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Penumbra

371 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, 122 increasing their positions, 134 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

562% more call options, than puts

Call options by funds: $63.7M | Put options by funds: $9.62M

172% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 25

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

21% more capital invested

Capital invested by funds: $6.85B → $8.3B (+$1.45B)

11% more funds holding

Funds holding: 333371 (+38)

0.34% more ownership

Funds ownership: 90.65%90.99% (+0.34%)

9% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 134

Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
4.89%
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
122
Reduced
134
Closed
25
Calls
$63.7M
Puts
$9.62M
Net Calls
+$54M
Net Calls Change
+$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.38B -$17.6M -77,522 -1%
BlackRock
2
BlackRock
New York
$976M +$9.16M +40,292 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$867M -$5.84M -25,683 -0.7%
CIP
4
Champlain Investment Partners
Vermont
$355M -$11.8M -52,015 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$301M -$164M -719,571 -36%
State Street
6
State Street
Massachusetts
$286M -$7.61M -33,453 -3%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$210M -$22.3M -98,211 -10%
RI
8
RTW Investments
New York
$205M +$15.2M +66,700 +8%
Citadel Advisors
9
Citadel Advisors
Florida
$174M +$73.3M +322,265 +78%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$173M +$31.5M +138,387 +23%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$168M +$51.7M +227,506 +47%
ClearBridge Investments
12
ClearBridge Investments
New York
$158M -$10.5M -46,104 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$155M -$1.05M -4,599 -0.7%
CAM
14
Congress Asset Management
Massachusetts
$145M -$6.5M -28,592 -4%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$142M -$16.3M -71,796 -11%
Capital World Investors
16
Capital World Investors
California
$129M -$42.5K -187 -0%
Morgan Stanley
17
Morgan Stanley
New York
$104M -$952K -4,188 -0.9%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$87.3M -$145K -637 -0.2%
Bank of America
19
Bank of America
North Carolina
$82.3M +$15M +66,121 +24%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$76.9M +$13.8M +60,764 +23%
Northern Trust
21
Northern Trust
Illinois
$75.6M +$12.5M +54,890 +21%
Franklin Resources
22
Franklin Resources
California
$74.6M -$1.18M -5,168 -2%
Goldman Sachs
23
Goldman Sachs
New York
$73M +$4.66M +20,492 +7%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$71.8M +$19.4M +85,284 +40%
Artisan Partners
25
Artisan Partners
Wisconsin
$70.3M +$1.24M +5,470 +2%

PEN Hedge Fund Activity: Q4 2024 in Review

371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q4 2024, worth a combined $8.3B — up 21% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PEN positions and 25 closed out — a net gain of 43 holders — while 122 added to existing stakes and 134 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $73.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $164M.

  • 371 institutional investors held Penumbra (PEN) as of Q4 2024, up from 333 in Q3 2024.
  • Funds reported $8.3B of Penumbra stock for Q4 2024, up 21% quarter-over-quarter.
  • 68 funds opened new Penumbra positions in Q4 2024 and 25 closed out, a net change of +43 holders.
  • The largest Penumbra buyer in Q4 2024 was Citadel Advisors, an estimated $73.3M added.
  • The largest Penumbra seller in Q4 2024 was T. Rowe Price Associates, an estimated $164M sold.

Based on aggregated 13F filings for Q4 2024.