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Penumbra
PEN

Overview Fund Activity

340 hedge funds and large institutions have $6.4B invested in Penumbra in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 56 closing their positions.

Holders
340
Holders Change
–
Holders Change %
0%
% of All Funds
4.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
59
Increased
136
Reduced
105
Closed
56
Calls
$82.5M
Puts
$74.1M
Net Calls
+$8.44M
Net Calls Change
+$45.6M

Top Buyers

1
CAM
1
Congress Asset Management
Massachusetts
$116M
2
Goldman Sachs
2
Goldman Sachs
New York
$87.3M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$66M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$56.7M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$63M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
RSCM
2
Rock Springs Capital Management
Maryland
$47.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
IHAM
4
Integral Health Asset Management
New York
$0
5
TC
5
TwinBeech Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.04B 5,774,931 -30,575 -0.5%
BlackRock
2
BlackRock
New York
$766M 4,255,155 +193,910 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$665M 3,696,060 +5,400 +0.1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$545M 3,025,573 -250 -0%
CIP
5
Champlain Investment Partners
Vermont
$231M 1,283,850 +199,255 +18%
State Street
6
State Street
Massachusetts
$222M 1,232,808 +28,481 +2%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$148M 824,979 -8,724 -1%
ClearBridge Investments
8
ClearBridge Investments
New York
$139M 773,661 -12,675 -2%
RI
9
RTW Investments
New York
$134M 742,105 +66,217 +10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$116M 644,315 +28,466 +5%
CAM
11
Congress Asset Management
Massachusetts
$116M 643,931 +617,355 +2,323%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$111M 614,863 -19,456 -3%
Capital World Investors
13
Capital World Investors
California
$98.1M 544,993 +1,719 +0.3%
Goldman Sachs
14
Goldman Sachs
New York
$87.3M 485,005 +398,620 +461%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$66M 366,450 +270,928 +284%
Artisan Partners
16
Artisan Partners
Wisconsin
$63M 349,877 +210,790 +152%
Norges Bank
17
Norges Bank
Norway
$62.1M 344,813 +52,445 +18%
Morgan Stanley
18
Morgan Stanley
New York
$61.2M 340,062 -48,994 -13%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$58.9M 327,312 +4,814 +1%
EAM
20
Eagle Asset Management
Florida
$58.1M 327,932 -17,619 -5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$56.7M 314,955 +212,345 +207%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$54M 300,022 +128,161 +75%
Franklin Resources
23
Franklin Resources
California
$53.1M 295,141 +29,475 +11%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$52.8M 293,189 +38,387 +15%
BG
25
Bellevue Group
Switzerland
$50.8M 282,049 +100,891 +56%
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