Penumbra
278 hedge funds and large institutions have $8.71B invested in Penumbra in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 78 reducing their positions, and 41 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 78
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more call options, than puts
Call options by funds: $27.5M | Put options by funds: $22M
10% more capital invested
Capital invested by funds: $7.94B → $8.71B (+$770M)
2% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 41
0.12% less ownership
Funds ownership: 81.45% → 81.33% (-0.12%)
0% less funds holding
Funds holding: 279 → 278 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$111M |
| 2 |
RI
RTW Investments
New York
|
+$62.3M |
| 3 |
BlackRock
New York
|
+$36M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.9M |
| 5 |
EOJOAM
E. Ohman J:or Asset Management
Stockholm,
Sweden
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$43.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$26.8M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$24.9M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$16.9M |
| 5 |
N
Natixis
Paris,
France
|
-$10.5M |
PEN Hedge Fund Activity: Q4 2021 in Review
278 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q4 2021, worth a combined $8.71B — up 9.7% from $7.94B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PEN positions and 41 closed out — a net gain of 1 holder — while 111 added to existing stakes and 78 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $111M. The largest seller was Goldman Sachs, cutting an estimated $43.1M.
- 278 institutional investors held Penumbra (PEN) as of Q4 2021, down from 279 in Q3 2021.
- Funds reported $8.71B of Penumbra stock for Q4 2021, up 9.7% quarter-over-quarter.
- 42 funds opened new Penumbra positions in Q4 2021 and 41 closed out, a net change of +1 holder.
- The largest Penumbra buyer in Q4 2021 was William Blair Investment Management, an estimated $111M added.
- The largest Penumbra seller in Q4 2021 was Goldman Sachs, an estimated $43.1M sold.
Based on aggregated 13F filings for Q4 2021.