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Penumbra
PEN

Overview Fund Activity

251 hedge funds and large institutions have $4.94B invested in Penumbra in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 71 reducing their positions, and 21 closing their positions.

Holders
251
Holders Change
+29
Holders Change %
+13.06%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
51
Increased
94
Reduced
71
Closed
21
Calls
$25.9M
Puts
$33.8M
Net Calls
-$7.83M
Net Calls Change
-$14.5M

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$67.7M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$38.6M
3
Deutsche Bank
3
Deutsche Bank
Germany
$21.2M
4
Barclays
4
Barclays
United Kingdom
$16.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$42.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$160M
2
PHS
2
PFM Health Sciences
California
$68.8M
3
PI
3
Putnam Investments
Massachusetts
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.93M
5
GPP
5
Great Point Partners
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$860M 5,237,124 +18,184 +0.3%
BlackRock
2
BlackRock
New York
$508M 3,091,875 -120,543 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$480M 2,919,125 +20,385 +0.7%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$200M 1,218,187 +45,395 +4%
ClearBridge Investments
5
ClearBridge Investments
New York
$175M 1,065,482 +940 +0.1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$160M 976,330 -1,795,862 -65%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$160M 973,126 -118,989 -11%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$152M 923,885 -15,558 -2%
AllianceBernstein
9
AllianceBernstein
Tennessee
$146M 887,934 -167,322 -16%
State Street
10
State Street
Massachusetts
$133M 809,168 -13,695 -2%
Morgan Stanley
11
Morgan Stanley
New York
$97.2M 591,566 +82,936 +16%
Invesco
12
Invesco
Georgia
$88.9M 541,054 -102,443 -16%
Norges Bank
13
Norges Bank
Norway
$79.9M 486,563 +79,409 +20%
PHS
14
PFM Health Sciences
California
$68.8M 418,792 -610,772 -59%
GIM
15
Generation Investment Management
United Kingdom
$67.7M 412,309 +412,309 New
Franklin Resources
16
Franklin Resources
California
$66.9M 406,994 +30,892 +8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$56.1M 341,417 +13,524 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$53.7M 326,770 +9,163 +3%
SIMG
19
Stephens Investment Management Group
Texas
$51.6M 314,279 +7,205 +2%
Ameriprise
20
Ameriprise
Minnesota
$47.3M 287,796 -118,535 -29%
Charles Schwab
21
Charles Schwab
California
$45M 273,650 +22,048 +9%
AAM
22
Ardevora Asset Management
United Kingdom
$44.8M 272,700 +30,000 +12%
CIP
23
Champlain Investment Partners
Vermont
$44.3M 269,625 +24,255 +10%
Northern Trust
24
Northern Trust
Illinois
$44.2M 268,984 +5,301 +2%
WRF
25
Waddell & Reed Financial
Kansas
$43.7M 265,748 -22,377 -8%
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