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Penumbra
PEN

333 hedge funds and large institutions have $6.85B invested in Penumbra in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 141 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

17% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $58.5M

7% more capital invested

Capital invested by funds: $6.4B → $6.85B (+$450M)

7% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 54

1.05% less ownership

Funds ownership: 91.7% → 90.65% (-1%)

2% less funds holding

Funds holding: 341 → 333 (-8)

28% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 141

Holders
333
Holders Change
-8
Holders Change %
-2.35%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
102
Reduced
141
Closed
54
Calls
$68.2M
Puts
$58.5M
Net Calls
+$9.7M
Net Calls Change
+$1.25M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$71M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$67.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$64.8M
4
CIP
Champlain Investment Partners
Vermont
+$49.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$31.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$197M
2
EAM
Eagle Asset Management
Florida
-$58.1M
3
Goldman Sachs
Goldman Sachs
New York
-$37.5M
4
BlackRock
BlackRock
New York
-$35.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
151
ClariVest Asset Management
California
$1.35M – – –
Allianz Asset Management
152
Allianz Asset Management
Germany
$1.34M -$75.6K -400 -5%
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$1.27M -$488K -2,583 -28%
Sumitomo Mitsui Trust Group
154
Sumitomo Mitsui Trust Group
Japan
$1.23M -$11.7K -62 -1%
URS
155
Utah Retirement Systems
Utah
$1.19M – – –
HighTower Advisors
156
HighTower Advisors
Illinois
$1.13M +$24.2K +128 +2%
BA
157
Bridgewater Associates
Connecticut
$1.12M -$2.57M -13,613 -70%
Citigroup
158
Citigroup
New York
$1.1M +$132K +698 +14%
Pacer Advisors
159
Pacer Advisors
Pennsylvania
$1.1M -$24.2K -128 -2%
Vontobel Holding
160
Vontobel Holding
Switzerland
$1.09M +$1.06M +5,620 New
SCI
161
S&CO Inc
Massachusetts
$1.07M +$94.5K +500 +10%
AG
162
AlTi Global
New York
$1.03M -$474K -2,509 -32%
Millennium Management
163
Millennium Management
New York
$1.02M -$18.9M -99,922 -95%
OBWG
164
Onyx Bridge Wealth Group
New York
$1.02M – – –
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$1.01M +$86.4K +457 +10%
NG
166
Norden Group
Utah
$1.01M +$307K +1,624 +45%
WP
167
Woodline Partners
California
$992K +$965K +5,105 New
TI
168
Tidal Investments
Wisconsin
$973K +$24.6K +130 +3%
HF
169
HRT Financial
New York
$970K +$944K +4,996 New
ETC
170
Exchange Traded Concepts
Oklahoma
$891K -$120K -636 -12%
SOADOR
171
State of Alaska Department of Revenue
Alaska
$872K +$57.6K +305 +7%
NYLIM
172
New York Life Investment Management
New York
$865K -$45.2K -239 -5%
VPIM
173
Vanguard Personalized Indexing Management
California
$832K -$5.67K -30 -0.7%
Federated Hermes
174
Federated Hermes
Pennsylvania
$799K -$10.9M -57,627 -93%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$796K -$2.61M -13,789 -77%
5 6
7
8 9

PEN Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q3 2024, worth a combined $6.85B — up 7% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of PEN and 50 opened new positions — a net loss of 4 holders — while 141 trimmed existing stakes and 102 added.

The largest buyer was Janus Henderson Group, adding an estimated $71M. The largest seller was T. Rowe Price Associates, cutting an estimated $197M.

  • 333 institutional investors held Penumbra (PEN) as of Q3 2024, down from 341 in Q2 2024.
  • Funds reported $6.85B of Penumbra stock for Q3 2024, up 7% quarter-over-quarter.
  • 50 funds opened new Penumbra positions in Q3 2024 and 54 closed out, a net change of -4 holders.
  • The largest Penumbra buyer in Q3 2024 was Janus Henderson Group, an estimated $71M added.
  • The largest Penumbra seller in Q3 2024 was T. Rowe Price Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2024.