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Pennant Group

189 hedge funds and large institutions have $948M invested in Pennant Group in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

74,467% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $3K

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

9% more capital invested

Capital invested by funds: $868M → $948M (+$79.9M)

2% more funds holding

Funds holding: 186189 (+3)

0.65% more ownership

Funds ownership: 89.1%89.75% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 68

Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
60
Reduced
68
Closed
25
Calls
$2.24M
Puts
$3K
Net Calls
+$2.23M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$82.8M +$60.7K +1,963 +0.1%
VBA
2
Van Berkom & Associates
Quebec, Canada
$81.4M -$13.8M -445,879 -14%
TCAM
3
Turtle Creek Asset Management
Ontario, Canada
$48.2M +$48.5M +1,569,823 +12,076%
VCM
4
Vanguard Capital Management
Pennsylvania
$44.2M +$44.9M +1,450,968 New
WA
5
Wasatch Advisors
Utah
$43.2M +$25.8M +835,227 +143%
PCMI
6
Paradigm Capital Management Inc
New York
$42.9M -$124K -4,000 -0.3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$33.6M +$1.84M +59,441 +6%
PIM
8
Provident Investment Management
Michigan
$30M +$9M +291,153 +42%
OAM
9
Ophir Asset Management
Australia
$27.6M -$13.1M -422,969 -32%
Ameriprise
10
Ameriprise
Minnesota
$26.6M +$3.81M +123,202 +16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$25.7M +$683K +22,090 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$24.9M +$369K +11,943 +1%
State Street
13
State Street
Massachusetts
$24.5M +$581K +18,799 +2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$23.1M -$1.86M -60,116 -7%
N
15
Nuveen
North Carolina
$21.2M -$850K -27,501 -4%
RP
16
Riverbridge Partners
Minnesota
$20.1M -$1.34M -43,484 -6%
Goldman Sachs
17
Goldman Sachs
New York
$19.2M -$337K -10,897 -2%
Deutsche Bank
18
Deutsche Bank
Germany
$16.4M -$887K -28,675 -5%
Morgan Stanley
19
Morgan Stanley
New York
$16.2M +$126K +4,084 +0.8%
DLP
20
De Lisle Partners
United Kingdom
$15.5M +$464K +15,000 +3%
Victory Capital Management
21
Victory Capital Management
Texas
$13.4M +$5.26M +170,087 +63%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$13.1M -$524K -16,949 -4%
Northern Trust
23
Northern Trust
Illinois
$13.1M -$2.44M -78,897 -16%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$11.9M +$160K +5,174 +1%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$11.5M -$411K -13,281 -3%