Penumbra
290 hedge funds and large institutions have $7.65B invested in Penumbra in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 84 reducing their positions, and 22 closing their positions.
312% more call options, than puts
Call options by funds: $196M | Put options by funds: $47.6M
155% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 22
27% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 84
26% more capital invested
Capital invested by funds: $6.06B → $7.65B (+$1.59B)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
11% more funds holding
Funds holding: 261 → 290 (+29)
6.17% more ownership
Funds ownership: 84.36% → 90.52% (+6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$300M |
| 2 |
BlackRock
New York
|
+$101M |
| 3 |
Morgan Stanley
New York
|
+$48.2M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$32.7M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$27.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$44.4M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$31.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$26.5M |
| 5 |
Renaissance Technologies
New York
|
-$25.9M |
PEN Hedge Fund Activity: Q4 2022 in Review
290 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q4 2022, worth a combined $7.65B — up 26% from $6.06B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new PEN positions and 22 closed out — a net gain of 34 holders — while 107 added to existing stakes and 84 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $300M. The largest seller was Citadel Advisors, cutting an estimated $44.4M.
- 290 institutional investors held Penumbra (PEN) as of Q4 2022, up from 261 in Q3 2022.
- Funds reported $7.65B of Penumbra stock for Q4 2022, up 26% quarter-over-quarter.
- 56 funds opened new Penumbra positions in Q4 2022 and 22 closed out, a net change of +34 holders.
- The largest Penumbra buyer in Q4 2022 was Capital Research Global Investors, an estimated $300M added.
- The largest Penumbra seller in Q4 2022 was Citadel Advisors, an estimated $44.4M sold.
Based on aggregated 13F filings for Q4 2022.