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Penumbra

330 hedge funds and large institutions have $6.8B invested in Penumbra in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 101 increasing their positions, 139 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-10
Holders Change %
-2.94%
% of All Funds
4.77%
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
101
Reduced
139
Closed
56
Calls
$68.2M
Puts
$58.5M
Net Calls
+$9.7M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
176
AlphaCentric Advisors
Puerto Rico
$777K +$777K +4,000 New
ERSOT
177
Employees Retirement System of Texas
Texas
$777K
EP
178
Edgestream Partners
New Jersey
$773K +$773K +3,977 New
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$772K +$772K +3,975 New
GC
180
Guggenheim Capital
Illinois
$759K -$51.7K -266 -6%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$751K
Pathstone Holdings
182
Pathstone Holdings
New Jersey
$747K -$56.5K -291 -7%
HCMT
183
Highland Capital Management (Tennessee)
Tennessee
$746K -$28K -144 -4%
RWP
184
RWA Wealth Partners
Massachusetts
$743K
MYIA
185
Mount Yale Investment Advisors
Colorado
$733K -$41.4K -213 -5%
HSBC Holdings
186
HSBC Holdings
United Kingdom
$716K -$472K -2,443 -40%
Cerity Partners
187
Cerity Partners
New York
$702K +$113K +583 +19%
BAAM
188
Baker Avenue Asset Management
California
$637K
AWAU
189
Alliance Wealth Advisors (Utah)
Utah
$636K +$27.8K +143 +5%
KeyBank National Association
190
KeyBank National Association
Ohio
$630K -$35.4K -182 -5%
SAM
191
Silvercrest Asset Management
New York
$613K +$5.25K +27 +0.9%
SSA
192
Schonfeld Strategic Advisors
New York
$608K -$742K -3,821 -55%
CG
193
Cynosure Group
Utah
$600K +$203K +1,043 +51%
SAM
194
Securian Asset Management
Minnesota
$594K
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$589K -$11.1K -57 -2%
YMRC
196
Yorktown Management & Research Company
Virginia
$583K
RG
197
Rathbones Group
United Kingdom
$583K
Stifel Financial
198
Stifel Financial
Missouri
$579K -$77.5K -399 -12%
CGH
199
Crossmark Global Holdings
Texas
$575K +$82K +422 +17%
LIM
200
Leavell Investment Management
Alabama
$563K