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Penumbra
PEN

Overview Fund Activity

288 hedge funds and large institutions have $7.65B invested in Penumbra in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+28
Holders Change %
+10.77%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
55
Increased
108
Reduced
84
Closed
23
Calls
$196M
Puts
$47.6M
Net Calls
+$148M
Net Calls Change
+$57.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$516M
2
BlackRock
2
BlackRock
New York
$984M
3
Morgan Stanley
3
Morgan Stanley
New York
$71.4M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$37.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$264M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$45.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$5.23M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.23B
5
Norges Bank
5
Norges Bank
Norway
$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
151
New Mexico Educational Retirement Board
New Mexico
$1.25M – – –
EI
152
EAM Investors
California
$1.24M +$1.24M +5,589 New
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$1.24M – – –
AIM
154
Artemis Investment Management
United Kingdom
$1.23M -$177K -794 -13%
VRS
155
Virginia Retirement Systems
Virginia
$1.2M -$22.2K -100 -2%
SOADOR
156
State of Alaska Department of Revenue
Alaska
$1.18M +$12.2K +55 +1%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$1.15M +$119K +534 +11%
WWM
158
Windsor Wealth Management
Indiana
$1.12M – – –
HM
159
HealthCor Management
New York
$1.11M +$1.11M +5,000 New
KLC
160
Kent Lake Capital
Nevada
$1.11M +$1.11M +5,000 New
Citigroup
161
Citigroup
New York
$1.11M -$875K -3,932 -44%
FC
162
FORA Capital
Florida
$1.05M +$1.05M +4,736 New
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$1.04M – – –
DT
164
Diversified Trust
Tennessee
$1.03M -$64.1K -288 -6%
LTAS
165
Linden Thomas Advisory Services
North Carolina
$1.03M +$1.03M +4,613 New
Barclays
166
Barclays
United Kingdom
$1.01M -$1.06M -4,776 -51%
WTA
167
Washington Trust Advisors
Massachusetts
$992K -$256K -1,150 -20%
Osaic Holdings
168
Osaic Holdings
Arizona
$984K +$85.4K +384 +10%
GGHC
169
Gilder Gagnon Howe & Co
New York
$976K +$976K +4,387 New
Simplex Trading
170
Simplex Trading
Illinois
$969K +$380K +1,708 +64%
LIM
171
Leavell Investment Management
Alabama
$968K -$156K -700 -14%
VPIM
172
Vanguard Personalized Indexing Management
California
$960K +$120K +538 +14%
SAM
173
Shell Asset Management
Netherlands
$958K -$203K -913 -17%
Group One Trading
174
Group One Trading
Illinois
$935K +$935K +4,205 New
PAMS
175
Pictet Asset Management (Switzerland)
Switzerland
$932K +$408K +1,835 +78%
5 6
7
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