Penumbra Ownership | Who Owns Penumbra?
Penumbra Ownership Summary
Penumbra is owned by 91.89% institutional investors, 3.85% insiders, and 4.26% retail investors. Fmr is the largest institutional shareholder, holding 14.92% of PEN shares. Fidelity Select Health Care is the top mutual fund, with 3.55% of its assets in Penumbra shares.
PEN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Penumbra | 91.89% | 3.85% | 4.26% |
| Sector | Healthcare Stocks | 47.31% | 8.01% | 44.69% |
| Industry | Medical Device Stocks | 50.93% | 7.99% | 41.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 5.77M | 14.92% | $1.04B |
| Blackrock | 4.26M | 10.99% | $765.80M |
| Vanguard group | 3.70M | 9.55% | $665.18M |
| Price t rowe associates inc /md/ | 3.03M | 7.81% | $544.51M |
| Champlain investment partners | 1.28M | 3.32% | $231.05M |
| State street | 1.23M | 3.18% | $221.87M |
| William blair investment management | 824.98K | 2.13% | $148.47M |
| Clearbridge investments | 773.66K | 2.00% | $139.24M |
| Rtw investments, lp | 742.11K | 1.92% | $133.56M |
| Geode capital management | 644.32K | 1.66% | $115.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rtw investments, lp | 742.11K | 2.07% | $133.56M |
| Oak harbor wealth partners | 33.81K | 1.91% | $6.08M |
| Carret asset management | 79.00K | 1.66% | $14.22M |
| Pfm health sciences, lp | 185.11K | 1.65% | $33.31M |
| Rock springs capital management lp | 265.00K | 1.44% | $47.69M |
| Champlain investment partners | 1.28M | 1.42% | $231.05M |
| Braidwell lp | 212.59K | 1.20% | $38.26M |
| Congress asset management co /ma | 643.93K | 0.83% | $115.89M |
| Bellevue group | 282.05K | 0.82% | $50.76M |
| Pura vida investments | 6.00K | 0.68% | $1.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Congress asset management co /ma | 643.93K | 0.83% | 617.36K |
| Norges bank | 344.81K | 0.01% | 344.81K |
| T. rowe price investment management | 366.45K | 0.04% | 270.93K |
| Jpmorgan chase | 314.95K | 0.00% | 212.34K |
| Artisan partners limited partnership | 349.88K | 0.09% | 210.79K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | - | - | -1.13M |
| Eagle asset management | - | - | -327.93K |
| Rock springs capital management lp | 265.00K | 1.44% | -240.00K |
| Qube research | - | - | -190.38K |
| Balyasny asset management | - | - | -126.26K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 344.81K | 0.01% | 344.81K | $62.06M |
| Renaissance | 99.70K | 0.03% | 99.70K | $17.94M |
| Skandinaviska enskilda banken ab (publ) | 64.78K | 0.06% | 64.78K | $11.66M |
| Hantz financial services | 54.51K | 0.19% | 54.51K | $9.81M |
| Corebridge financial | 49.47K | 0.05% | 49.47K | $8.90M |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Versant capital management | -1.00 |
| Sjs investment consulting | -1.00 |
| Dinuzzo private wealth | -1.00 |
| Harbor investment advisory | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 357 | -2.99% | 35,576,747 | 6.43% | 91 | 1.21% | 196 | 7.10% | 105 | -1.87% |
| Mar 31, 2024 | 368 | 0.55% | 33,426,131 | -2.90% | 87 | 1.09% | 183 | 3.98% | 107 | -13.71% |
| Dec 31, 2023 | 366 | 5.78% | 34,426,178 | 4.95% | 89 | 1.22% | 176 | 15.03% | 124 | 5.98% |
| Sep 30, 2023 | 346 | -9.42% | 32,802,546 | -4.26% | 85 | 1.06% | 153 | -14.53% | 117 | -10.69% |
| Jun 30, 2023 | 382 | 15.41% | 34,260,366 | -2.75% | 89 | 1.05% | 179 | 14.74% | 131 | 22.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Select Health Care | 1.36M | 3.55% | 12.41K |
| Fidelity Select Medical Tech and Devcs | 1.25M | 3.26% | 40.00K |
| iShares Core S&P Mid-Cap ETF | 1.22M | 3.19% | 656.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.16M | 3.03% | 924.00 |
| Champlain Mid Cap Fund, LLC | 990.39K | 2.55% | 175.23K |
| Vanguard Small Cap Index | 923.67K | 2.41% | -7.66K |
| Fidelity Advisor Health Care I | 840.00K | 2.19% | - |
| US Small-Cap Growth II Equity Comp | 807.21K | 2.08% | -1.98K |
| Strategic Advisers Fidelity US TtlStk | 654.90K | 1.71% | 12.00K |
| T. Rowe Price Health Sciences | 591.64K | 1.52% | -5.76K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 21, 2024 | Elsesser Adam | CEO and President | Sell | $673.37K |
| Oct 21, 2024 | Elsesser Adam | CEO and President | Sell | $1.07M |
| Oct 21, 2024 | Elsesser Adam | CEO and President | Sell | $652.22K |
| Oct 21, 2024 | Elsesser Adam | CEO and President | Sell | $466.58K |
| Oct 21, 2024 | Elsesser Adam | CEO and President | Sell | $206.53K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 15 |
| 2024 Q3 | - | 32 |
| 2024 Q2 | - | 28 |
| 2024 Q1 | - | 11 |
| 2023 Q4 | - | 33 |
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