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Penumbra

277 hedge funds and large institutions have $8.71B invested in Penumbra in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 78 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
111
Reduced
78
Closed
41
Calls
$27.5M
Puts
$22M
Net Calls
+$5.49M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
176
Concorde Asset Management
Michigan
$477K
LFAS
177
Level Four Advisory Services
Texas
$477K +$255K +886 +114%
MWM
178
Mission Wealth Management
California
$474K
YMRC
179
Yorktown Management & Research Company
Virginia
$431K
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$431K +$14.1K +49 +3%
AII
181
AGF Investments Inc
Ontario, Canada
$430K +$258K +896 +149%
AG
182
Algert Global
California
$424K -$446K -1,550 -51%
Mackenzie Financial
183
Mackenzie Financial
Ontario, Canada
$411K +$411K +1,431 New
PFO
184
Pathstone Family Office
New Jersey
$403K +$1.44K +5 +0.4%
ACM
185
AlphaCrest Capital Management
New York
$388K -$634K -2,203 -62%
Canada Pension Plan Investment Board
186
Canada Pension Plan Investment Board
Ontario, Canada
$370K -$61.1K -213 -14%
BWP
187
BSW Wealth Partners
Colorado
$354K +$16.7K +58 +5%
LWAC
188
Laurel Wealth Advisors (California)
California
$345K
AFM
189
Abbot Financial Management
Massachusetts
$326K +$326K +1,133 New
TFS
190
Thoroughbred Financial Services
Tennessee
$321K +$104K +362 +48%
GI
191
GS Investments
Minnesota
$319K
SCM
192
Silvant Capital Management
Georgia
$308K -$19.5K -68 -6%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$301K +$5.46K +19 +2%
V
194
Veritable
Delaware
$297K +$297K +1,033 New
VIA
195
Vident Investment Advisory
Georgia
$290K +$2.59K +9 +0.9%
OQS
196
Occudo Quantitative Strategies
Florida
$287K -$4.59K -16 -2%
Vontobel Holding
197
Vontobel Holding
Switzerland
$285K +$285K +996 New
Macquarie Group
198
Macquarie Group
Australia
$282K -$23.5K -82 -8%
M&T Bank
199
M&T Bank
New York
$268K +$4.03K +14 +2%
CCM
200
Coldstream Capital Management
Washington
$251K +$251K +872 New