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Pennant Group

190 hedge funds and large institutions have $785M invested in Pennant Group in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

9% more funds holding

Funds holding: 174190 (+16)

0.86% more ownership

Funds ownership: 89.33%90.19% (+0.86%)

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

14% less capital invested

Capital invested by funds: $911M → $785M (-$127M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
44
Increased
58
Reduced
60
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$880K
PAM
77
Panagora Asset Management
Massachusetts
$877K +$150K +6,096 +21%
Franklin Resources
78
Franklin Resources
California
$851K +$221K +9,000 +36%
BHCM
79
Brevan Howard Capital Management
Jersey
$805K +$314K +12,817 +67%
PA
80
Pinnacle Associates
New York
$798K -$131K -5,358 -14%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$788K +$294 +12 +0%
Creative Planning
82
Creative Planning
Kansas
$785K +$73.9K +3,014 +11%
VCM
83
Voleon Capital Management
California
$734K +$714K +29,118 New
UBS Group
84
UBS Group
Switzerland
$690K -$1.41M -57,535 -68%
BA
85
Bard Associates
Illinois
$668K
DTL
86
Dynamic Technology Lab
Singapore
$663K +$645K +26,290 New
CIS
87
Custom Index Systems
New York
$658K +$246K +10,044 +63%
CCIA
88
Campbell & Co Investment Adviser
Maryland
$597K -$508K -20,710 -47%
Principal Financial Group
89
Principal Financial Group
Iowa
$596K +$235K +9,583 +68%
ACM
90
Aquatic Capital Management
Illinois
$537K +$306K +12,491 +142%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$525K -$41.9K -1,709 -8%
Wells Fargo
92
Wells Fargo
California
$525K +$81K +3,304 +19%
Verition Fund Management
93
Verition Fund Management
Connecticut
$498K +$484K +19,731 New
MIM
94
MetLife Investment Management
New Jersey
$495K
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$471K -$33K -1,344 -7%
GCA
96
Gallagher Capital Advisors
Texas
$458K +$1.74M +70,826 New
KPP
97
Kings Path Partners
Texas
$443K
Los Angeles Capital Management
98
Los Angeles Capital Management
California
$441K -$71.8K -2,929 -14%
PFS
99
Prospera Financial Services
Texas
$424K
T
100
Tidemark
California
$416K

PNTG Hedge Fund Activity: Q3 2025 in Review

190 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Pennant Group (PNTG) for Q3 2025, worth a combined $785M — down 14% from $911M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PNTG positions and 27 closed out — a net gain of 17 holders — while 58 added to existing stakes and 60 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $15.7M. The largest seller was Fidelity Investments, cutting an estimated $71.9M.

  • 190 institutional investors held Pennant Group (PNTG) as of Q3 2025, up from 174 in Q2 2025.
  • Funds reported $785M of Pennant Group stock for Q3 2025, down 14% quarter-over-quarter.
  • 44 funds opened new Pennant Group positions in Q3 2025 and 27 closed out, a net change of +17 holders.
  • The largest Pennant Group buyer in Q3 2025 was WCM Investment Management, an estimated $15.7M added.
  • The largest Pennant Group seller in Q3 2025 was Fidelity Investments, an estimated $71.9M sold.

Based on aggregated 13F filings for Q3 2025.