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PENG

Penguin Solutions Inc

145 hedge funds and large institutions have $845M invested in Penguin Solutions Inc in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.53M

85% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 33

50% more capital invested

Capital invested by funds: $563M → $845M (+$282M)

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

2% more funds holding

Funds holding: 142145 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.39% less ownership

Funds ownership: 191.42%187.03% (-4.4%)

Holders
145
Holders Change
+3
Holders Change %
+2.11%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
61
Reduced
33
Closed
22
Calls
$3.54M
Puts
$1.53M
Net Calls
+$2.01M
Net Calls Change
+$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
101
Axa
France
$322K +$263K +17,000 New
QT
102
Quantbot Technologies
New York
$308K +$252K +16,242 New
MAM
103
Meeder Asset Management
Ohio
$283K +$8.55K +552 +4%
Man Group
104
Man Group
United Kingdom
$275K +$224K +14,486 New
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K
UBS AM
106
UBS AM
Illinois
$260K -$103K -6,654 -33%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$257K +$210K +13,540 New
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$253K -$11.7K -754 -4%
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$231K
MIM
110
MetLife Investment Management
New Jersey
$229K +$45.8K +2,954 +32%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$223K +$182K +11,780 New
WCM
112
Weld Capital Management
New York
$222K +$182K +11,728 New
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$221K +$125K +8,082 +227%
EGM
114
Engineers Gate Manager
New York
$207K -$429K -27,692 -72%
Macquarie Group
115
Macquarie Group
Australia
$205K
Marshall Wace
116
Marshall Wace
United Kingdom
$202K -$2.22M -143,432 -93%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$190K
MSA
118
Mason Street Advisors
Wisconsin
$174K +$3.56K +230 +3%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$163K
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$114K
FQ
121
First Quadrant
California
$99K +$80.9K +5,222 New
NIT
122
NumerixS Investment Technologies
British Columbia, Canada
$61K +$18.6K +1,200 +60%
SPIA
123
Steward Partners Investment Advisory
New York
$53K +$43.4K +2,800 New
PHK
124
Point72 Hong Kong
Hong Kong
$49K +$39.6K +2,558 New
AIP
125
Ameritas Investment Partners
Nebraska
$42K

PENG Hedge Fund Activity: Q4 2019 in Review

145 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Penguin Solutions Inc (PENG) for Q4 2019, worth a combined $845M — up 50% from $563M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PENG positions and 22 closed out — a net gain of 9 holders — while 61 added to existing stakes and 33 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $8.39M. The largest seller was Brown Advisory, exiting entirely with an estimated $12.3M sold.

  • 145 institutional investors held Penguin Solutions Inc (PENG) as of Q4 2019, up from 142 in Q3 2019.
  • Funds reported $845M of Penguin Solutions Inc stock for Q4 2019, up 50% quarter-over-quarter.
  • 31 funds opened new Penguin Solutions Inc positions in Q4 2019 and 22 closed out, a net change of +9 holders.
  • The largest Penguin Solutions Inc buyer in Q4 2019 was LSV Asset Management, an estimated $8.39M added.
  • The largest Penguin Solutions Inc seller in Q4 2019 was Brown Advisory, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2019.