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Penumbra
PEN

Overview Fund Activity

337 hedge funds and large institutions have $8.76B invested in Penumbra in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+24
Holders Change %
+7.67%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
64
Increased
114
Reduced
121
Closed
34
Calls
$184M
Puts
$196M
Net Calls
-$11.8M
Net Calls Change
-$128M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$781M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.46B
3
Morgan Stanley
3
Morgan Stanley
New York
$184M
4
B
4
Braidwell
Connecticut
$56M
5
CIP
5
Champlain Investment Partners
Vermont
$118M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.01B
2
Invesco
2
Invesco
Georgia
$95.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$3.01M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$7.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
151
PEAK6 Investments
Illinois
$1.84M +$968K +3,849 +111%
Allianz Asset Management
152
Allianz Asset Management
Germany
$1.81M +$160K +637 +10%
MFAM
153
Motley Fool Asset Management
Virginia
$1.77M +$140K +558 +9%
GCM
154
Graham Capital Management
Connecticut
$1.72M +$1.38M +5,475 +398%
Sumitomo Mitsui Trust Group
155
Sumitomo Mitsui Trust Group
Japan
$1.7M -$4.03K -16 -0.2%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$1.67M -$103K -410 -6%
ORI
157
Oak Ridge Investments
Illinois
$1.66M -$133K -527 -7%
LPL Financial
158
LPL Financial
California
$1.6M +$885K +3,519 +123%
URS
159
Utah Retirement Systems
Utah
$1.6M +$50.3K +200 +3%
LTAS
160
Linden Thomas Advisory Services
North Carolina
$1.43M +$5.53K +22 +0.4%
UOC
161
UBS O'Connor
Illinois
$1.42M +$1.08M +4,279 +313%
CAM
162
Congress Asset Management
Massachusetts
$1.41M -$49.3K -196 -3%
VPIM
163
Vanguard Personalized Indexing Management
California
$1.36M +$40K +159 +3%
CWM
164
Congress Wealth Management
Massachusetts
$1.35M -$49.3K -196 -4%
STA
165
Summit Trail Advisors
New York
$1.35M +$1.35M +5,354 New
WTA
166
Washington Trust Advisors
Massachusetts
$1.26M +$736K +2,925 +141%
HF
167
HRT Financial
New York
$1.2M +$1.2M +4,784 New
HCMT
168
Highland Capital Management (Tennessee)
Tennessee
$1.2M -$8.55K -34 -0.7%
DTL
169
Dynamic Technology Lab
Singapore
$1.2M +$1.2M +4,754 New
ETC
170
Exchange Traded Concepts
Oklahoma
$1.16M -$82.5K -328 -7%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$1.16M -$13.4M -53,358 -92%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$1.1M -$30.9K -123 -3%
NYLIM
173
New York Life Investment Management
New York
$1.1M +$71.4K +284 +7%
Citigroup
174
Citigroup
New York
$1.08M -$537K -2,133 -33%
Pictet Asset Management
175
Pictet Asset Management
Switzerland
$1.07M +$29.9K +119 +3%
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7
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