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Penumbra
PEN

Overview Fund Activity

310 hedge funds and large institutions have $9.74B invested in Penumbra in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 33 closing their positions.

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
59
Increased
96
Reduced
105
Closed
33
Calls
$106M
Puts
$55.4M
Net Calls
+$50.6M
Net Calls Change
-$97.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$609M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Invesco
3
Invesco
Georgia
$80M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$40.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$83.8M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$203M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$262M
3
PCH
3
Polar Capital Holdings
United Kingdom
$36.1M
4
CIP
4
Champlain Investment Partners
Vermont
$175M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$24.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.57B 5,619,517 +72,178 +1%
BlackRock
2
BlackRock
New York
$1.23B 4,429,883 +7,030 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$987M 3,542,226 +74,434 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$843M 3,026,056 +704,337 +30%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$609M 2,185,062 +1,115,176 +104%
State Street
6
State Street
Massachusetts
$291M 1,045,673 +21,305 +2%
ClearBridge Investments
7
ClearBridge Investments
New York
$264M 948,295 -80,886 -8%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$262M 940,732 -248,238 -21%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$203M 728,356 -533,452 -42%
RI
10
RTW Investments
New York
$188M 673,371 -25,000 -4%
CIP
11
Champlain Investment Partners
Vermont
$175M 628,275 -152,390 -20%
Capital World Investors
12
Capital World Investors
California
$156M 561,144 – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$144M 517,805 +18,468 +4%
RSCM
14
Rock Springs Capital Management
Maryland
$121M 433,500 -74,750 -15%
Morgan Stanley
15
Morgan Stanley
New York
$109M 389,965 +69,089 +22%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$103M 368,389 -54,299 -13%
PHS
17
PFM Health Sciences
California
$100M 360,030 – –
T. Rowe Price Investment Management
18
T. Rowe Price Investment Management
Maryland
$100M 359,925 -47,547 -12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$97.3M 349,250 -5,893 -2%
Norges Bank
20
Norges Bank
Norway
$95.6M 343,167 -103,054 -23%
Citadel Advisors
21
Citadel Advisors
Florida
$83.8M 300,776 +95,126 +46%
Invesco
22
Invesco
Georgia
$80M 287,189 +237,899 +483%
Northern Trust
23
Northern Trust
Illinois
$76.8M 275,713 +3,071 +1%
PAMP
24
Polar Asset Management Partners
Ontario, Canada
$68.6M 246,139 +59,400 +32%
BG
25
Bellevue Group
Switzerland
$66.4M 238,172 +12,355 +5%
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