Penumbra
275 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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
65% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 31
14% more capital invested
Capital invested by funds: $5.51B → $6.29B (+$784M)
7% more funds holding
Funds holding: 256 → 275 (+19)
4.07% more ownership
Funds ownership: 85.58% → 89.65% (+4.1%)
8% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 89
71% less call options, than puts
Call options by funds: $27M | Put options by funds: $93.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$331M |
| 2 |
Morgan Stanley
New York
|
+$35.1M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$26.9M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$20M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$24.7M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$21M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$20.8M |
| 4 |
CCI
Columbus Circle Investors
|
-$19.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$17.2M |
PEN Hedge Fund Activity: Q3 2020 in Review
275 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q3 2020, worth a combined $6.29B — up 14% from $5.51B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new PEN positions and 31 closed out — a net gain of 20 holders — while 96 added to existing stakes and 89 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $331M. The largest seller was Citadel Advisors, cutting an estimated $24.7M.
- 275 institutional investors held Penumbra (PEN) as of Q3 2020, up from 256 in Q2 2020.
- Funds reported $6.29B of Penumbra stock for Q3 2020, up 14% quarter-over-quarter.
- 51 funds opened new Penumbra positions in Q3 2020 and 31 closed out, a net change of +20 holders.
- The largest Penumbra buyer in Q3 2020 was Capital Research Global Investors, an estimated $331M added.
- The largest Penumbra seller in Q3 2020 was Citadel Advisors, an estimated $24.7M sold.
Based on aggregated 13F filings for Q3 2020.