PNTG icon

Pennant Group

188 hedge funds and large institutions have $947M 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.65% more ownership

Funds ownership: 89.05%89.7% (+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
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.24M
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$31.8K
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$21.5K
VCM
153
Versant Capital Management
Arizona
$21.3K
Group One Trading
154
Group One Trading
Illinois
$15.2K
C
155
Covestor
United Kingdom
$15K
PPC
156
Park Place Capital
Alabama
$10.5K
API
157
Asset Planning Inc
California
$9.14K
DF
158
DecisionPoint Financial
Arizona
$8.99K
Osaic Holdings
159
Osaic Holdings
Arizona
$7.83K
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$7.35K
Jones Financial Companies
161
Jones Financial Companies
Missouri
$6.86K
SCM
162
Sterling Capital Management
North Carolina
$6.71K
HCA
163
Harbor Capital Advisors
Illinois
$6K
Los Angeles Capital Management
164
Los Angeles Capital Management
California
$4.57K
AF
165
Allworth Financial
California
$4.33K
FFA
166
Farther Finance Advisors
California
$4.01K
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$3.26K
IAIM
168
International Assets Investment Management
Florida
$3.22K
S
169
SignatureFD
Georgia
$2.59K
RIL
170
Rothschild Investment LLC
Illinois
$2.47K
EWA
171
EverSource Wealth Advisors
Alabama
$1.55K
CSC
172
Caldwell Sutter Capital
California
$1.52K
RFP
173
Root Financial Partners
California
$1.16K
AAP
174
Arax Advisory Partners
Colorado
$1.12K
MCM
175
Manchester Capital Management
Vermont
$1.07K