.4%
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.66M -$5.48K -29 -0.3%
Bessemer Group
143
Bessemer Group
New Jersey
$1.56M +$197K +1,044 +15%
AIP
144
Ameritas Investment Partners
Nebraska
$1.55M -$52.2K -276 -3%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$1.54M -$23.2K -123 -2%
SG Americas Securities
146
SG Americas Securities
New York
$1.52M -$186K -982 -11%
NMERB
147
New Mexico Educational Retirement Board
New Mexico
$1.52M – – –
X
148
Xponance
Pennsylvania
$1.5M +$3.02K +16 +0.2%
Victory Capital Management
149
Victory Capital Management
Texas
$1.43M -$107K -565 -7%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$1.4M +$180K +953 +15%
4 5
6
7 8

PEN Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q3 2024, worth a combined $6.85B — up 7% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of PEN and 50 opened new positions — a net loss of 4 holders — while 141 trimmed existing stakes and 102 added.

The largest buyer was Janus Henderson Group, adding an estimated $71M. The largest seller was T. Rowe Price Associates, cutting an estimated $197M.

  • 333 institutional investors held Penumbra (PEN) as of Q3 2024, down from 341 in Q2 2024.
  • Funds reported $6.85B of Penumbra stock for Q3 2024, up 7% quarter-over-quarter.
  • 50 funds opened new Penumbra positions in Q3 2024 and 54 closed out, a net change of -4 holders.
  • The largest Penumbra buyer in Q3 2024 was Janus Henderson Group, an estimated $71M added.
  • The largest Penumbra seller in Q3 2024 was T. Rowe Price Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2024.