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Pennant Group

190 hedge funds and large institutions have $785M invested in Pennant Group in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

9% more funds holding

Funds holding: 174190 (+16)

0.86% more ownership

Funds ownership: 89.33%90.19% (+0.86%)

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

14% less capital invested

Capital invested by funds: $911M → $785M (-$127M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
44
Increased
58
Reduced
60
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
Sterling Capital Management
North Carolina
$2.07K
PA
177
Parallel Advisors
California
$1.67K -$221 -9 -12%
RIL
178
Rothschild Investment LLC
Illinois
$1.64K -$368 -15 -19%
CSC
179
Caldwell Sutter Capital
California
$1.26K
MCM
180
Manchester Capital Management
Vermont
$883 +$858 +35 New
AF
181
Allworth Financial
California
$858 +$515 +21 +162%
S
182
SignatureFD
Georgia
$757 +$564 +23 +329%
SAM
183
Smartleaf Asset Management
Massachusetts
$604 +$589 +24 New
FFO
184
Fortitude Family Office
Arizona
$530 +$515 +21 New
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$504
CA
186
Clearstead Advisors
Ohio
$177 +$172 +7 New
TWD
187
True Wealth Design
Ohio
$127 -$147 -6 -55%
ASN
188
Advisory Services Network
Georgia
$126 +$123 +5 New
TPBG
189
Turning Point Benefit Group
Maryland
$50 +$49 +2 New
TC
190
Truvestments Capital
Florida
$12
BCM
191
Boone Capital Management
Georgia
-$19.4M -649,022 Closed
WAM
192
Weiss Asset Management
Massachusetts
-$3.24M -108,631 Closed
PCM
193
Penn Capital Management
Pennsylvania
-$1.98M -66,241 Closed
Lazard Asset Management
194
Lazard Asset Management
New York
-$1.64M -54,888 Closed
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
-$1.51M -50,684 Closed
Arrowstreet Capital
196
Arrowstreet Capital
Massachusetts
-$805K -26,976 Closed
Mackenzie Financial
197
Mackenzie Financial
Ontario, Canada
-$655K -21,948 Closed
NA
198
Navellier & Associates
Nevada
-$612K -20,507 Closed
American Century Companies
199
American Century Companies
Missouri
-$596K -19,975 Closed
FIM
200
Freedom Investment Management
Connecticut
-$511K -17,103 Closed

PNTG Hedge Fund Activity: Q3 2025 in Review

190 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Pennant Group (PNTG) for Q3 2025, worth a combined $785M — down 14% from $911M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PNTG positions and 27 closed out — a net gain of 17 holders — while 58 added to existing stakes and 60 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $15.7M. The largest seller was Fidelity Investments, cutting an estimated $71.9M.

  • 190 institutional investors held Pennant Group (PNTG) as of Q3 2025, up from 174 in Q2 2025.
  • Funds reported $785M of Pennant Group stock for Q3 2025, down 14% quarter-over-quarter.
  • 44 funds opened new Pennant Group positions in Q3 2025 and 27 closed out, a net change of +17 holders.
  • The largest Pennant Group buyer in Q3 2025 was WCM Investment Management, an estimated $15.7M added.
  • The largest Pennant Group seller in Q3 2025 was Fidelity Investments, an estimated $71.9M sold.

Based on aggregated 13F filings for Q3 2025.