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Penumbra
PEN

Overview Fund Activity

288 hedge funds and large institutions have $7.65B invested in Penumbra in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
288
Holders Change
+28
Holders Change %
+10.77%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
55
Increased
108
Reduced
84
Closed
23
Calls
$196M
Puts
$47.6M
Net Calls
+$148M
Net Calls Change
+$57.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$516M
2
BlackRock
2
BlackRock
New York
$984M
3
Morgan Stanley
3
Morgan Stanley
New York
$71.4M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$37.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$264M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$45.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$5.23M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.23B
5
Norges Bank
5
Norges Bank
Norway
$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
201
Yorktown Management & Research Company
Virginia
$412K – – –
TCM
202
Teza Capital Management
Illinois
$396K +$396K +1,780 New
PA
203
Profund Advisors
Maryland
$377K +$15.6K +70 +4%
MWM
204
Mission Wealth Management
California
$361K -$6.45K -29 -2%
AAM
205
Advisors Asset Management
Colorado
$357K -$200K -897 -36%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$352K – – –
FCM
207
Family Capital Management
Michigan
$339K +$339K +1,525 New
SRAM
208
Spouting Rock Asset Management
Pennsylvania
$328K -$65.8K -296 -17%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$316K -$426K -1,918 -57%
TI
210
Tidal Investments
Wisconsin
$296K -$43K -193 -13%
CSS
211
Cubist Systematic Strategies
Connecticut
$295K +$295K +1,326 New
BWP
212
BSW Wealth Partners
Colorado
$293K +$31.6K +142 +12%
CAM
213
Concorde Asset Management
Michigan
$289K -$82.8K -372 -22%
AFM
214
Abbot Financial Management
Massachusetts
$271K +$3.56K +16 +1%
TC
215
Titleist Capital
Texas
$267K +$267K +1,200 New
BNP Paribas Financial Markets
216
BNP Paribas Financial Markets
France
$260K -$1.41M -6,354 -84%
CCM
217
Coldstream Capital Management
Washington
$257K +$257K +1,156 New
V
218
Veritable
Delaware
$249K +$249K +1,121 New
M&T Bank
219
M&T Bank
New York
$249K +$4.22K +19 +2%
FAIM
220
Financial Advocates Investment Management
Washington
$223K +$223K +1,001 New
TSS
221
Two Sigma Securities
New York
$222K +$222K +999 New
API
222
Advisor Partners II
California
$217K +$217K +976 New
PCM
223
Prelude Capital Management
New York
$216K -$555K -2,493 -72%
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$216K -$95K -427 -31%
Los Angeles Capital Management
225
Los Angeles Capital Management
California
$210K +$210K +943 New
7 8
9
10 11