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Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $6.4B invested in Penumbra in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
–
Holders Change %
0%
% of All Funds
4.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
59
Increased
136
Reduced
105
Closed
56
Calls
$82.5M
Puts
$74.1M
Net Calls
+$8.44M
Net Calls Change
+$45.6M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$116M
2
Goldman Sachs
Goldman Sachs
New York
$87.3M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$66M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.7M
5
Artisan Partners
Artisan Partners
Wisconsin
$63M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
RSCM
Rock Springs Capital Management
Maryland
$47.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
IHAM
Integral Health Asset Management
New York
$0
5
TC
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$859K +$32K +178 +4%
NYLIM
177
New York Life Investment Management
New York
$845K +$75.4K +419 +10%
NRD
178
Nebula Research & Development
New York
$842K +$842K +4,681 New
Russell Investments Group
179
Russell Investments Group
United Kingdom
$799K -$173K -962 -18%
DTL
180
Dynamic Technology Lab
Singapore
$781K -$425K -2,361 -35%
VPIM
181
Vanguard Personalized Indexing Management
California
$776K +$31.9K +177 +4%
SOADOR
182
State of Alaska Department of Revenue
Alaska
$753K – – –
GC
183
Guggenheim Capital
Illinois
$751K -$923K -5,131 -55%
Pathstone Holdings
184
Pathstone Holdings
New Jersey
$745K +$121K +670 +19%
APWM
185
Argonautica Private Wealth Management
Massachusetts
$730K +$730K +4,056 New
ERSOT
186
Employees Retirement System of Texas
Texas
$720K – – –
MYIA
187
Mount Yale Investment Advisors
Colorado
$717K +$717K +3,986 New
HCMT
188
Highland Capital Management (Tennessee)
Tennessee
$717K -$143K -795 -17%
VWM
189
VCI Wealth Management
Missouri
$712K +$264K +1,467 +59%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$695K -$37.2K -207 -5%
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$692K -$595K -3,304 -46%
RWP
192
RWA Wealth Partners
Massachusetts
$688K – – –
AIM
193
Aigen Investment Management
New York
$649K +$426K +2,367 +191%
NG
194
Norden Group
Utah
$644K +$385K +2,141 +149%
KeyBank National Association
195
KeyBank National Association
Ohio
$616K +$616K +3,423 New
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$613K +$419K +2,326 +215%
Stifel Financial
197
Stifel Financial
Missouri
$609K +$609K +3,381 New
GCP
198
GSA Capital Partners
United Kingdom
$595K +$272K +1,512 +84%
BAAM
199
Baker Avenue Asset Management
California
$590K +$900 +5 +0.2%
BCM
200
Bayesian Capital Management
New York
$567K +$567K +3,150 New
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