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Penumbra
PEN

Overview Fund Activity

417 hedge funds and large institutions have $9.28B invested in Penumbra in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 141 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+49
Holders Change %
+13.32%
% of All Funds
5.66%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
93
Increased
141
Reduced
130
Closed
39
Calls
$95.8M
Puts
$15.9M
Net Calls
+$79.9M
Net Calls Change
+$25.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M
2
Holocene Advisors
Holocene Advisors
New York
+$105M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$63.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$43.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$39.8M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$210M
2
CIP
Champlain Investment Partners
Vermont
-$167M
3
Bank of America
Bank of America
North Carolina
-$37M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$21.9M
5
ClearBridge Investments
ClearBridge Investments
New York
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.56B +$5.68M +21,250 +0.4%
BlackRock
2
BlackRock
New York
$1.11B +$6.59M +24,655 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$983M +$6.61M +24,727 +0.7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$323M -$15.3M -57,256 -5%
State Street
5
State Street
Massachusetts
$320M -$1.49M -5,556 -0.5%
CIP
6
Champlain Investment Partners
Vermont
$233M -$167M -626,034 -42%
RI
7
RTW Investments
New York
$231M +$85.6K +320 +0%
Citadel Advisors
8
Citadel Advisors
Florida
$210M +$13.4M +50,021 +7%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$188M +$153M +572,606 +437%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$184M -$11M -41,238 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$184M +$10.1M +37,659 +6%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$169M -$19.6M -73,453 -10%
ClearBridge Investments
13
ClearBridge Investments
New York
$157M -$20.6M -77,108 -12%
CAM
14
Congress Asset Management
Massachusetts
$146M -$16.8M -62,681 -10%
Capital World Investors
15
Capital World Investors
California
$145M – – –
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$145M -$14.9M -55,760 -9%
Holocene Advisors
17
Holocene Advisors
New York
$108M +$105M +392,232 +3,882%
Morgan Stanley
18
Morgan Stanley
New York
$99.7M -$17.7M -66,042 -15%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$95.6M -$2.75M -10,280 -3%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$87M +$5.87M +21,649 +7%
Northern Trust
21
Northern Trust
Illinois
$84.5M -$590K -2,208 -0.7%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$83.1M -$3.53M -13,203 -4%
Artisan Partners
23
Artisan Partners
Wisconsin
$77.8M -$1.36M -5,089 -2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$76.8M -$1.96M -7,343 -2%
Charles Schwab
25
Charles Schwab
California
$75.9M +$3.27M +12,247 +5%
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