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Pennant Group

174 hedge funds and large institutions have $911M invested in Pennant Group in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $764M → $911M (+$148M)

1.15% more ownership

Funds ownership: 88.18%89.33% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 181174 (-7)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

Holders
174
Holders Change
-7
Holders Change %
-3.87%
% of All Funds
2.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
60
Reduced
57
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$419K -$27 -1 -0%
AQR Capital Management
102
AQR Capital Management
Connecticut
$401K +$87.1K +3,176 +31%
Canada Life
103
Canada Life
Manitoba, Canada
$399K +$87.7K +3,197 +31%
SAM
104
Shell Asset Management
Netherlands
$391K -$64.5K -2,351 -15%
BW
105
Balance Wealth
Ohio
$376K
GF
106
Gabelli Funds
New York
$372K +$342K +12,469 New
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$370K +$34.7K +1,263 +11%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$352K
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$341K -$54.9K -2,000 -15%
New York State Common Retirement Fund
110
New York State Common Retirement Fund
New York
$330K
BAM
111
Bosun Asset Management
Illinois
$327K +$29K +1,057 +11%
Polen Capital Management
112
Polen Capital Management
Florida
$327K +$301K +10,960 New
SGI
113
Summit Global Investments
Utah
$319K -$20K -728 -6%
OAM
114
Oppenheimer Asset Management
New York
$313K -$19.9K -724 -6%
XT
115
XTX Topco
Cayman Islands
$309K -$26.8K -976 -9%
Universal-Beteiligungs- und Servicegesellschaft
116
Universal-Beteiligungs- und Servicegesellschaft
Germany
$309K -$184K -6,694 -39%
ASRS
117
Arizona State Retirement System
Arizona
$302K +$7.85K +286 +3%
IQI
118
Integrated Quantitative Investments
Washington
$296K
YMRC
119
Yorktown Management & Research Company
Virginia
$293K +$269K +9,800 New
VOYA Investment Management
120
VOYA Investment Management
Georgia
$282K +$29K +1,058 +13%
Axa
121
Axa
France
$270K +$248K +9,037 New
Federated Hermes
122
Federated Hermes
Pennsylvania
$268K -$441K -16,078 -64%
ACM
123
Aquatic Capital Management
Illinois
$263K +$104K +3,799 +76%
B
124
Bailard
California
$260K +$239K +8,700 New
ZIM
125
Zacks Investment Management
Illinois
$250K +$230K +8,371 New

PNTG Hedge Fund Activity: Q2 2025 in Review

174 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pennant Group (PNTG) for Q2 2025, worth a combined $911M — up 19% from $764M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PNTG and 24 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 60 added.

The largest buyer was Ophir Asset Management, adding an estimated $23.1M. The largest seller was 8 Knots Management, cutting an estimated $9.91M.

  • 174 institutional investors held Pennant Group (PNTG) as of Q2 2025, down from 181 in Q1 2025.
  • Funds reported $911M of Pennant Group stock for Q2 2025, up 19% quarter-over-quarter.
  • 24 funds opened new Pennant Group positions in Q2 2025 and 29 closed out, a net change of -5 holders.
  • The largest Pennant Group buyer in Q2 2025 was Ophir Asset Management, an estimated $23.1M added.
  • The largest Pennant Group seller in Q2 2025 was 8 Knots Management, an estimated $9.91M sold.

Based on aggregated 13F filings for Q2 2025.