PEN icon

Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $7.52B invested in Penumbra in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
47
Increased
137
Reduced
106
Closed
42
Calls
$121M
Puts
$158M
Net Calls
-$37.2M
Net Calls Change
-$25.4M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$242M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$38.4M
3
State Street
State Street
Massachusetts
$269M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28.2M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$186M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$252M
2
Morgan Stanley
Morgan Stanley
New York
$86.8M
3
Invesco
Invesco
Georgia
$14.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$675M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
151
Exome Asset Management
New York
$1.64M -$268K -1,200 -14%
GCM
152
Genus Capital Management
British Columbia, Canada
$1.63M +$1.63M +7,300 New
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$1.6M -$362K -1,620 -18%
XT
154
XTX Topco
Cayman Islands
$1.56M +$1.38M +6,174 +769%
MFAM
155
Motley Fool Asset Management
Virginia
$1.55M -$13.8K -62 -0.9%
YIH
156
Y-Intercept (HK)
Hong Kong
$1.52M +$1.52M +6,825 New
Sumitomo Mitsui Trust Group
157
Sumitomo Mitsui Trust Group
Japan
$1.52M +$6.03K +27 +0.4%
DT
158
Diversified Trust
Tennessee
$1.5M +$793K +3,552 +112%
DTL
159
Dynamic Technology Lab
Singapore
$1.5M +$435K +1,949 +41%
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$1.49M -$2.89M -12,940 -66%
URS
161
Utah Retirement Systems
Utah
$1.41M -$10.5K -47 -0.7%
Allianz Asset Management
162
Allianz Asset Management
Germany
$1.4M -$201K -900 -13%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$1.4M -$83.2K -373 -6%
ORI
164
Oak Ridge Investments
Illinois
$1.4M -$70.1K -314 -5%
Bessemer Group
165
Bessemer Group
New Jersey
$1.39M -$613K -2,747 -31%
FRM
166
Fox Run Management
Connecticut
$1.38M +$730K +3,272 +113%
Pacer Advisors
167
Pacer Advisors
Pennsylvania
$1.31M -$489K -2,191 -27%
UOC
168
UBS O'Connor
Illinois
$1.29M +$33.5K +150 +3%
LTAS
169
Linden Thomas Advisory Services
North Carolina
$1.29M +$25.7K +115 +2%
CSS
170
Cubist Systematic Strategies
Connecticut
$1.28M +$1.28M +5,714 New
Russell Investments Group
171
Russell Investments Group
United Kingdom
$1.21M -$1.63M -7,316 -58%
Walleye Capital
172
Walleye Capital
New York
$1.19M +$653K +2,928 +121%
STA
173
Summit Trail Advisors
New York
$1.19M -$2.46K -11 -0.2%
TRCT
174
Tower Research Capital (TRC)
New York
$1.19M +$259K +1,162 +28%
TC
175
TownSquare Capital
Utah
$1.15M +$1.15M +5,138 New
5 6
7
8 9