Penumbra
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.
20% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 86
4.64% more ownership
Funds ownership: 89.65% → 94.29% (+4.6%)
5% less capital invested
Capital invested by funds: $6.29B → $5.98B (-$304M)
4% less funds holding
Funds holding: 274 → 263 (-11)
21% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 48
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
62% less call options, than puts
Call options by funds: $62.3M | Put options by funds: $165M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$367M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$175M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$65.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$46.4M |
| 5 |
BlackRock
New York
|
+$42.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$126M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$79M |
| 3 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$55.7M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$53.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$37.1M |
PEN Hedge Fund Activity: Q4 2020 in Review
263 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q4 2020, worth a combined $5.98B — down 4.8% from $6.29B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of PEN and 38 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 103 added.
The largest buyer was Capital Research Global Investors, adding an estimated $367M. The largest seller was AllianceBernstein, cutting an estimated $126M.
- 263 institutional investors held Penumbra (PEN) as of Q4 2020, down from 274 in Q3 2020.
- Funds reported $5.98B of Penumbra stock for Q4 2020, down 4.8% quarter-over-quarter.
- 38 funds opened new Penumbra positions in Q4 2020 and 48 closed out, a net change of -10 holders.
- The largest Penumbra buyer in Q4 2020 was Capital Research Global Investors, an estimated $367M added.
- The largest Penumbra seller in Q4 2020 was AllianceBernstein, an estimated $126M sold.
Based on aggregated 13F filings for Q4 2020.