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Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $6.4B invested in Penumbra in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
–
Holders Change %
0%
% of All Funds
4.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
59
Increased
136
Reduced
105
Closed
56
Calls
$82.5M
Puts
$74.1M
Net Calls
+$8.44M
Net Calls Change
+$45.6M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$116M
2
Goldman Sachs
Goldman Sachs
New York
$87.3M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$66M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.7M
5
Artisan Partners
Artisan Partners
Wisconsin
$63M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
RSCM
Rock Springs Capital Management
Maryland
$47.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
IHAM
Integral Health Asset Management
New York
$0
5
TC
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
151
Oregon Public Employees Retirement Fund
Oregon
$1.45M -$270K -1,500 -16%
PP
152
PDT Partners
New York
$1.44M +$1.17M +6,474 +426%
FC
153
FORA Capital
Florida
$1.43M +$1.43M +7,967 New
Victory Capital Management
154
Victory Capital Management
Texas
$1.42M -$624K -3,467 -30%
AG
155
AlTi Global
New York
$1.4M – – –
NMERB
156
New Mexico Educational Retirement Board
New Mexico
$1.4M – – –
X
157
Xponance
Pennsylvania
$1.39M -$97.7K -543 -7%
CAM
158
ClariVest Asset Management
California
$1.35M +$3.42K +19 +0.3%
Allianz Asset Management
159
Allianz Asset Management
Germany
$1.31M +$180K +1,000 +16%
Bessemer Group
160
Bessemer Group
New Jersey
$1.26M +$141K +781 +13%
SSA
161
Schonfeld Strategic Advisors
New York
$1.25M +$1.25M +6,948 New
YIH
162
Y-Intercept (HK)
Hong Kong
$1.19M -$33.7K -187 -3%
Sumitomo Mitsui Trust Group
163
Sumitomo Mitsui Trust Group
Japan
$1.15M -$70.9K -394 -6%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$1.13M – – –
URS
165
Utah Retirement Systems
Utah
$1.1M -$36K -200 -3%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$1.09M +$602K +3,386 +122%
Pacer Advisors
167
Pacer Advisors
Pennsylvania
$1.04M -$14.4K -80 -1%
HighTower Advisors
168
HighTower Advisors
Illinois
$1.03M +$642K +3,542 +167%
UOC
169
UBS O'Connor
Illinois
$989K -$54K -300 -5%
ORI
170
Oak Ridge Investments
Illinois
$987K -$141K -785 -13%
OBWG
171
Onyx Bridge Wealth Group
New York
$940K +$297K +1,650 +46%
ETC
172
Exchange Traded Concepts
Oklahoma
$940K +$108K +598 +13%
SCI
173
S&CO Inc
Massachusetts
$899K +$180K +1,000 +25%
Citigroup
174
Citigroup
New York
$897K +$249K +1,385 +38%
TI
175
Tidal Investments
Wisconsin
$878K -$16.7K -93 -2%
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