Penumbra
171 hedge funds and large institutions have $2.97B invested in Penumbra in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 22 closing their positions.
95% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 22
82% more call options, than puts
Call options by funds: $7.75M | Put options by funds: $4.27M
26% more capital invested
Capital invested by funds: $2.36B → $2.97B (+$615M)
13% more funds holding
Funds holding: 152 → 171 (+19)
1.52% more ownership
Funds ownership: 73.87% → 75.39% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
24% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$51.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$42.2M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$25.4M |
| 4 |
ClearBridge Investments
New York
|
+$23M |
| 5 |
BlackRock
New York
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Polar Capital
London,
United Kingdom
|
-$32.5M |
| 2 |
CAM
Carret Asset Management
New York
|
-$24.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.7M |
| 4 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$18.4M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$17.9M |
PEN Hedge Fund Activity: Q1 2018 in Review
171 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q1 2018, worth a combined $2.97B — up 26% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new PEN positions and 22 closed out — a net gain of 21 holders — while 48 added to existing stakes and 63 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $51.8M. The largest seller was Polar Capital, exiting entirely with an estimated $32.5M sold.
- 171 institutional investors held Penumbra (PEN) as of Q1 2018, up from 152 in Q4 2017.
- Funds reported $2.97B of Penumbra stock for Q1 2018, up 26% quarter-over-quarter.
- 43 funds opened new Penumbra positions in Q1 2018 and 22 closed out, a net change of +21 holders.
- The largest Penumbra buyer in Q1 2018 was Baillie Gifford & Co, an estimated $51.8M added.
- The largest Penumbra seller in Q1 2018 was Polar Capital, an estimated $32.5M sold.
Based on aggregated 13F filings for Q1 2018.