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Penumbra

171 hedge funds and large institutions have $2.98B invested in Penumbra in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+19
Holders Change %
+12.5%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
49
Reduced
63
Closed
22
Calls
$7.75M
Puts
$4.27M
Net Calls
+$3.48M
Net Calls Change
+$6.38M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$564M -$24.3M -210,440 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$296M +$6.95M +60,071 +2%
BlackRock
3
BlackRock
New York
$250M +$25.6M +221,415 +11%
AllianceBernstein
4
AllianceBernstein
Tennessee
$120M -$20.1M -173,576 -14%
PI
5
Putnam Investments
Massachusetts
$79.9M +$28.4M +245,844 +55%
PHS
6
PFM Health Sciences
California
$74.8M -$20.6M -178,526 -22%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$73.1M +$11.6M +100,079 +19%
Morgan Stanley
8
Morgan Stanley
New York
$71.1M -$1.95M -16,825 -3%
State Street
9
State Street
Massachusetts
$70.5M -$5.24M -45,315 -7%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$67.3M +$58M +501,476 +625%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$64.3M -$8.43M -72,902 -12%
RG
12
Redmile Group
California
$63.3M -$8.12M -70,200 -11%
ClearBridge Investments
13
ClearBridge Investments
New York
$62.5M +$25.7M +222,417 +70%
Invesco
14
Invesco
Georgia
$56.3M -$12.2M -105,218 -18%
Ameriprise
15
Ameriprise
Minnesota
$52.8M +$47.2M +408,199 +847%
Federated Hermes
16
Federated Hermes
Pennsylvania
$50.6M -$4.22M -36,500 -8%
EAM
17
Eagle Asset Management
Florida
$48.7M -$15.4M -132,784 -24%
WRF
18
Waddell & Reed Financial
Kansas
$46.4M -$8.35M -72,180 -15%
CIP
19
Champlain Investment Partners
Vermont
$45.6M -$245K -2,120 -0.5%
Northern Trust
20
Northern Trust
Illinois
$42.5M -$71.6K -619 -0.2%
CTA
21
Carillon Tower Advisers
Florida
$40.5M
American Century Companies
22
American Century Companies
Missouri
$37.9M +$912K +7,887 +2%
Franklin Resources
23
Franklin Resources
California
$37.8M -$22.8K -197 -0.1%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$34.1M +$387K +3,349 +1%
CS
25
Credit Suisse
Switzerland
$33.3M +$9.63M +83,303 +41%