Penumbra
245 hedge funds and large institutions have $4.81B invested in Penumbra in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 86 reducing their positions, and 35 closing their positions.
94% more call options, than puts
Call options by funds: $33.5M | Put options by funds: $17.2M
5% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 86
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $4.94B → $4.81B (-$130M)
6% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 35
1.07% less ownership
Funds ownership: 86.17% → 85.1% (-1.1%)
2% less funds holding
Funds holding: 251 → 245 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$52.1M |
| 2 |
Goldman Sachs
New York
|
+$26.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$24.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$50.6M |
| 2 |
Morgan Stanley
New York
|
-$30M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$22.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$20.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.4M |
PEN Hedge Fund Activity: Q1 2020 in Review
245 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q1 2020, worth a combined $4.81B — down 2.6% from $4.94B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of PEN and 33 opened new positions — a net loss of 2 holders — while 86 trimmed existing stakes and 90 added.
The largest buyer was Generation Investment Management, adding an estimated $52.1M. The largest seller was PFM Health Sciences, cutting an estimated $50.6M.
- 245 institutional investors held Penumbra (PEN) as of Q1 2020, down from 251 in Q4 2019.
- Funds reported $4.81B of Penumbra stock for Q1 2020, down 2.6% quarter-over-quarter.
- 33 funds opened new Penumbra positions in Q1 2020 and 35 closed out, a net change of -2 holders.
- The largest Penumbra buyer in Q1 2020 was Generation Investment Management, an estimated $52.1M added.
- The largest Penumbra seller in Q1 2020 was PFM Health Sciences, an estimated $50.6M sold.
Based on aggregated 13F filings for Q1 2020.