Penumbra
261 hedge funds and large institutions have $6.06B invested in Penumbra in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 98 increasing their positions, 75 reducing their positions, and 39 closing their positions.
220% more call options, than puts
Call options by funds: $132M | Put options by funds: $41.1M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
55% more capital invested
Capital invested by funds: $3.91B → $6.06B (+$2.15B)
31% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 75
26% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 39
3% more funds holding
Funds holding: 253 → 261 (+8)
0.97% more ownership
Funds ownership: 83.39% → 84.36% (+0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$72.7M |
| 2 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$54.8M |
| 3 |
Millennium Management
New York
|
+$35.2M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$31.4M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$229M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$32.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$18.2M |
| 4 |
Goldman Sachs
New York
|
-$15.9M |
| 5 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$15.8M |
PEN Hedge Fund Activity: Q3 2022 in Review
261 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q3 2022, worth a combined $6.06B — up 55% from $3.91B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new PEN positions and 39 closed out — a net gain of 10 holders — while 98 added to existing stakes and 75 trimmed.
The largest buyer was BlackRock, adding an estimated $72.7M. The largest seller was Capital Research Global Investors, cutting an estimated $229M.
- 261 institutional investors held Penumbra (PEN) as of Q3 2022, up from 253 in Q2 2022.
- Funds reported $6.06B of Penumbra stock for Q3 2022, up 55% quarter-over-quarter.
- 49 funds opened new Penumbra positions in Q3 2022 and 39 closed out, a net change of +10 holders.
- The largest Penumbra buyer in Q3 2022 was BlackRock, an estimated $72.7M added.
- The largest Penumbra seller in Q3 2022 was Capital Research Global Investors, an estimated $229M sold.
Based on aggregated 13F filings for Q3 2022.