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Penumbra
PEN

Overview Fund Activity

368 hedge funds and large institutions have $8.3B invested in Penumbra in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+38
Holders Change %
+11.52%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
68
Increased
121
Reduced
132
Closed
25
Calls
$63.7M
Puts
$9.62M
Net Calls
+$54.1M
Net Calls Change
+$44.4M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$174M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$168M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$173M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$23.9M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$71.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$301M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.1M
3
B
3
Braidwell
Connecticut
$43.7M
4
Man Group
4
Man Group
United Kingdom
$4.84M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
126
Mitsubishi UFJ Asset Management
Japan
$2.58M -$429K -1,774 -14%
IMRF
127
Illinois Municipal Retirement Fund
Illinois
$2.56M – – –
Neuberger Berman Group
128
Neuberger Berman Group
New York
$2.55M -$728K -3,067 -22%
ASRS
129
Arizona State Retirement System
Arizona
$2.54M +$24.9K +105 +1%
LSERS
130
Louisiana State Employees Retirement System
Louisiana
$2.54M -$23.7K -100 -0.9%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$2.51M -$23.7K -100 -0.9%
BPA
132
Beacon Pointe Advisors
California
$2.51M -$1.4M -5,902 -36%
TFS
133
Thoroughbred Financial Services
Tennessee
$2.48M -$11.9K -50 -0.5%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$2.45M +$1.98M +8,318 +414%
DT
135
Diversified Trust
Tennessee
$2.44M +$70.8K +298 +3%
Holocene Advisors
136
Holocene Advisors
New York
$2.4M -$7.25M -30,517 -75%
Nomura Holdings
137
Nomura Holdings
Japan
$2.39M -$1.82M -7,643 -43%
SAM
138
Silvercrest Asset Management
New York
$2.29M +$1.54M +6,474 +205%
LPL Financial
139
LPL Financial
California
$2.25M +$87.4K +368 +4%
Mariner
140
Mariner
Kansas
$2.22M +$110K +464 +5%
SOMRS
141
State of Michigan Retirement System
Michigan
$2.16M -$23.7K -100 -1%
QCM
142
Quantinno Capital Management
New York
$2.14M +$1.79M +7,519 +497%
EAM
143
Exome Asset Management
New York
$2.14M +$2.14M +9,000 New
TI
144
Trexquant Investment
Connecticut
$2.1M -$3.83M -16,120 -65%
OAM
145
Oppenheimer Asset Management
New York
$2.08M -$86.2K -363 -4%
HF
146
HRT Financial
New York
$2.08M +$890K +3,749 +75%
BMSSC
147
B. Metzler seel. Sohn & Co
Germany
$2.06M +$2.06M +8,675 New
FHB
148
First Hawaiian Bank
Hawaii
$2.05M – – –
NMIMC
149
Northwestern Mutual Investment Management Company
Wisconsin
$2.03M -$20.9K -88 -1%
COPPSERS
150
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.01M -$20.7K -87 -1%
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