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Penumbra
PEN

Overview Fund Activity

271 hedge funds and large institutions have $8.39B invested in Penumbra in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+8
Holders Change %
+3.04%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
52
Increased
65
Reduced
120
Closed
43
Calls
$82M
Puts
$74.8M
Net Calls
+$7.12M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$868M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$37.2M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$347M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$21.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$338M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$234M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$800M
4
Capital World Investors
4
Capital World Investors
California
$175M
5
Ameriprise
5
Ameriprise
Minnesota
$93M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESCM
176
Echo Street Capital Management
New York
$617K +$617K +2,279 New
PA
177
Profund Advisors
Maryland
$613K -$201K -743 -25%
MC
178
Maverick Capital
Texas
$575K +$575K +2,124 New
DT
179
Diversified Trust
Tennessee
$549K -$128K -472 -19%
CBT
180
Capital Bank & Trust
California
$541K -$1.08M -4,000 -67%
LIA
181
LS Investment Advisors
Michigan
$541K -$116K -430 -18%
MW
182
Marcum Wealth
Ohio
$541K +$541K +2,000 New
SSA
183
Schonfeld Strategic Advisors
New York
$533K +$533K +1,971 New
SCM
184
Shelton Capital Management
Colorado
$506K – – –
YIH
185
Y-Intercept (HK)
Hong Kong
$501K -$498K -1,922 -50%
Los Angeles Capital Management
186
Los Angeles Capital Management
California
$492K – – –
MWM
187
Mission Wealth Management
California
$447K -$406K -1,500 -48%
YMRC
188
Yorktown Management & Research Company
Virginia
$406K – – –
CAM
189
Concorde Asset Management
Michigan
$405K +$86.9K +321 +27%
SCM
190
Silvant Capital Management
Georgia
$403K – – –
BCM
191
Bayesian Capital Management
New York
$390K +$390K +1,441 New
WAM
192
World Asset Management
Michigan
$376K -$24.5K -80 -6%
RFG
193
Range Financial Group
Oregon
$368K +$368K +1,360 New
1C
194
1623 Capital
Virginia
$367K +$367K +1,358 New
VFM
195
Vivid Financial Management
California
$365K +$365K +1,349 New
CIBC Asset Management
196
CIBC Asset Management
Ontario, Canada
$364K +$9.21K +34 +3%
GCP
197
GSA Capital Partners
United Kingdom
$339K +$339K +1,254 New
CI
198
Cigna Investments
Connecticut
$328K +$9.75K +36 +3%
LWAC
199
Laurel Wealth Advisors (California)
California
$325K – – –
VIA
200
Vident Investment Advisory
Georgia
$319K +$319K +1,180 New
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