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Penumbra
PEN

Overview Fund Activity

263 hedge funds and large institutions have $5.98B invested in Penumbra in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-11
Holders Change %
-4.01%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
103
Reduced
86
Closed
48
Calls
$62.3M
Puts
$165M
Net Calls
-$103M
Net Calls Change
-$31.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$568M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$331M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$241M
4
Ameriprise
Ameriprise
Minnesota
$101M
5
BlackRock
BlackRock
New York
$623M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$17M
2
Invesco
Invesco
Georgia
$47.4M
3
SIMG
Stephens Investment Management Group
Texas
$0
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
151
AlphaCrest Capital Management
New York
$915K +$915K +5,228 New
SDIC
152
South Dakota Investment Council
South Dakota
$875K -$87.5K -500 -9%
Prudential Financial
153
Prudential Financial
New Jersey
$874K -$38.9K -222 -4%
Skandinaviska Enskilda Banken (SEB)
154
Skandinaviska Enskilda Banken (SEB)
Sweden
$871K +$86.1K +492 +11%
IMRF
155
Illinois Municipal Retirement Fund
Illinois
$869K +$407K +2,328 +88%
BBVA
156
Banco Bilbao Vizcaya Argentaria
Spain
$859K – – –
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$852K +$471K +2,692 +124%
TI
158
Trexquant Investment
Connecticut
$828K +$228K +1,304 +38%
ACM
159
Advisors Capital Management
New Jersey
$827K +$191K +1,091 +30%
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$818K – – –
CGH
161
Crossmark Global Holdings
Texas
$795K -$15.8K -90 -2%
Sumitomo Mitsui Trust Group
162
Sumitomo Mitsui Trust Group
Japan
$795K +$21.4K +122 +3%
PWAG
163
Polaris Wealth Advisory Group
California
$765K -$198K -1,000 -21%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$744K +$65.6K +375 +10%
State of Wisconsin Investment Board
165
State of Wisconsin Investment Board
Wisconsin
$743K -$29.8K -170 -4%
Lazard Asset Management
166
Lazard Asset Management
New York
$704K – – –
YIH
167
Y-Intercept (HK)
Hong Kong
$682K +$682K +3,855 New
Pacer Advisors
168
Pacer Advisors
Pennsylvania
$650K -$753K -4,302 -54%
ASN
169
Advisory Services Network
Georgia
$627K +$626K +3,580 +71,600%
Vontobel Holding
170
Vontobel Holding
Switzerland
$610K +$610K +3,488 New
TC
171
TwinBeech Capital
New York
$596K +$596K +3,404 New
PI
172
PEAK6 Investments
Illinois
$575K +$575K +3,286 New
ProShare Advisors
173
ProShare Advisors
Maryland
$569K +$70.9K +405 +14%
SAM
174
Securian Asset Management
Minnesota
$564K – – –
MWM
175
Mission Wealth Management
California
$551K -$8.04K -46 -1%
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