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Pennant Group

137 hedge funds and large institutions have $715M invested in Pennant Group in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,988% more call options, than puts

Call options by funds: $567K | Put options by funds: $8K

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

0.62% more ownership

Funds ownership: 89.15%89.77% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 152137 (-15)

31% less capital invested

Capital invested by funds: $1.03B → $715M (-$319M)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
137
Holders Change
-15
Holders Change %
-9.87%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
52
Reduced
40
Closed
21
Calls
$567K
Puts
$8K
Net Calls
+$559K
Net Calls Change
-$737K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
126
TCI Wealth Advisors
Arizona
$3K +$1.63K +50 +83%
Bessemer Group
127
Bessemer Group
New Jersey
$3K +$3.63K +111 New
FPS
128
Fieldpoint Private Securities
Connecticut
$2K
HI
129
Harbour Investments
Wisconsin
$2K
HWMA
130
Heritage Wealth Management (Arizona)
Arizona
$2K
WPA
131
West Paces Advisors
Georgia
$1.12K
Fidelity Investments
132
Fidelity Investments
Massachusetts
$1K -$360 -11 -24%
BFEC
133
Benjamin F. Edwards & Company
Missouri
$1K
S
134
SignatureFD
Georgia
$1K
TFO
135
Tarbox Family Office
California
$1K
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$62 -$39.2K -1,200 -35%
JAM
137
Jupiter Asset Management
United Kingdom
-$8.12M -198,418 Closed
IHAM
138
Integral Health Asset Management
New York
-$3.68M -90,000 Closed
Renaissance Technologies
139
Renaissance Technologies
New York
-$2.12M -51,700 Closed
ECM
140
Endurant Capital Management
California
-$1.94M -47,475 Closed
Arrowstreet Capital
141
Arrowstreet Capital
Massachusetts
-$1.17M -28,534 Closed
HF
142
HRT Financial
New York
-$631K -15,451 Closed
Millennium Management
143
Millennium Management
New York
-$618K -15,105 Closed
Squarepoint
144
Squarepoint
New York
-$530K -12,947 Closed
GC
145
Guggenheim Capital
Illinois
-$321K -7,855 Closed
ProShare Advisors
146
ProShare Advisors
Maryland
-$300K -7,343 Closed
QSS
147
Quantitative Systematic Strategies
Florida
-$241K -5,902 Closed
Man Group
148
Man Group
United Kingdom
-$241K -5,893 Closed
E
149
Ergoteles
New York
-$200K -4,900 Closed
Amundi
150
Amundi
France
-$167K -4,094 Closed

PNTG Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pennant Group (PNTG) for Q3 2021, worth a combined $715M — down 31% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PNTG and 8 opened new positions — a net loss of 13 holders — while 40 trimmed existing stakes and 52 added.

The largest buyer was Wasatch Advisors, adding an estimated $5.57M. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $8.12M sold.

  • 137 institutional investors held Pennant Group (PNTG) as of Q3 2021, down from 152 in Q2 2021.
  • Funds reported $715M of Pennant Group stock for Q3 2021, down 31% quarter-over-quarter.
  • 8 funds opened new Pennant Group positions in Q3 2021 and 21 closed out, a net change of -13 holders.
  • The largest Pennant Group buyer in Q3 2021 was Wasatch Advisors, an estimated $5.57M added.
  • The largest Pennant Group seller in Q3 2021 was Jupiter Asset Management, an estimated $8.12M sold.

Based on aggregated 13F filings for Q3 2021.