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Penumbra
PEN

333 hedge funds and large institutions have $6.85B invested in Penumbra in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 141 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

17% more call options, than puts

Call options by funds: $68.2M | Put options by funds: $58.5M

7% more capital invested

Capital invested by funds: $6.4B → $6.85B (+$450M)

7% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 54

1.05% less ownership

Funds ownership: 91.7% → 90.65% (-1%)

2% less funds holding

Funds holding: 341 → 333 (-8)

28% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 141

Holders
333
Holders Change
-8
Holders Change %
-2.35%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
102
Reduced
141
Closed
54
Calls
$68.2M
Puts
$58.5M
Net Calls
+$9.7M
Net Calls Change
+$1.25M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$71M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$67.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$64.8M
4
CIP
Champlain Investment Partners
Vermont
+$49.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$31.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$197M
2
EAM
Eagle Asset Management
Florida
-$58.1M
3
Goldman Sachs
Goldman Sachs
New York
-$37.5M
4
BlackRock
BlackRock
New York
-$35.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.15B +$23M +121,465 +2%
BlackRock
2
BlackRock
New York
$791M -$35.2M -186,054 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$714M -$3.73M -19,755 -0.5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$386M -$197M -1,040,315 -34%
CIP
5
Champlain Investment Partners
Vermont
$301M +$49.9M +264,122 +21%
State Street
6
State Street
Massachusetts
$240M +$730K +3,863 +0.3%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$191M +$29.5M +156,330 +19%
RI
8
RTW Investments
New York
$155M +$10.1M +53,645 +7%
ClearBridge Investments
9
ClearBridge Investments
New York
$138M -$12M -63,609 -8%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$130M +$71M +375,684 +128%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$127M +$2.13M +11,257 +2%
CAM
12
Congress Asset Management
Massachusetts
$124M -$1.2M -6,377 -1%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$115M -$4.35M -23,017 -4%
Capital World Investors
14
Capital World Investors
California
$106M -$185K -981 -0.2%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$93.2M +$21.4M +113,105 +31%
Morgan Stanley
16
Morgan Stanley
New York
$86.1M +$19.4M +102,836 +30%
Citadel Advisors
17
Citadel Advisors
Florida
$80.1M +$64.8M +343,005 +497%
JP Morgan Chase
18
JP Morgan Chase
New York
$74.6M +$13.1M +69,187 +22%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$71.6M +$67.8M +358,932 +3,832%
B
20
Braidwell
Connecticut
$70.2M +$28.1M +148,834 +70%
Franklin Resources
21
Franklin Resources
California
$67.5M +$4.55M +24,091 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$56.9M -$6.52M -34,515 -11%
Artisan Partners
23
Artisan Partners
Wisconsin
$56.5M -$11.2M -59,289 -17%
Goldman Sachs
24
Goldman Sachs
New York
$55.7M -$37.5M -198,243 -41%
Bank of America
25
Bank of America
North Carolina
$54.5M +$27.2M +144,068 +106%
1
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PEN Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q3 2024, worth a combined $6.85B — up 7% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of PEN and 50 opened new positions — a net loss of 4 holders — while 141 trimmed existing stakes and 102 added.

The largest buyer was Janus Henderson Group, adding an estimated $71M. The largest seller was T. Rowe Price Associates, cutting an estimated $197M.

  • 333 institutional investors held Penumbra (PEN) as of Q3 2024, down from 341 in Q2 2024.
  • Funds reported $6.85B of Penumbra stock for Q3 2024, up 7% quarter-over-quarter.
  • 50 funds opened new Penumbra positions in Q3 2024 and 54 closed out, a net change of -4 holders.
  • The largest Penumbra buyer in Q3 2024 was Janus Henderson Group, an estimated $71M added.
  • The largest Penumbra seller in Q3 2024 was T. Rowe Price Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2024.