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Penumbra
PEN

Overview Fund Activity

278 hedge funds and large institutions have $7.94B invested in Penumbra in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
-7
Holders Change %
-2.46%
% of All Funds
4.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
97
Reduced
102
Closed
32
Calls
$44.7M
Puts
$50.4M
Net Calls
-$5.72M
Net Calls Change
-$18.9M

Top Buyers

1
RI
RTW Investments
New York
$103M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$59.5M
3
Goldman Sachs
Goldman Sachs
New York
$72.1M
4
Millennium Management
Millennium Management
New York
$111M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$30.7M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
$0
2
Macquarie Group
Macquarie Group
Australia
$284K
3
Ameriprise
Ameriprise
Minnesota
$14.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
$738M
5
Capital World Investors
Capital World Investors
California
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.46B +$3.92M +14,716 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$865M +$171K +643 +0%
BlackRock
3
BlackRock
New York
$858M +$7.49M +28,119 +0.9%
Capital Research Global Investors
4
Capital Research Global Investors
California
$738M -$22.4M -84,240 -3%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$353M -$4.1M -15,402 -1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$327M -$7.43M -27,876 -2%
ClearBridge Investments
7
ClearBridge Investments
New York
$271M -$3.27M -12,257 -1%
State Street
8
State Street
Massachusetts
$240M +$2.7M +10,128 +1%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$182M -$2.34M -8,778 -1%
Capital World Investors
10
Capital World Investors
California
$136M -$18.2M -68,216 -12%
Citadel Advisors
11
Citadel Advisors
Florida
$120M -$8.69M -32,614 -7%
CIP
12
Champlain Investment Partners
Vermont
$116M +$590K +2,215 +0.5%
Millennium Management
13
Millennium Management
New York
$111M +$24.3M +91,359 +28%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$109M +$1.37M +5,125 +1%
RI
15
RTW Investments
New York
$103M +$103M +385,194 New
Norges Bank
16
Norges Bank
Norway
$91.9M +$1.63M +6,104 +2%
Invesco
17
Invesco
Georgia
$88M +$529K +1,985 +0.6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$86.5M -$4.51M -16,906 -5%
Northern Trust
19
Northern Trust
Illinois
$72.5M -$1.92M -7,204 -3%
Goldman Sachs
20
Goldman Sachs
New York
$72.1M +$49.2M +184,488 +214%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$59.5M +$50.3M +188,676 +548%
BG
22
Bellevue Group
Switzerland
$54.8M +$6.28M +23,567 +13%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$53.3M +$8M +30,000 +18%
American Century Companies
24
American Century Companies
Missouri
$50.5M -$3.62M -13,574 -7%
Charles Schwab
25
Charles Schwab
California
$48.1M +$2.14M +8,046 +5%
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