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Penumbra
PEN

Overview Fund Activity

337 hedge funds and large institutions have $8.76B invested in Penumbra in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+24
Holders Change %
+7.67%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
64
Increased
114
Reduced
121
Closed
34
Calls
$184M
Puts
$196M
Net Calls
-$11.8M
Net Calls Change
-$128M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$781M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.46B
3
Morgan Stanley
3
Morgan Stanley
New York
$184M
4
B
4
Braidwell
Connecticut
$56M
5
CIP
5
Champlain Investment Partners
Vermont
$118M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.01B
2
Invesco
2
Invesco
Georgia
$95.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$3.01M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$7.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPAM
201
Rhenman & Partners Asset Management
Sweden
$629K +$629K +2,500 New
VF
202
Virtu Financial
New York
$624K +$624K +2,482 New
AIM
203
Aigen Investment Management
New York
$615K +$398K +1,582 +183%
Royal Bank of Canada
204
Royal Bank of Canada
Ontario, Canada
$615K +$377K +1,500 +159%
Walleye Capital
205
Walleye Capital
New York
$608K -$12.8M -50,704 -95%
ProShare Advisors
206
ProShare Advisors
Maryland
$580K +$40K +159 +7%
AIM
207
Artemis Investment Management
United Kingdom
$570K -$125K -496 -18%
GC
208
Guggenheim Capital
Illinois
$541K +$541K +2,152 New
Squarepoint
209
Squarepoint
New York
$538K -$3.13M -12,430 -85%
HSA
210
Hussman Strategic Advisors
Maryland
$528K – – –
Two Sigma Investments
211
Two Sigma Investments
New York
$528K +$528K +2,100 New
AFM
212
Abbot Financial Management
Massachusetts
$524K +$137K +546 +36%
HighTower Advisors
213
HighTower Advisors
Illinois
$505K +$17.4K +68 +4%
SI
214
Sofinnova Investments
California
$503K +$503K +2,000 New
ERSOT
215
Employees Retirement System of Texas
Texas
$485K +$485K +1,927 New
YMRC
216
Yorktown Management & Research Company
Virginia
$465K – – –
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$447K +$447K +1,778 New
Nomura Holdings
218
Nomura Holdings
Japan
$440K +$440K +1,750 New
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$411K -$22.6K -90 -5%
SAM
220
Silvercrest Asset Management
New York
$409K -$5.03K -20 -1%
PP
221
PDT Partners
New York
$386K -$572K -2,275 -60%
PCM
222
Prelude Capital Management
New York
$377K -$60.6K -241 -14%
SG Americas Securities
223
SG Americas Securities
New York
$358K -$662K -2,630 -65%
M&T Bank
224
M&T Bank
New York
$347K +$29.7K +118 +9%
MML Investors Services
225
MML Investors Services
Massachusetts
$341K -$218K -868 -39%
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