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Pennant Group

135 hedge funds and large institutions have $265M invested in Pennant Group in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

21,000% more call options, than puts

Call options by funds: $211K | Put options by funds: $1K

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

64% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 33

7% more funds holding

Funds holding: 126135 (+9)

1% less capital invested

Capital invested by funds: $266M → $265M (-$1.42M)

2.33% less ownership

Funds ownership: 86.54%84.21% (-2.3%)

Holders
135
Holders Change
+9
Holders Change %
+7.14%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
54
Reduced
33
Closed
13
Calls
$211K
Puts
$1K
Net Calls
+$210K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$49.9M +$2.55M +234,806 +5%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$45.1M -$21.1K -1,947 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22M -$5.28M -486,368 -20%
WA
4
Wasatch Advisors
Utah
$16.7M -$25.6M -2,358,559 -61%
RP
5
Riverbridge Partners
Minnesota
$15.1M -$399K -36,739 -3%
CA
6
Crewe Advisors
Utah
$12.3M -$82.4K -7,593 -0.7%
State Street
7
State Street
Massachusetts
$11.1M +$689K +63,515 +7%
Millennium Management
8
Millennium Management
New York
$8.45M +$7.5M +690,870 +874%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$5.58M +$3.61M +333,048 +190%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.41M +$195K +17,954 +4%
PCMI
11
Paradigm Capital Management Inc
New York
$5.36M +$4.78M +440,244 +920%
Morgan Stanley
12
Morgan Stanley
New York
$4.09M -$36.1K -3,325 -0.9%
Northern Trust
13
Northern Trust
Illinois
$4.02M -$37.8K -3,486 -0.9%
PCM
14
Penn Capital Management
Pennsylvania
$3.65M +$2.19M +201,651 +155%
Citadel Advisors
15
Citadel Advisors
Florida
$2.87M +$1.38M +127,457 +95%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$2.74M +$2.71M +249,540 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.64M -$164K -15,102 -6%
Deutsche Bank
18
Deutsche Bank
Germany
$2.32M +$1.88K +173 +0.1%
Invesco
19
Invesco
Georgia
$2.27M -$2.24M -206,694 -50%
Charles Schwab
20
Charles Schwab
California
$2.25M +$79.8K +7,356 +4%
RHJA
21
Rice Hall James & Associates
California
$2.24M -$89.2K -8,221 -4%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$2.13M +$473K +43,560 +29%
GS
23
Gagnon Securities
New York
$2.08M -$445 -41 -0%
Principal Financial Group
24
Principal Financial Group
Iowa
$1.9M -$31.2K -2,877 -2%
HF
25
HRT Financial
New York
$1.65M +$1.45M +133,968 +813%

PNTG Hedge Fund Activity: Q4 2022 in Review

135 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pennant Group (PNTG) for Q4 2022, worth a combined $265M — down 0.53% from $266M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PNTG positions and 13 closed out — a net gain of 10 holders — while 54 added to existing stakes and 33 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.5M. The largest seller was Wasatch Advisors, cutting an estimated $25.6M.

  • 135 institutional investors held Pennant Group (PNTG) as of Q4 2022, up from 126 in Q3 2022.
  • Funds reported $265M of Pennant Group stock for Q4 2022, down 0.53% quarter-over-quarter.
  • 23 funds opened new Pennant Group positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest Pennant Group buyer in Q4 2022 was Millennium Management, an estimated $7.5M added.
  • The largest Pennant Group seller in Q4 2022 was Wasatch Advisors, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2022.