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Pennant Group

133 hedge funds and large institutions have $307M invested in Pennant Group in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more call options, than puts

Call options by funds: $142K | Put options by funds: $18K

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1.77% more ownership

Funds ownership: 82.3%84.06% (+1.8%)

2% more funds holding

Funds holding: 131133 (+2)

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

12% less capital invested

Capital invested by funds: $349M → $307M (-$41.8M)

Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
49
Reduced
49
Closed
13
Calls
$142K
Puts
$18K
Net Calls
+$124K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$49M -$2.04M -160,232 -4%
BlackRock
2
BlackRock
New York
$25.5M +$2.84M +223,126 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.6M +$322K +25,288 +2%
WA
4
Wasatch Advisors
Utah
$16.5M +$6.61M +519,538 +63%
RP
5
Riverbridge Partners
Minnesota
$16.1M -$364K -28,668 -2%
CA
6
Crewe Advisors
Utah
$13.5M -$223K -17,510 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.2M +$201K +15,782 +2%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$9.08M +$1.59M +125,430 +20%
PCMI
9
Paradigm Capital Management Inc
New York
$8.2M +$956K +75,188 +13%
State Street
10
State Street
Massachusetts
$6.99M +$160K +12,588 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.97M +$529K +41,639 +8%
Goldman Sachs
12
Goldman Sachs
New York
$5.62M +$139K +10,937 +2%
KLC
13
Kent Lake Capital
Nevada
$5.32M +$5.51M +433,444 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$5.32M -$770K -60,566 -12%
EP
15
Eversept Partners
New York
$5.3M +$123K +9,648 +2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$5.26M -$405K -31,861 -7%
Millennium Management
17
Millennium Management
New York
$5.01M -$6.84M -538,157 -57%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$4.97M +$4.89M +384,705 New
PCM
19
Penn Capital Management
Pennsylvania
$4.57M +$1.93M +151,769 +69%
Northern Trust
20
Northern Trust
Illinois
$4.56M -$310K -24,390 -6%
Marshall Wace
21
Marshall Wace
United Kingdom
$4.43M -$2.58M -202,632 -36%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$4.19M +$1.3M +102,441 +43%
Citadel Advisors
23
Citadel Advisors
Florida
$3.95M -$2.54M -199,517 -38%
N
24
Nuveen
North Carolina
$3.66M +$823K +64,758 +28%
HIM
25
Hillsdale Investment Management
Ontario, Canada
$3.44M -$1.26M -99,200 -26%

PNTG Hedge Fund Activity: Q2 2023 in Review

133 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pennant Group (PNTG) for Q2 2023, worth a combined $307M — down 12% from $349M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PNTG positions and 13 closed out — a net gain of 2 holders — while 49 added to existing stakes and 49 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $6.61M. The largest seller was Millennium Management, cutting an estimated $6.84M.

  • 133 institutional investors held Pennant Group (PNTG) as of Q2 2023, up from 131 in Q1 2023.
  • Funds reported $307M of Pennant Group stock for Q2 2023, down 12% quarter-over-quarter.
  • 15 funds opened new Pennant Group positions in Q2 2023 and 13 closed out, a net change of +2 holders.
  • The largest Pennant Group buyer in Q2 2023 was Wasatch Advisors, an estimated $6.61M added.
  • The largest Pennant Group seller in Q2 2023 was Millennium Management, an estimated $6.84M sold.

Based on aggregated 13F filings for Q2 2023.