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Penumbra
PEN

Overview Fund Activity

368 hedge funds and large institutions have $8.3B invested in Penumbra in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+38
Holders Change %
+11.52%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
68
Increased
121
Reduced
132
Closed
25
Calls
$63.7M
Puts
$9.62M
Net Calls
+$54.1M
Net Calls Change
+$44.4M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$174M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$168M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$173M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$23.9M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$71.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$301M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.1M
3
B
Braidwell
Connecticut
$43.7M
4
Man Group
Man Group
United Kingdom
$4.84M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
176
Pacer Advisors
Pennsylvania
$1.36M +$13.5K +57 +1%
XT
177
XTX Topco
Cayman Islands
$1.35M +$709K +2,984 +111%
SCI
178
S&CO Inc
Massachusetts
$1.31M – – –
NG
179
Norden Group
Utah
$1.27M +$32.1K +135 +3%
ERSOT
180
Employees Retirement System of Texas
Texas
$1.25M +$302K +1,274 +32%
OBWG
181
Onyx Bridge Wealth Group
New York
$1.24M +$1.43K +6 +0.1%
TI
182
Tidal Investments
Wisconsin
$1.18M -$8.79K -37 -0.7%
Vontobel Holding
183
Vontobel Holding
Switzerland
$1.17M -$169K -710 -13%
AG
184
AlTi Global
New York
$1.06M -$198K -832 -16%
VPIM
185
Vanguard Personalized Indexing Management
California
$1.04M +$24.2K +102 +2%
SOADOR
186
State of Alaska Department of Revenue
Alaska
$1.04M -$26.1K -110 -2%
NYLIM
187
New York Life Investment Management
New York
$976K -$82.2K -346 -8%
APWM
188
Argonautica Private Wealth Management
Massachusetts
$965K -$1.43K -6 -0.1%
BA
189
Bridgewater Associates
Connecticut
$948K -$427K -1,799 -31%
Federated Hermes
190
Federated Hermes
Pennsylvania
$915K -$61.7K -260 -6%
SG Americas Securities
191
SG Americas Securities
New York
$910K -$948K -3,995 -51%
Lazard Asset Management
192
Lazard Asset Management
New York
$908K +$250K +1,054 +38%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$896K -$17.6K -74 -2%
MYIA
194
Mount Yale Investment Advisors
Colorado
$894K -$2.38K -10 -0.3%
William Blair & Company
195
William Blair & Company
Illinois
$888K -$1.22M -5,140 -58%
ETC
196
Exchange Traded Concepts
Oklahoma
$883K -$206K -867 -19%
QIM
197
Quantitative Investment Management
Virginia
$867K +$867K +3,651 New
Squarepoint
198
Squarepoint
New York
$854K +$854K +3,596 New
PCM
199
Prelude Capital Management
New York
$844K +$844K +3,552 New
DTL
200
Dynamic Technology Lab
Singapore
$841K +$344K +1,450 +69%
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