PEN icon

Penumbra
PEN

Overview Fund Activity

310 hedge funds and large institutions have $9.74B invested in Penumbra in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
59
Increased
96
Reduced
105
Closed
33
Calls
$106M
Puts
$55.4M
Net Calls
+$50.6M
Net Calls Change
-$97.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$609M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Invesco
3
Invesco
Georgia
$80M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$40.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$83.8M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$203M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$262M
3
PCH
3
Polar Capital Holdings
United Kingdom
$36.1M
4
CIP
4
Champlain Investment Partners
Vermont
$175M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
176
EAM Investors
California
$1.15M -$405K -1,454 -26%
Allianz Asset Management
177
Allianz Asset Management
Germany
$1.14M +$1.14M +4,100 New
WG
178
Winton Group
United Kingdom
$1.11M +$104K +373 +10%
JGGDR
179
JGP Global Gestao de Recursos
Brazil
$1.11M +$1.11M +33,650 New
AIM
180
Artemis Investment Management
United Kingdom
$1.1M -$438K -1,574 -29%
DT
181
Diversified Trust
Tennessee
$1.05M -$236K -848 -18%
ACM
182
Aquatic Capital Management
Illinois
$1.03M +$1.03M +3,700 New
BC
183
Brookfield Corp
Ontario, Canada
$982K -$3.49M -12,535 -78%
SAM
184
Securian Asset Management
Minnesota
$964K -$28.1K -101 -3%
SO
185
STRS Ohio
Ohio
$949K +$949K +3,408 New
PWAG
186
Polaris Wealth Advisory Group
California
$937K -$13.9K -50 -1%
CGH
187
Crossmark Global Holdings
Texas
$926K +$55.4K +199 +6%
Bessemer Group
188
Bessemer Group
New Jersey
$855K – – –
RG
189
Rathbones Group
United Kingdom
$836K – – –
OBWG
190
Onyx Bridge Wealth Group
New York
$815K -$55.7K -200 -6%
Wellington Management Group
191
Wellington Management Group
Massachusetts
$801K +$801K +2,874 New
MSRPS
192
Maryland State Retirement & Pension System
Maryland
$771K – – –
Pacer Advisors
193
Pacer Advisors
Pennsylvania
$750K -$1.27M -4,567 -63%
TRCT
194
Tower Research Capital (TRC)
New York
$745K +$502K +1,799 +206%
UOC
195
UBS O'Connor
Illinois
$681K +$681K +2,442 New
ProShare Advisors
196
ProShare Advisors
Maryland
$639K -$183K -657 -22%
TI
197
Tidal Investments
Wisconsin
$618K +$247K +887 +67%
VIA
198
Virtus Investment Advisers
Connecticut
$616K +$25.1K +90 +4%
Prudential Financial
199
Prudential Financial
New Jersey
$604K -$1.39K -5 -0.2%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$604K +$163K +585 +37%
6 7
8
9 10