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Pennant Group

151 hedge funds and large institutions have $601M invested in Pennant Group in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $518M → $601M (+$82.9M)

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

3% more funds holding

Funds holding: 146151 (+5)

0.03% less ownership

Funds ownership: 86.28%86.25% (-0.03%)

63% less call options, than puts

Call options by funds: $178K | Put options by funds: $480K

Holders
151
Holders Change
+5
Holders Change %
+3.42%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
55
Reduced
49
Closed
17
Calls
$178K
Puts
$480K
Net Calls
-$302K
Net Calls Change
-$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Smartleaf Asset Management
Massachusetts
$45 +$44 +2 New
Marshall Wace
152
Marshall Wace
United Kingdom
-$2.42M -123,347 Closed
TI
153
Trexquant Investment
Connecticut
-$1.37M -69,824 Closed
PFM
154
Premier Fund Managers
United Kingdom
-$1.04M -52,577 Closed
American Century Companies
155
American Century Companies
Missouri
-$735K -37,467 Closed
CFM
156
Catalyst Funds Management
Australia
-$557K -28,400 Closed
Mirae Asset Global Investments
157
Mirae Asset Global Investments
South Korea
-$328K -22,908 Closed
State Board of Administration of Florida Retirement System
158
State Board of Administration of Florida Retirement System
Florida
-$203K -14,208 Closed
AIG
159
American International Group
New York
-$276K -14,056 Closed
QC
160
Quadrature Capital
United Kingdom
-$262K -13,355 Closed
AI
161
Atom Investors
Texas
-$256K -13,042 Closed
Acadian Asset Management
162
Acadian Asset Management
Massachusetts
-$218K -11,147 Closed
NC
163
nVerses Capital
Florida
-$62.8K -3,200 Closed
MLICM
164
Metropolitan Life Insurance Company (MetLife)
New York
-$30.3K -1,541 Closed
ACM
165
Aquatic Capital Management
Illinois
-$19.6K -1,000 Closed
NA
166
NewEdge Advisors
Louisiana
-$11.2K -572 Closed
GWM
167
Geneos Wealth Management
Colorado
-$3.93K -200 Closed
AWM
168
Avior Wealth Management
Nebraska
-$117 -6 Closed

PNTG Hedge Fund Activity: Q2 2024 in Review

151 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pennant Group (PNTG) for Q2 2024, worth a combined $601M — up 16% from $518M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PNTG positions and 17 closed out — a net gain of 7 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $19M.

  • 151 institutional investors held Pennant Group (PNTG) as of Q2 2024, up from 146 in Q1 2024.
  • Funds reported $601M of Pennant Group stock for Q2 2024, up 16% quarter-over-quarter.
  • 24 funds opened new Pennant Group positions in Q2 2024 and 17 closed out, a net change of +7 holders.
  • The largest Pennant Group buyer in Q2 2024 was Fidelity Investments, an estimated $36.6M added.
  • The largest Pennant Group seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2024.