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Livermore
Livermore
ZHEN

Penumbra Inc

PEN
Exchange
NYSE
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0001321732

No open-market purchases or sales by Penumbra Inc insiders were filed in the last 90 days; 451 institutions reported holding it in 13F filings for Q2 2026, worth $10.8B in total; no superinvestor holds it.

Q4 2024 vs. Q3 2024

How the institutions holding Penumbra Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of PEN: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders3345372+43
Shares35.2M20.8K34.9M−264.8K (−0.8%)
Value$6.85B$3.94M$8.30B+$1.46B (+21.3%)

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Penumbra Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to PEN in Q4 2024
InstitutionSharesValue% of portfolio
Adage Capital Partners GP, L.L.C.100,495$23.9M0.04%
Perceptive Advisors LLC73,338$17.4M0.49%
WCM Investment Management, LLC56,472$13.5M0.03%
First Trust Advisors LP41,963$9.97M0.01%
Susquehanna Fundamental Investments, LLC33,584$7.98M0.13%
Meridiem Capital Partners LP30,129$7.16M0.67%
Raymond James Financial Inc25,163$5.98M0.00%
EFG Asset Management (North America) Corp.14,860$3.53M0.48%
Calamos Advisors LLC14,415$3.42M0.02%
Police & Firemen's Retirement System of New Jersey13,217$3.14M0.03%
Exome Asset Management LLC9,000$2.14M1.61%
B. Metzler seel. Sohn & Co. AG8,675$2.06M0.02%
New Age Alpha Advisors, LLC8,398$1.99M0.08%
Twin Tree Management, LP8,211$1.95M0.05%
Jain Global LLC7,717$1.83M0.05%
Ieq Capital, LLC7,642$1.81M0.02%
KLP Kapitalforvaltning AS7,500$1.78M0.01%
Quantitative Investment Management, LLC3,651$867.0K0.06%
Squarepoint Ops LLC3,596$854.0K0.00%
Prelude Capital Management, LLC3,552$843.5K0.07%
Petrus Trust Company, LTA3,420$812.2K0.08%
Jefferies Financial Group Inc.3,200$759.9K0.01%
Fred Alger Management, LLC2,988$709.6K0.00%
Farringdon Capital, Ltd.2,661$631.9K0.26%
China Universal Asset Management Co., Ltd.2,414$573.3K0.05%
Winton Group Ltd2,400$570.0K0.04%
Brown Advisory Inc2,380$565.2K0.00%
Cache Advisors, LLC2,250$534.3K0.22%
Aigen Investment Management, LP2,152$511.1K0.09%
Natixis1,869$443.9K0.00%
Captrust Financial Advisors1,445$343.2K0.00%
Crestline Management, LP1,400$332.5K0.01%
Everence Capital Management Inc1,280$304.0K0.02%
Engineers Gate Manager LP1,240$294.5K0.01%
Commerce Bank1,160$275.5K0.00%
Gotham Asset Management, LLC1,157$274.8K0.00%
Optimize Financial Inc1,077$255.8K0.19%
Brevan Howard Capital Management LP1,067$253.4K0.01%
Keebeck Alpha, LP1,066$253.2K0.26%
Bayforest Capital Ltd1,053$250.1K0.31%
Verition Fund Management LLC969$230.1K0.00%
Seeds Investor LLC968$229.9K0.07%
17 Capital Partners, LLC966$229.4K0.15%
Washington Capital Management Inc950$225.6K0.18%
Evergreen Capital Management LLC942$223.7K0.01%
Meiji Yasuda Asset Management Co Ltd.937$222.5K0.01%
Atria Investments LLC932$221.3K0.00%
Covenant Partners, LLC908$215.6K0.07%
Trust Point Inc.904$214.7K0.01%
JGP Global Gestao de Recursos Ltda.901$214.0K0.49%
Vident Advisory, LLC893$212.0K0.00%
Rafferty Asset Management, LLC877$208.3K0.00%
Wescott Financial Advisory Group, LLC853$202.6K0.02%
Hurley Capital, LLC230$55.7K0.04%
Simplex Trading, LLC128$30.0K0.00%
Banque Transatlantique SA100$23.6K0.00%
TruNorth Capital Management, LLC70$16.6K0.00%
SBI Securities Co., Ltd.46$10.9K0.00%
Colonial Trust Co45$10.7K0.00%
MAI Capital Management35$8.31K0.00%
Versant Capital Management, Inc31$7.36K0.00%
Morse Asset Management, Inc25$5.94K0.00%
High Note Wealth, LLC18$4.28K0.00%
Assetmark, Inc14$3.33K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC11$2.61K0.00%
Aventura Private Wealth, LLC11$2.61K0.00%
Bank of Jackson Hole Trust8$1.90K0.00%
Cassady Schiller Wealth Management, LLC3$7120.00%

Sold out (25)

Institutions that held Penumbra Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of PEN in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
ExodusPoint Capital Management, LP65,992$12.8M
Group One Trading, L.P.52,824$10.3M
Citizens Financial Group Inc31,121$6.05M
Lighthouse Investment Partners, LLC22,896$4.45M
Vestal Point Capital, LP15,000$2.91M
Caption Management, LLC12,050$2.34M
LMR Partners LLP11,992$2.33M
AlphaCentric Advisors LLC4,000$777.2K
Edgestream Partners, L.P.3,977$772.8K
Highland Capital Management, LLC3,838$745.8K
Vestcor Inc2,806$545.0K
EntryPoint Capital, LLC2,215$430.4K
nVerses Capital, LLC1,600$310.9K
Jacobs Levy Equity Management, Inc1,565$304.1K
Y-Intercept (Hong Kong) Ltd1,448$281.4K
Paloma Partners Management Co1,300$252.6K
Qsemble Capital Management, LP1,246$242.1K
Cresset Asset Management, LLC1,134$220.3K
Washington Trust Co300$58.3K
Catalyst Funds Management Pty Ltd200$38.9K
Capital Performance Advisors LLP117$22.7K
Walleye Capital LLC35$6.80K
DT Investment Partners, LLC15$2.92K
Bell Investment Advisors, Inc2$389
Avion Wealth2$0

Not filed for Q4 2024 yet (5)

Institutions that held Penumbra Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PEN in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates10,652$2.07M
ClariVest Asset Management LLC7,523$1.35M
SpiderRock Advisors, LLC2,645$513.9K
PEAK6 Investments LLC15$2.92K
FinTrust Capital Advisors, LLC14$2.72K