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Penumbra
PEN

Overview Fund Activity

288 hedge funds and large institutions have $7.65B invested in Penumbra in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+28
Holders Change %
+10.77%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
55
Increased
108
Reduced
84
Closed
23
Calls
$196M
Puts
$47.6M
Net Calls
+$148M
Net Calls Change
+$57.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$516M
2
BlackRock
2
BlackRock
New York
$984M
3
Morgan Stanley
3
Morgan Stanley
New York
$71.4M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$37.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$264M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$45.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$5.23M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.23B
5
Norges Bank
5
Norges Bank
Norway
$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
176
Diametric Capital
Massachusetts
$907K -$1.38M -6,210 -60%
QT
177
Quantamental Technologies
New York
$828K +$413K +1,856 +100%
PIM
178
Perpetual Investment Management
Australia
$819K +$111K +500 +16%
WG
179
Winton Group
United Kingdom
$804K +$804K +3,613 New
Wolverine Trading
180
Wolverine Trading
Illinois
$799K +$126K +565 +19%
SAM
181
Securian Asset Management
Minnesota
$792K +$22.2K +100 +3%
BCM
182
Bayesian Capital Management
New York
$788K +$788K +3,542 New
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$782K -$435K -1,956 -36%
PWAG
184
Polaris Wealth Advisory Group
California
$777K -$4.56K -20 -0.6%
Envestnet Asset Management
185
Envestnet Asset Management
Illinois
$745K -$43.2K -194 -5%
OBWG
186
Onyx Bridge Wealth Group
New York
$720K – – –
CGH
187
Crossmark Global Holdings
Texas
$695K -$46K -207 -6%
Bessemer Group
188
Bessemer Group
New Jersey
$682K +$682K +3,068 New
RG
189
Rathbones Group
United Kingdom
$667K – – –
ProShare Advisors
190
ProShare Advisors
Maryland
$656K -$127K -572 -16%
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$652K +$367K +1,650 +129%
PFO
192
Pathstone Family Office
New Jersey
$645K +$453K +2,503 +235%
MSRPS
193
Maryland State Retirement & Pension System
Maryland
$615K +$615K +2,765 New
I
194
InceptionR
California
$562K +$562K +2,528 New
Prudential Financial
195
Prudential Financial
New Jersey
$483K +$890 +4 +0.2%
GCM
196
Graham Capital Management
Connecticut
$481K -$389K -1,749 -45%
VIA
197
Virtus Investment Advisers
Connecticut
$472K – – –
SCM
198
Shelton Capital Management
Colorado
$416K – – –
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$412K -$336K -1,510 -45%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$412K +$36K +162 +10%
6 7
8
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