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Penumbra
PEN

Overview Fund Activity

362 hedge funds and large institutions have $11.8B invested in Penumbra in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 95 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+52
Holders Change %
+16.77%
% of All Funds
5.71%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
86
Increased
95
Reduced
126
Closed
34
Calls
$185M
Puts
$36.3M
Net Calls
+$148M
Net Calls Change
+$97.9M

Top Buyers

1
EAM
Eagle Asset Management
Florida
$122M
2
Invesco
Invesco
Georgia
$179M
3
Goldman Sachs
Goldman Sachs
New York
$101M
4
Franklin Resources
Franklin Resources
California
$73.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$38.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.74B
2
Capital Research Global Investors
Capital Research Global Investors
California
$894M
3
BlackRock
BlackRock
New York
$1.42B
4
William Blair Investment Management
William Blair Investment Management
Illinois
$231M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMSA
151
Weiss Multi-Strategy Advisers
New York
$2.93M +$431K +1,254 +17%
NMIMC
152
Northwestern Mutual Investment Management Company
Wisconsin
$2.92M +$25.8K +75 +0.9%
X
153
Xponance
Pennsylvania
$2.89M -$61.9K -180 -2%
Mariner
154
Mariner
Kansas
$2.86M +$97.4K +283 +4%
Pacer Advisors
155
Pacer Advisors
Pennsylvania
$2.82M +$1.89M +5,493 +204%
UBS Group
156
UBS Group
Switzerland
$2.75M -$243K -707 -8%
TA
157
Tiedemann Advisors
New York
$2.69M -$568K -1,651 -17%
NMERB
158
New Mexico Educational Retirement Board
New Mexico
$2.68M +$310K +900 +13%
CAM
159
ClariVest Asset Management
California
$2.6M -$514K -1,494 -16%
ZIM
160
Zacks Investment Management
Illinois
$2.59M +$58.1K +169 +2%
FAM
161
Fred Alger Management
New York
$2.57M -$147K -428 -5%
FC
162
FORA Capital
Florida
$2.56M +$979K +2,846 +62%
Parallax Volatility Advisers
163
Parallax Volatility Advisers
California
$2.56M +$910K +2,644 +55%
Osaic Holdings
164
Osaic Holdings
Arizona
$2.54M +$421K +1,225 +20%
ORI
165
Oak Ridge Investments
Illinois
$2.53M -$81.5K -237 -3%
Point72 Asset Management
166
Point72 Asset Management
Connecticut
$2.5M +$2.5M +7,270 New
CAM
167
Congress Asset Management
Massachusetts
$2.5M -$384K -1,115 -13%
FMI
168
F/M Investments
District of Columbia
$2.36M -$74.3K -216 -3%
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$2.31M +$2.31M +6,786 New
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$2.29M +$379K +1,100 +20%
MFAM
171
Motley Fool Asset Management
Virginia
$2.18M -$2.98M -8,647 -58%
DWA
172
Dorsey Wright & Associates
California
$2.15M -$61.6K -179 -3%
Squarepoint
173
Squarepoint
New York
$2.15M -$4.32M -12,565 -67%
CWM
174
Congress Wealth Management
Massachusetts
$2.15M -$348K -1,011 -14%
URS
175
Utah Retirement Systems
Utah
$2.12M -$68.8K -200 -3%
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