PEN icon

Penumbra
PEN

Overview Fund Activity

285 hedge funds and large institutions have $8.15B invested in Penumbra in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 96 increasing their positions, 97 reducing their positions, and 31 closing their positions.

Holders
285
Holders Change
+14
Holders Change %
+5.17%
% of All Funds
4.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
47
Increased
96
Reduced
97
Closed
31
Calls
$81.9M
Puts
$68.8M
Net Calls
+$13.1M
Net Calls Change
+$6.02M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$133M
2
Macquarie Group
2
Macquarie Group
Australia
$53.5M
3
Millennium Management
3
Millennium Management
New York
$89.2M
4
Amundi
4
Amundi
France
$23.6M
5
LNWWM
5
Laird Norton Wetherby Wealth Management
California
$27.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
BlackRock
2
BlackRock
New York
$875M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.4M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$189M
5
Franklin Resources
5
Franklin Resources
California
$36.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.5B 5,472,364 +33,542 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$890M 3,245,839 +38,299 +1%
BlackRock
3
BlackRock
New York
$875M 3,191,853 -294,090 -8%
Capital Research Global Investors
4
Capital Research Global Investors
California
$782M 2,853,640 -101,643 -3%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$367M 1,339,146 +55,761 +4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$344M 1,255,196 -34,217 -3%
ClearBridge Investments
7
ClearBridge Investments
New York
$282M 1,027,567 -7,532 -0.7%
State Street
8
State Street
Massachusetts
$244M 891,142 +75,687 +9%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$189M 690,700 -175,853 -20%
Capital World Investors
10
Capital World Investors
California
$158M 576,960 -71,638 -11%
Citadel Advisors
11
Citadel Advisors
Florida
$133M 484,478 +202,335 +72%
GIM
12
Generation Investment Management
United Kingdom
$127M 461,665 -1,061 -0.2%
CIP
13
Champlain Investment Partners
Vermont
$119M 434,370 +3,615 +0.8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$111M 405,277 +9,583 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$93.6M 341,566 +24,077 +8%
Norges Bank
16
Norges Bank
Norway
$92.9M 338,851 +40,383 +14%
Invesco
17
Invesco
Georgia
$89.9M 328,197 +243 +0.1%
Millennium Management
18
Millennium Management
New York
$89.2M 325,488 +181,319 +126%
Northern Trust
19
Northern Trust
Illinois
$76.5M 279,254 -7,700 -3%
Ameriprise
20
Ameriprise
Minnesota
$65.9M 240,416 -103,127 -30%
American Century Companies
21
American Century Companies
Missouri
$55.6M 202,985 +30,906 +18%
Macquarie Group
22
Macquarie Group
Australia
$53.5M 195,136 +194,071 +18,223%
BG
23
Bellevue Group
Switzerland
$49.9M 182,125 +2,250 +1%
Charles Schwab
24
Charles Schwab
California
$47.2M 172,356 +3,811 +2%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$46.6M 170,000 +32,500 +24%
1
2 3 4 5