PEN icon

Penumbra
PEN

Overview Fund Activity

288 hedge funds and large institutions have $7.65B invested in Penumbra in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

Holders
288
Holders Change
+28
Holders Change %
+10.77%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
55
Increased
108
Reduced
84
Closed
23
Calls
$196M
Puts
$47.6M
Net Calls
+$148M
Net Calls Change
+$57.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$516M
2
BlackRock
2
BlackRock
New York
$984M
3
Morgan Stanley
3
Morgan Stanley
New York
$71.4M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$37.2M
5
B
5
Braidwell
Connecticut
$36.2M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$45.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$5.23M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.23B
5
Norges Bank
5
Norges Bank
Norway
$99.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.23B 5,547,339 -135,922 -2%
BlackRock
2
BlackRock
New York
$984M 4,422,853 +518,196 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$771M 3,467,792 +60,358 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$516M 2,321,719 +1,533,899 +195%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$281M 1,261,808 +170 +0%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$264M 1,188,970 +140,457 +13%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$238M 1,069,886 +40,791 +4%
ClearBridge Investments
8
ClearBridge Investments
New York
$229M 1,029,181 +5,400 +0.5%
State Street
9
State Street
Massachusetts
$228M 1,024,368 +7,852 +0.8%
CIP
10
Champlain Investment Partners
Vermont
$174M 780,665 -23,410 -3%
RI
11
RTW Investments
New York
$155M 698,371 – –
Capital World Investors
12
Capital World Investors
California
$125M 561,144 – –
RSCM
13
Rock Springs Capital Management
Maryland
$113M 508,250 +32,250 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$111M 499,337 +27,645 +6%
Norges Bank
15
Norges Bank
Norway
$99.3M 446,221 -135,348 -23%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$94M 422,688 -504,630 -54%
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$90.6M 407,472 +44,393 +12%
PHS
18
PFM Health Sciences
California
$80.1M 360,030 – –
PCH
19
Polar Capital Holdings
United Kingdom
$79.4M 356,913 -1,234 -0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$79M 355,143 -1,169 -0.3%
Morgan Stanley
21
Morgan Stanley
New York
$71.4M 320,876 +246,451 +331%
Northern Trust
22
Northern Trust
Illinois
$60.7M 272,642 +903 +0.3%
American Century Companies
23
American Century Companies
Missouri
$52.2M 234,536 -3,761 -2%
BG
24
Bellevue Group
Switzerland
$50.2M 225,817 +36,043 +19%
Charles Schwab
25
Charles Schwab
California
$49.6M 223,157 +9,294 +4%
1
2 3 4 5