PEN icon

Penumbra
PEN

Overview Fund Activity

274 hedge funds and large institutions have $6.29B invested in Penumbra in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 89 reducing their positions, and 31 closing their positions.

Holders
274
Holders Change
+19
Holders Change %
+7.45%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
51
Increased
96
Reduced
89
Closed
31
Calls
$20.2M
Puts
$92.1M
Net Calls
-$71.9M
Net Calls Change
-$72.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$306M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.7M
3
PHS
3
PFM Health Sciences
California
$46.5M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$18.5M
5
Victory Capital Management
5
Victory Capital Management
Texas
$18.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$13.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$8.03M
3
CCI
3
Columbus Circle Investors
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$582M
5
Norges Bank
5
Norges Bank
Norway
$67.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.05B 5,416,112 +25,568 +0.5%
BlackRock
2
BlackRock
New York
$654M 3,365,903 +18,024 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$582M 2,993,728 -98,659 -3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$306M 1,572,825 +1,572,825 New
William Blair Investment Management
5
William Blair Investment Management
Illinois
$239M 1,227,385 -44,428 -3%
ClearBridge Investments
6
ClearBridge Investments
New York
$215M 1,104,219 -1,929 -0.2%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$213M 1,094,677 +64,284 +6%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$212M 1,091,133 +22,091 +2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$210M 1,080,008 -34,424 -3%
State Street
10
State Street
Massachusetts
$156M 803,737 -27,729 -3%
Capital World Investors
11
Capital World Investors
California
$145M 745,628 +9,654 +1%
GIM
12
Generation Investment Management
United Kingdom
$142M 732,750 +2,803 +0.4%
AllianceBernstein
13
AllianceBernstein
Tennessee
$131M 672,416 -15,287 -2%
Invesco
14
Invesco
Georgia
$123M 631,451 +34,757 +6%
Franklin Resources
15
Franklin Resources
California
$82.8M 425,771 +34,324 +9%
CIP
16
Champlain Investment Partners
Vermont
$77.7M 399,610 -3,190 -0.8%
Ameriprise
17
Ameriprise
Minnesota
$70.7M 363,615 +74,297 +26%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$69.5M 357,782 -10,411 -3%
Norges Bank
19
Norges Bank
Norway
$67.6M 347,863 -81,974 -19%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$65.1M 334,870 -7,503 -2%
Morgan Stanley
21
Morgan Stanley
New York
$64.7M 332,811 +167,089 +101%
SIMG
22
Stephens Investment Management Group
Texas
$55.7M 286,531 -13,761 -5%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$53.7M 276,143 +18,208 +7%
AAM
24
Ardevora Asset Management
United Kingdom
$53.5M 275,070 -2,800 -1%
Northern Trust
25
Northern Trust
Illinois
$52.2M 268,306 -6,164 -2%
1
2 3 4 5