PEN icon

Penumbra
PEN

Overview Fund Activity

368 hedge funds and large institutions have $8.3B invested in Penumbra in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 132 reducing their positions, and 25 closing their positions.

Holders
368
Holders Change
+38
Holders Change %
+11.52%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
68
Increased
121
Reduced
132
Closed
25
Calls
$63.7M
Puts
$9.62M
Net Calls
+$54.1M
Net Calls Change
+$44.4M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$174M
2
Norges Bank
2
Norges Bank
Norway
$54.4M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$168M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$173M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$23.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$301M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.1M
3
B
3
Braidwell
Connecticut
$43.7M
4
Man Group
4
Man Group
United Kingdom
$4.84M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$210M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.38B 5,818,874 -77,522 -1%
BlackRock
2
BlackRock
New York
$976M 4,109,393 +40,292 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$867M 3,650,622 -25,683 -0.7%
CIP
4
Champlain Investment Partners
Vermont
$355M 1,495,957 -52,015 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$301M 1,265,687 -719,571 -36%
State Street
6
State Street
Massachusetts
$286M 1,203,218 -33,453 -3%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$210M 883,098 -98,211 -10%
RI
8
RTW Investments
New York
$205M 862,450 +66,700 +8%
Citadel Advisors
9
Citadel Advisors
Florida
$174M 734,288 +322,265 +78%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$173M 730,233 +138,387 +23%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$168M 707,061 +227,506 +47%
ClearBridge Investments
12
ClearBridge Investments
New York
$158M 663,948 -46,104 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$155M 650,973 -4,599 -0.7%
CAM
14
Congress Asset Management
Massachusetts
$145M 608,962 -28,592 -4%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$142M 597,077 -71,796 -11%
Capital World Investors
16
Capital World Investors
California
$129M 543,825 -187 -0%
Morgan Stanley
17
Morgan Stanley
New York
$104M 438,710 -4,188 -0.9%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$87.3M 367,661 -637 -0.2%
Bank of America
19
Bank of America
North Carolina
$82.3M 346,528 +66,121 +24%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$76.9M 323,964 +60,764 +23%
Northern Trust
21
Northern Trust
Illinois
$75.6M 318,230 +54,890 +21%
Franklin Resources
22
Franklin Resources
California
$74.6M 314,064 -5,168 -2%
Goldman Sachs
23
Goldman Sachs
New York
$73M 307,254 +20,492 +7%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$71.8M 299,397 +85,284 +40%
Artisan Partners
25
Artisan Partners
Wisconsin
$70.3M 296,058 +5,470 +2%
1
2 3 4 5