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Penumbra
PEN

Overview Fund Activity

208 hedge funds and large institutions have $4.82B invested in Penumbra in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
4.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
47
Increased
76
Reduced
58
Closed
32
Calls
$22.7M
Puts
$27.5M
Net Calls
-$4.74M
Net Calls Change
+$2.26M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$517M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$153M
3
AAM
3
Ardevora Asset Management
United Kingdom
$36.1M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$160M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$175M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.4M
2
RG
2
Redmile Group
California
$0
3
Norges Bank
3
Norges Bank
Norway
$49.5M
4
Wells Fargo
4
Wells Fargo
California
$6.34M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$3K – – –
AF
202
Advisornet Financial
Minnesota
$3K +$3K +18 New
VFA
203
Valeo Financial Advisors
Indiana
$2K – – –
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$2K +$2K +14 New
TWA
205
TCI Wealth Advisors
Arizona
$1K – – –
IFAM
206
Institutional & Family Asset Management
Colorado
$1K – – –
RBC
207
Roble Belko & Company
Pennsylvania
$1K +$1K +5 New
PCP
208
Proficio Capital Partners
Massachusetts
$1K +$1K +8 New
RG
209
Redmile Group
California
– -$47.5M -323,170 Closed
ACM
210
Atika Capital Management
New York
– -$3.53M -24,000 Closed
SSA
211
Schonfeld Strategic Advisors
New York
– -$2.98M -20,280 Closed
EGM
212
Engineers Gate Manager
New York
– -$2.86M -19,441 Closed
AI
213
Atom Investors
Texas
– -$2.85M -19,396 Closed
ACM
214
Aubrey Capital Management
United Kingdom
– -$2.79M -19,000 Closed
LCM
215
Laurion Capital Management
New York
– -$1.78M -12,075 Closed
ACM
216
Asymmetry Capital Management
California
– -$1.65M -11,254 Closed
Point72 Asset Management
217
Point72 Asset Management
Connecticut
– -$1.35M -9,180 Closed
EIM
218
Essex Investment Management
Massachusetts
– -$1.16M -7,909 Closed
JIM
219
Jupiter Investment Management
United Kingdom
– -$749K -5,100 Closed
PCM
220
Prelude Capital Management
New York
– -$684K -4,650 Closed
Marshall Wace
221
Marshall Wace
United Kingdom
– -$576K -3,923 Closed
HI
222
HBK Investments
Texas
– -$559K -3,800 Closed
Brown Advisory
223
Brown Advisory
Maryland
– -$541K -3,674 Closed
Alyeska Investment Group
224
Alyeska Investment Group
Illinois
– -$473K -3,219 Closed
Verition Fund Management
225
Verition Fund Management
Connecticut
– -$455K -3,096 Closed
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