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Pennant Group

152 hedge funds and large institutions have $1.03B invested in Pennant Group in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,480% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $20K

0.34% more ownership

Funds ownership: 88.81%89.15% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 165152 (-13)

10% less capital invested

Capital invested by funds: $1.15B → $1.03B (-$114M)

12% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 57

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

Holders
152
Holders Change
-13
Holders Change %
-7.88%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
50
Reduced
57
Closed
26
Calls
$1.32M
Puts
$20K
Net Calls
+$1.3M
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$171M +$233K +5,989 +0.1%
WA
2
Wasatch Advisors
Utah
$160M +$6.33M +162,836 +4%
BlackRock
3
BlackRock
New York
$159M -$4.67M -119,958 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$118M +$2.92K +75 +0%
RP
5
Riverbridge Partners
Minnesota
$52.2M +$18.9M +486,390 +62%
CA
6
Crewe Advisors
Utah
$46.4M -$2.94M -75,550 -6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$36.8M -$1.5M -38,625 -4%
State Street
8
State Street
Massachusetts
$34.3M +$2.27M +58,317 +7%
Invesco
9
Invesco
Georgia
$21.3M +$337K +8,660 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18M +$383K +9,853 +2%
Northern Trust
11
Northern Trust
Illinois
$17.3M +$1.18M +30,459 +8%
N
12
Nuveen
North Carolina
$11.7M +$1.51M +38,940 +16%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.52M -$944K -24,255 -9%
Norges Bank
14
Norges Bank
Norway
$8.27M -$331K -8,519 -4%
JAM
15
Jupiter Asset Management
United Kingdom
$8.12M
TCM
16
Tygh Capital Management
Oregon
$8.03M +$7.64M +196,303 New
GS
17
Gagnon Securities
New York
$7.86M -$117 -3 -0%
Principal Financial Group
18
Principal Financial Group
Iowa
$7.83M +$198K +5,089 +3%
ZCM
19
Ziegler Capital Management
Illinois
$7.33M +$2.64M +67,753 +651%
Charles Schwab
20
Charles Schwab
California
$7.19M +$96.6K +2,482 +1%
Morgan Stanley
21
Morgan Stanley
New York
$6.33M -$1.87M -48,063 -24%
KLC
22
Kent Lake Capital
Nevada
$6.21M
RA
23
Royce & Associates
New York
$4.71M +$1.7M +43,700 +61%
Bank of America
24
Bank of America
North Carolina
$4.61M +$422K +10,860 +11%
Ameriprise
25
Ameriprise
Minnesota
$4.51M -$124K -3,181 -3%

PNTG Hedge Fund Activity: Q2 2021 in Review

152 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pennant Group (PNTG) for Q2 2021, worth a combined $1.03B — down 9.9% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of PNTG and 14 opened new positions — a net loss of 12 holders — while 57 trimmed existing stakes and 50 added.

The largest buyer was Riverbridge Partners, adding an estimated $18.9M. The largest seller was Brown Advisory, exiting entirely with an estimated $9.1M sold.

  • 152 institutional investors held Pennant Group (PNTG) as of Q2 2021, down from 165 in Q1 2021.
  • Funds reported $1.03B of Pennant Group stock for Q2 2021, down 9.9% quarter-over-quarter.
  • 14 funds opened new Pennant Group positions in Q2 2021 and 26 closed out, a net change of -12 holders.
  • The largest Pennant Group buyer in Q2 2021 was Riverbridge Partners, an estimated $18.9M added.
  • The largest Pennant Group seller in Q2 2021 was Brown Advisory, an estimated $9.1M sold.

Based on aggregated 13F filings for Q2 2021.