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Penumbra
PEN

Overview Fund Activity

263 hedge funds and large institutions have $5.98B invested in Penumbra in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-11
Holders Change %
-4.01%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
103
Reduced
86
Closed
48
Calls
$62.3M
Puts
$165M
Net Calls
-$103M
Net Calls Change
-$31.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$568M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$331M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$241M
4
Ameriprise
Ameriprise
Minnesota
$101M
5
BlackRock
BlackRock
New York
$623M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$17M
2
Invesco
Invesco
Georgia
$47.4M
3
SIMG
Stephens Investment Management Group
Texas
$0
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
201
World Asset Management
Michigan
$229K -$4.72K -27 -2%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$229K – – –
V
203
Veritable
Delaware
$226K +$226K +1,292 New
SCA
204
Spearhead Capital Advisors
Florida
$223K +$13.1K +75 +6%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$219K +$219K +1,249 New
IRF
206
IBM Retirement Fund
New York
$215K +$28.1K +160 +15%
LWAC
207
Laurel Wealth Advisors (California)
California
$210K +$17.5K +100 +9%
CI
208
Cigna Investments
Connecticut
$206K +$8.77K +50 +4%
CAM
209
Concorde Asset Management
Michigan
$206K +$206K +1,175 New
EWA
210
Exencial Wealth Advisors
Oklahoma
$200K +$200K +1,144 New
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$168K -$6.44K -37 -4%
PA
212
Parallel Advisors
California
$164K -$2.1K -12 -1%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$144K +$28.4K +162 +25%
CG
214
Cutler Group
California
$138K +$138K +791 New
FHC
215
First Horizon Corporation
Tennessee
$120K – – –
ST
216
Smithfield Trust
Pennsylvania
$111K +$10.6K +61 +11%
NIM
217
NuWave Investment Management
New Jersey
$99K -$110K -625 -53%
GAM
218
Gemmer Asset Management
California
$91K +$4.21K +24 +5%
APA
219
American Portfolios Advisors
New York
$89.1K +$5.43K +31 +6%
HPC
220
HM Payson & Co
Maine
$88K – – –
HS
221
Horan Securities
United States
$83K +$38.4K +219 +86%
ECM
222
ExodusPoint Capital Management
New York
$83K +$83K +477 New
NFG
223
Next Financial Group
Texas
$77K -$5.79K -33 -7%
FF
224
FourThought Financial
Florida
$73K +$73K +422 New
PCG
225
Private Capital Group
Connecticut
$50K -$5.38K -31 -10%
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