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Pennant Group

139 hedge funds and large institutions have $591M invested in Pennant Group in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

1% more funds holding

Funds holding: 137139 (+2)

0.21% more ownership

Funds ownership: 89.77%89.98% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less call options, than puts

Call options by funds: $739K | Put options by funds: $752K

4% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 45

17% less capital invested

Capital invested by funds: $715M → $591M (-$124M)

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
43
Reduced
45
Closed
24
Calls
$739K
Puts
$752K
Net Calls
-$13K
Net Calls Change
-$572K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$95.6M +$3.43M +148,342 +4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$93.9M -$6.13M -264,951 -6%
WA
3
Wasatch Advisors
Utah
$92.6M -$1.31M -56,735 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$67.8M +$912K +39,438 +1%
RP
5
Riverbridge Partners
Minnesota
$29.4M +$92K +3,978 +0.3%
CA
6
Crewe Advisors
Utah
$25.3M -$891K -38,527 -3%
State Street
7
State Street
Massachusetts
$20.8M +$1.56M +67,575 +8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$20M -$118K -5,097 -0.6%
Invesco
9
Invesco
Georgia
$11.3M -$713K -30,857 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.2M -$25.3K -1,093 -0.2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$9.88M +$9.89M +428,002 New
Northern Trust
12
Northern Trust
Illinois
$9.02M -$423K -18,296 -4%
Norges Bank
13
Norges Bank
Norway
$8.11M +$3.45M +149,100 +74%
Morgan Stanley
14
Morgan Stanley
New York
$7.9M +$4.44M +192,241 +128%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.74M +$136K +5,889 +2%
GS
16
Gagnon Securities
New York
$4.42M -$27.1K -1,171 -0.6%
Principal Financial Group
17
Principal Financial Group
Iowa
$4.36M -$230K -9,930 -5%
Charles Schwab
18
Charles Schwab
California
$4.35M +$91.5K +3,958 +2%
Ohio Public Employees Retirement System (OPERS)
19
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.96M +$2.61M +112,877 +193%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$3.89M +$477K +20,639 +14%
RA
21
Royce & Associates
New York
$3.16M +$416K +18,000 +15%
Ameriprise
22
Ameriprise
Minnesota
$2.75M +$135K +5,844 +5%
PPA
23
Parametric Portfolio Associates
Washington
$2.56M +$265K +11,454 +12%
N
24
Nuveen
North Carolina
$2.33M -$3.42M -148,082 -59%
PFM
25
Premier Fund Managers
United Kingdom
$2.33M

PNTG Hedge Fund Activity: Q4 2021 in Review

139 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pennant Group (PNTG) for Q4 2021, worth a combined $591M — down 17% from $715M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PNTG positions and 24 closed out — a net gain of 3 holders — while 43 added to existing stakes and 45 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $9.89M. The largest seller was Tygh Capital Management, exiting entirely with an estimated $7.59M sold.

  • 139 institutional investors held Pennant Group (PNTG) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $591M of Pennant Group stock for Q4 2021, down 17% quarter-over-quarter.
  • 27 funds opened new Pennant Group positions in Q4 2021 and 24 closed out, a net change of +3 holders.
  • The largest Pennant Group buyer in Q4 2021 was Wellington Management Group, an estimated $9.89M added.
  • The largest Pennant Group seller in Q4 2021 was Tygh Capital Management, an estimated $7.59M sold.

Based on aggregated 13F filings for Q4 2021.