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Penumbra
PEN

333 hedge funds and large institutions have $6.85B invested in Penumbra in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 141 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

17% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $58.5M

7% more capital invested

Capital invested by funds: $6.4B → $6.85B (+$450M)

7% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 54

1.05% less ownership

Funds ownership: 91.7% → 90.65% (-1%)

2% less funds holding

Funds holding: 341 → 333 (-8)

28% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 141

Holders
333
Holders Change
-8
Holders Change %
-2.35%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
102
Reduced
141
Closed
54
Calls
$68.2M
Puts
$58.5M
Net Calls
+$9.7M
Net Calls Change
+$1.25M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$71M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$67.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$64.8M
4
CIP
Champlain Investment Partners
Vermont
+$49.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$31.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$197M
2
EAM
Eagle Asset Management
Florida
-$58.1M
3
Goldman Sachs
Goldman Sachs
New York
-$37.5M
4
BlackRock
BlackRock
New York
-$35.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
176
Argonautica Private Wealth Management
Massachusetts
$791K +$2.46K +13 +0.3%
AA
177
AlphaCentric Advisors
Puerto Rico
$777K +$756K +4,000 New
ERSOT
178
Employees Retirement System of Texas
Texas
$777K – – –
EP
179
Edgestream Partners
New Jersey
$773K +$751K +3,977 New
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$772K +$751K +3,975 New
GC
181
Guggenheim Capital
Illinois
$759K -$50.3K -266 -6%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$751K – – –
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$747K -$55K -291 -7%
HCMT
184
Highland Capital Management (Tennessee)
Tennessee
$746K -$27.2K -144 -4%
RWP
185
RWA Wealth Partners
Massachusetts
$743K – – –
MYIA
186
Mount Yale Investment Advisors
Colorado
$733K -$40.2K -213 -5%
HSBC Holdings
187
HSBC Holdings
United Kingdom
$716K -$462K -2,443 -40%
Cerity Partners
188
Cerity Partners
New York
$702K +$110K +583 +19%
BAAM
189
Baker Avenue Asset Management
California
$637K – – –
AWAU
190
Alliance Wealth Advisors (Utah)
Utah
$636K +$27K +143 +5%
KeyBank National Association
191
KeyBank National Association
Ohio
$630K -$34.4K -182 -5%
SAM
192
Silvercrest Asset Management
New York
$613K +$5.1K +27 +0.9%
SSA
193
Schonfeld Strategic Advisors
New York
$608K -$722K -3,821 -55%
CG
194
Cynosure Group
Utah
$600K +$197K +1,043 +51%
SAM
195
Securian Asset Management
Minnesota
$594K – – –
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$589K -$10.8K -57 -2%
RG
197
Rathbones Group
United Kingdom
$583K – – –
YMRC
198
Yorktown Management & Research Company
Virginia
$583K – – –
Stifel Financial
199
Stifel Financial
Missouri
$579K -$75.4K -399 -12%
CGH
200
Crossmark Global Holdings
Texas
$575K +$79.7K +422 +17%
6 7
8
9 10

PEN Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q3 2024, worth a combined $6.85B — up 7% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of PEN and 50 opened new positions — a net loss of 4 holders — while 141 trimmed existing stakes and 102 added.

The largest buyer was Janus Henderson Group, adding an estimated $71M. The largest seller was T. Rowe Price Associates, cutting an estimated $197M.

  • 333 institutional investors held Penumbra (PEN) as of Q3 2024, down from 341 in Q2 2024.
  • Funds reported $6.85B of Penumbra stock for Q3 2024, up 7% quarter-over-quarter.
  • 50 funds opened new Penumbra positions in Q3 2024 and 54 closed out, a net change of -4 holders.
  • The largest Penumbra buyer in Q3 2024 was Janus Henderson Group, an estimated $71M added.
  • The largest Penumbra seller in Q3 2024 was T. Rowe Price Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2024.