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Pennant Group

181 hedge funds and large institutions have $764M invested in Pennant Group in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more call options, than puts

Call options by funds: $176K | Put options by funds: $40K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0% more funds holding

Funds holding: 181181 (0)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0.2% less ownership

Funds ownership: 88.38%88.18% (-0.2%)

3% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 63

5% less capital invested

Capital invested by funds: $805M → $764M (-$41.5M)

Holders
181
Holders Change
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
61
Reduced
63
Closed
23
Calls
$176K
Puts
$40K
Net Calls
+$136K
Net Calls Change
-$463K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$28K +$3.3K +129 +13%
NS
152
NBC Securities
Alabama
$25K +$26.4K +1,033 New
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$24.6K -$17.6K -689 -41%
Bessemer Group
154
Bessemer Group
New Jersey
$19K +$19.2K +751 New
FHA
155
First Horizon Advisors
Tennessee
$17.8K
Osaic Holdings
156
Osaic Holdings
Arizona
$15.6K -$1.05K -41 -6%
PPC
157
Park Place Capital
Alabama
$13.7K +$5.06K +198 +57%
ACM
158
Aster Capital Management
United Arab Emirates
$12.3K +$1.18K +46 +9%
Comerica Bank
159
Comerica Bank
Texas
$11.2K +$8.85K +346 +346%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$11K
BIG
161
Brooklyn Investment Group
New York
$8.25K +$2.25K +88 +37%
GI
162
GAMMA Investing
California
$7.95K +$5.27K +206 +187%
LC
163
Lindbrook Capital
California
$7.85K
API
164
Asset Planning Inc
California
$7.54K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$6K +$3.25K +127 +135%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$5.66K
QCG
167
Quadrant Capital Group
Ohio
$5.16K -$2.3K -90 -31%
FFA
168
Farther Finance Advisors
California
$2.54K -$200K -7,825 -99%
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$2.46K
PA
170
Parallel Advisors
California
$1.89K +$537 +21 +39%
Amundi
171
Amundi
France
$1.71K +$51 +2 +3%
RIL
172
Rothschild Investment LLC
Illinois
$1.64K +$1.02K +40 +160%
CSC
173
Caldwell Sutter Capital
California
$1.26K
SCM
174
Sterling Capital Management
North Carolina
$880
CIAM
175
Caitong International Asset Management
Hong Kong
$880 +$895 +35 New

PNTG Hedge Fund Activity: Q1 2025 in Review

181 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Pennant Group (PNTG) for Q1 2025, worth a combined $764M — down 5.2% from $805M a quarter earlier.

Fund positioning in PNTG was balanced in Q1 2025: 23 funds opened new positions, 23 closed out, 61 added to existing stakes and 63 trimmed.

The largest buyer was Van Berkom & Associates, adding an estimated $16.7M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $17.3M sold.

  • 181 institutional investors held Pennant Group (PNTG) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $764M of Pennant Group stock for Q1 2025, down 5.2% quarter-over-quarter.
  • 23 funds opened new Pennant Group positions in Q1 2025 and 23 closed out, a net change of 0 holders.
  • The largest Pennant Group buyer in Q1 2025 was Van Berkom & Associates, an estimated $16.7M added.
  • The largest Pennant Group seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2025.