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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 %
PTC
201
Petrus Trust Company
Texas
$812K +$812K +3,420 New
I
202
InceptionR
California
$803K +$281K +1,184 +54%
Millennium Management
203
Millennium Management
New York
$792K -$454K -1,913 -36%
BAAM
204
Baker Avenue Asset Management
California
$791K +$12.6K +53 +2%
AWAU
205
Alliance Wealth Advisors (Utah)
Utah
$779K +$1.66K +7 +0.2%
KeyBank National Association
206
KeyBank National Association
Ohio
$769K -$950 -4 -0.1%
JFG
207
Jefferies Financial Group
New York
$760K +$760K +3,200 New
Wealth Enhancement Advisory Services
208
Wealth Enhancement Advisory Services
Minnesota
$740K +$316K +1,332 +75%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$720K – – –
Stifel Financial
210
Stifel Financial
Missouri
$714K +$5.46K +23 +0.8%
YMRC
211
Yorktown Management & Research Company
Virginia
$712K – – –
RG
212
Rathbones Group
United Kingdom
$712K – – –
FAM
213
Fred Alger Management
New York
$710K +$710K +2,988 New
SC
214
Savant Capital
Illinois
$708K +$52.5K +221 +8%
TRCT
215
Tower Research Capital (TRC)
New York
$707K +$514K +2,165 +266%
RWP
216
RWA Wealth Partners
Massachusetts
$700K -$208K -877 -23%
SAM
217
Securian Asset Management
Minnesota
$689K -$36.6K -154 -5%
LIM
218
Leavell Investment Management
Alabama
$689K – – –
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$681K +$24K +101 +4%
AFM
220
Abbot Financial Management
Massachusetts
$680K +$34K +143 +5%
LWCFA
221
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$663K – – –
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$637K -$307K -1,293 -33%
FC
223
Farringdon Capital
United Kingdom
$632K +$632K +2,661 New
CGH
224
Crossmark Global Holdings
Texas
$597K -$106K -446 -15%
GC
225
Guggenheim Capital
Illinois
$576K -$352K -1,481 -38%
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