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Penumbra
PEN

Overview Fund Activity

263 hedge funds and large institutions have $5.98B invested in Penumbra in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 48 closing their positions.

Holders
263
Holders Change
-11
Holders Change %
-4.01%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
103
Reduced
86
Closed
48
Calls
$62.3M
Puts
$165M
Net Calls
-$103M
Net Calls Change
-$31.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$568M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$331M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$241M
4
Ameriprise
4
Ameriprise
Minnesota
$101M
5
BlackRock
5
BlackRock
New York
$623M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$17M
2
Invesco
2
Invesco
Georgia
$47.4M
3
SIMG
3
Stephens Investment Management Group
Texas
$0
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$953M 5,446,649 +30,537 +0.6%
BlackRock
2
BlackRock
New York
$623M 3,558,884 +192,981 +6%
Capital Research Global Investors
3
Capital Research Global Investors
California
$568M 3,248,192 +1,675,367 +107%
Vanguard Group
4
Vanguard Group
Pennsylvania
$535M 3,057,710 +63,982 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$331M 1,890,258 +799,125 +73%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$241M 1,379,412 +299,404 +28%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$234M 1,336,263 +108,878 +9%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$202M 1,156,766 +62,089 +6%
ClearBridge Investments
9
ClearBridge Investments
New York
$189M 1,081,045 -23,174 -2%
Capital World Investors
10
Capital World Investors
California
$156M 893,209 +147,581 +20%
State Street
11
State Street
Massachusetts
$145M 827,633 +23,896 +3%
GIM
12
Generation Investment Management
United Kingdom
$104M 594,022 -138,728 -19%
Ameriprise
13
Ameriprise
Minnesota
$101M 575,344 +211,729 +58%
CIP
14
Champlain Investment Partners
Vermont
$81.9M 468,095 +68,485 +17%
Franklin Resources
15
Franklin Resources
California
$73.5M 419,771 -6,000 -1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$67M 382,734 +24,952 +7%
Norges Bank
17
Norges Bank
Norway
$64.6M 368,907 +21,044 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$59.2M 338,488 +3,618 +1%
Invesco
19
Invesco
Georgia
$47.4M 270,654 -360,797 -57%
Northern Trust
20
Northern Trust
Illinois
$46.6M 266,172 -2,134 -0.8%
Citadel Advisors
21
Citadel Advisors
Florida
$45.4M 259,251 +191,162 +281%
AAM
22
Ardevora Asset Management
United Kingdom
$44.5M 254,470 -20,600 -7%
American Century Companies
23
American Century Companies
Missouri
$41M 234,254 +66,903 +40%
Morgan Stanley
24
Morgan Stanley
New York
$39.9M 228,018 -104,793 -31%
WRF
25
Waddell & Reed Financial
Kansas
$36.8M 210,104 +18,465 +10%
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