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Penumbra
PEN

Overview Fund Activity

255 hedge funds and large institutions have $5.51B invested in Penumbra in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 29 closing their positions.

Holders
255
Holders Change
+10
Holders Change %
+4.08%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
41
Increased
97
Reduced
85
Closed
29
Calls
$24.3M
Puts
$23.3M
Net Calls
+$1.02M
Net Calls Change
-$15.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$132M
2
BlackRock
2
BlackRock
New York
$599M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$553M
4
Citadel Advisors
4
Citadel Advisors
Florida
$33.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$964M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$54M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$123M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$964M 5,390,544 +132,709 +3%
BlackRock
2
BlackRock
New York
$599M 3,347,879 +244,460 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$553M 3,092,387 +178,998 +6%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$227M 1,271,813 +5,580 +0.4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$199M 1,114,432 +53,752 +5%
ClearBridge Investments
6
ClearBridge Investments
New York
$198M 1,106,148 +86,728 +9%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$191M 1,069,042 -47,189 -4%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$184M 1,030,393 +71,673 +7%
State Street
9
State Street
Massachusetts
$149M 831,466 +32,204 +4%
Capital World Investors
10
Capital World Investors
California
$132M 735,974 +470,730 +177%
GIM
11
Generation Investment Management
United Kingdom
$131M 729,947 +8,614 +1%
AllianceBernstein
12
AllianceBernstein
Tennessee
$123M 687,703 -105,953 -13%
Invesco
13
Invesco
Georgia
$107M 596,694 -29,483 -5%
Franklin Resources
14
Franklin Resources
California
$79.6M 391,447 -2,914 -0.7%
Norges Bank
15
Norges Bank
Norway
$76.9M 429,837 +3,988 +0.9%
CIP
16
Champlain Investment Partners
Vermont
$72M 402,800 +78,140 +24%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$65.8M 368,193 +13,957 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$61.2M 342,373 +17,944 +6%
Goldman Sachs
19
Goldman Sachs
New York
$54M 302,062 -113,786 -27%
SIMG
20
Stephens Investment Management Group
Texas
$53.7M 300,292 -10,665 -3%
Ameriprise
21
Ameriprise
Minnesota
$51.7M 289,318 +105,000 +57%
AAM
22
Ardevora Asset Management
United Kingdom
$49.7M 277,870 -12,930 -4%
Northern Trust
23
Northern Trust
Illinois
$49.1M 274,470 -3,195 -1%
Charles Schwab
24
Charles Schwab
California
$47M 262,667 +13,169 +5%
WRF
25
Waddell & Reed Financial
Kansas
$46.3M 258,929 +1,458 +0.6%
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