Penumbra
272 hedge funds and large institutions have $8.39B invested in Penumbra in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 65 increasing their positions, 120 reducing their positions, and 43 closing their positions.
40% more capital invested
Capital invested by funds: $5.98B → $8.39B (+$2.4B)
23% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 43
3% more funds holding
Funds holding: 263 → 272 (+9)
10% more call options, than puts
Call options by funds: $82M | Put options by funds: $74.8M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9.08% less ownership
Funds ownership: 94.29% → 85.21% (-9.1%)
46% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$39.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.7M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$35.5M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$32.7M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$166M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$121M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$75.6M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$63.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$59.8M |
PEN Hedge Fund Activity: Q1 2021 in Review
272 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q1 2021, worth a combined $8.39B — up 40% from $5.98B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new PEN positions and 43 closed out — a net gain of 10 holders — while 65 added to existing stakes and 120 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $39.5M. The largest seller was Wellington Management Group, cutting an estimated $166M.
- 272 institutional investors held Penumbra (PEN) as of Q1 2021, up from 263 in Q4 2020.
- Funds reported $8.39B of Penumbra stock for Q1 2021, up 40% quarter-over-quarter.
- 53 funds opened new Penumbra positions in Q1 2021 and 43 closed out, a net change of +10 holders.
- The largest Penumbra buyer in Q1 2021 was Morgan Stanley, an estimated $39.5M added.
- The largest Penumbra seller in Q1 2021 was Wellington Management Group, an estimated $166M sold.
Based on aggregated 13F filings for Q1 2021.