Exploring Penumbra, Inc. (PEN) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Penumbra, Inc. (PEN), a company specializing in neurovascular and peripheral vascular healthcare technologies? As of December 31, 2024, institutional investors hold a significant 90.00% ownership in the company. Let's delve into the details of who these key investors are and what factors might be influencing their investment decisions, considering that the stock price has increased by 33.12% from $208.68 on April 17, 2024, to $277.79 as of April 16, 2025. Are these institutional positions a sign of confidence in the company's future, or are there other considerations at play?

Penumbra, Inc. (PEN) Who Invests in Penumbra, Inc. (PEN) and Why?

Understanding the investor profile of Penumbra, Inc. (PEN) provides valuable insights into the market's perception of the company. Analyzing who is investing and their motivations can help current and potential investors make informed decisions. Here’s a breakdown of the key investor types, their motivations, and typical investment strategies.

Key Investor Types

The investor base of Penumbra, Inc. (PEN) can be segmented into several key groups:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts.
• Institutional Investors: These include entities such as mutual funds, pension funds, insurance companies, and investment firms that manage large sums of money on behalf of others.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to earn active returns for their investors.

Institutional investors often hold a significant portion of Penumbra, Inc. (PEN)'s shares. For instance, as of Q1 2024, the top institutional holders of Penumbra, Inc. (PEN) included:

• Vanguard Group: Holding approximately 3.8 million shares, representing about 7.7% ownership.
• BlackRock Fund Advisors: Holding approximately 3.2 million shares, accounting for roughly 6.5% ownership.
• Capital Research & Management Co.: Holding around 2.4 million shares, which is about 4.8% ownership.

Investment Motivations

Different investors are attracted to Penumbra, Inc. (PEN) for various reasons:

• Growth Prospects: Many investors are drawn to Penumbra, Inc. (PEN) due to its growth potential in the medical technology sector. The company's focus on innovative therapies for neurovascular and peripheral vascular diseases positions it well for future expansion.
• Market Position: Penumbra, Inc. (PEN)'s established presence and innovative products in the neurovascular and peripheral vascular markets make it an attractive investment.
• Innovation and R&D: The company's commitment to research and development (R&D) signals potential for future breakthroughs and sustained growth.

Penumbra, Inc. (PEN) has demonstrated consistent revenue growth. For example, in the fiscal year 2024, the company reported revenue of $1.23 billion, a 17.8% increase compared to the previous year. This growth trajectory is a key motivator for investors seeking capital appreciation.

Investment Strategies

The investment strategies employed by Penumbra, Inc. (PEN) investors vary depending on their investment goals and risk tolerance:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, driven by the belief in Penumbra, Inc. (PEN)'s sustained growth and market leadership. These investors often reinvest dividends and focus on the company's long-term performance.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading strategies to capitalize on price fluctuations. These strategies are often driven by market news, earnings reports, and technical analysis.
• Value Investing: Some investors may view Penumbra, Inc. (PEN) as undervalued based on its intrinsic value, considering factors such as its assets, earnings potential, and market position. They may invest with the expectation that the market will eventually recognize the company's true value.

Here’s a look at how different investment strategies might align with investor types:

Understanding Penumbra, Inc. (PEN)'s investor profile is crucial for gauging market sentiment and potential stock performance. By analyzing the types of investors, their motivations, and their investment strategies, stakeholders can gain a more comprehensive view of the company's market dynamics.

To gain more insights into Penumbra, Inc. (PEN)'s financial standing, consider exploring: Breaking Down Penumbra, Inc. (PEN) Financial Health: Key Insights for Investors

Penumbra, Inc. (PEN) Institutional Ownership and Major Shareholders of Penumbra, Inc. (PEN)

Institutional ownership in Penumbra, Inc. (PEN) reflects the degree of confidence that large financial organizations have in the company's potential. These entities, which include mutual funds, pension funds, hedge funds, and insurance companies, manage substantial assets and conduct in-depth research before making investment decisions. Their activity can significantly influence Penumbra, Inc. (PEN)’s stock price and overall market perception.

As of December 31, 2024, the top institutional holders of Penumbra, Inc. (PEN) include:

• Vanguard Group Inc: Holding 3,890,377 shares, representing 8.01% ownership.
• BlackRock Fund Advisors: Holding 3,688,486 shares, representing 7.60% ownership.
• Baillie Gifford & Co.: Holding 3,358,886 shares, representing 6.92% ownership.
• Capital World Investors: Holding 2,649,132 shares, representing 5.46% ownership.
• Jennison Associates LLC: Holding 1,544,934 shares, representing 3.18% ownership.

Examining recent changes in institutional ownership can provide insight into the evolving sentiment surrounding Penumbra, Inc. (PEN). Increases in holdings may indicate growing confidence in the company's prospects, while decreases could signal concerns about future performance.

Notable changes in ownership during the fourth quarter of 2024 include:

• Vanguard Group Inc: Increased its holdings by 2.1% during the fourth quarter of 2024. This suggests a strengthened confidence in Penumbra, Inc. (PEN)’s value and future performance.
• BlackRock Fund Advisors: Increased its holdings by 3.7% during the fourth quarter of 2024, reinforcing their position as a major institutional investor in Penumbra, Inc. (PEN).
• Baillie Gifford & Co.: Increased its holdings by 4.9% during the fourth quarter, indicating a bullish outlook on the company’s long-term growth potential.
• Capital World Investors: Reduced its holdings by 6.3% during the fourth quarter of 2024, possibly reflecting a shift in investment strategy or concerns about specific aspects of the company.
• Jennison Associates LLC: Increased its holdings by 1.2% during the fourth quarter, showing a positive, albeit more moderate, adjustment in their investment in Penumbra, Inc. (PEN).

Institutional investors play a crucial role in Penumbra, Inc. (PEN)’s stock price and overall strategy. Their trading activity can drive significant price movements, and their investment decisions often influence market sentiment. Companies with high institutional ownership may experience greater stability in their stock price due to the long-term investment horizons of many institutional holders.

Here is a detailed breakdown of Penumbra, Inc. (PEN)'s ownership structure:

For more in-depth information, you might find this resource helpful: Penumbra, Inc. (PEN): History, Ownership, Mission, How It Works & Makes Money.

The substantial institutional ownership in Penumbra, Inc. (PEN) highlights the importance of monitoring these investors' activities. Changes in their positions can provide valuable signals about the company's future prospects and potential investment opportunities.

Penumbra, Inc. (PEN) Key Investors and Their Impact on Penumbra, Inc. (PEN)

Understanding the investor profile of Penumbra, Inc. (PEN) provides valuable insights into the company's stability, growth potential, and market sentiment. Institutional investors, in particular, play a significant role in shaping the company's stock performance and influencing corporate decisions.

As of April 2025, 856 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 43,505,327 shares. This indicates a strong institutional presence in Penumbra, Inc. (PEN).

• Institutional Owners: 856
• Total Institutional Shares Held: 43,505,327

Institutional investors and hedge funds own 88.88% of Penumbra, Inc. (PEN)'s stock.

Here's a breakdown of some notable investors and their holdings:

These major holders can significantly influence [Company Name]'s stock price through large volume trades and long-term investment strategies. Their investment decisions often reflect their confidence in the company's future prospects.

Recent moves by institutional investors include:

• Alliancebernstein L.P. increased its holdings in Penumbra, Inc. (PEN) by 2.9% in the 4th quarter, owning 200,175 shares valued at $47,538,000.
• Norges Bank purchased a new position in Penumbra, Inc. (PEN) shares in the 4th quarter valued at approximately $54,396,000.
• Baillie Gifford & Co. increased its holdings by 23.4% in the fourth quarter and now owns 730,233 shares valued at $173,416,000.
• Allspring Global Investments Holdings LLC lifted its position by 39.8% during the 4th quarter, now owning 299,397 shares valued at $71,831,000.
• WCM Investment Management LLC purchased a new stake in Penumbra, Inc. (PEN) during the 4th quarter worth approximately $13,451,000.
• Wilmington Savings Fund Society FSB acquired a new stake in Penumbra, Inc. (PEN) in the 3rd quarter worth approximately $6,995,000.

Conversely, some institutions have reduced their positions. For example, Price T Rowe Associates Inc /MD/ decreased their shares by -36.21%.

Activist investors can sometimes play a role in [Company Name]'s trajectory, though there are no recent reports of activist investors taking significant positions. However, it's worth noting that in the past, Penumbra, Inc. (PEN) has faced allegations from short-sellers, such as Quintessential Capital Management, which raised questions about the company's clinical research. The company has refuted these allegations, affirming its commitment to integrity and transparency.

Insider activity can also provide insights. Director Bridget O'Rourke sold 50 shares of Penumbra, Inc. (PEN) stock on April 15, 2025, at an average price of $271.21 per share, totaling $13,560. CEO Adam Elsesser sold 16,565 shares on April 2nd at an average price of $272.24, for a total of $4,509,655.60.

It's also important to consider the influence of insider ownership. As of early 2025:

• Walter Charles Wang owns 1.48M shares, representing 3.86% of the company.
• Adam Elsesser owns 890,077 shares.

In August 2024, Penumbra, Inc. (PEN) announced that its Board of Directors approved a share repurchase authorization of up to $200 million, expiring on July 31, 2025. This indicates a belief that the company's stock may be undervalued.

For further insights into Penumbra, Inc. (PEN)'s financial health, consider exploring this resource: Breaking Down Penumbra, Inc. (PEN) Financial Health: Key Insights for Investors

Penumbra, Inc. (PEN) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to Penumbra, Inc. (PEN) is crucial for assessing the company's current position and future prospects. Recent market behaviors and analyst perspectives provide valuable insights into how major shareholders influence the stock's performance.

Investor sentiment toward Penumbra, Inc. (PEN) can be gauged by analyzing the trading activity of major shareholders. While specific sentiments (positive, neutral, or negative) can fluctuate, significant changes in ownership often correlate with shifts in investor confidence. For example, increased buying activity by institutional investors might signal a positive outlook, whereas substantial selling could indicate concerns about the company's performance or future prospects.

Recent market reactions to changes in ownership or large investor moves can significantly impact Penumbra, Inc. (PEN)'s stock price. Positive reactions typically manifest as a stock price increase following news of a major investor taking a larger stake in the company. Conversely, a significant sell-off by a major shareholder can lead to a decline in the stock price. These reactions reflect the market's interpretation of how these moves will affect the company's stability and growth potential.

Analyst perspectives play a vital role in interpreting the impact of key investors on Penumbra, Inc. (PEN)'s future. Analysts often provide commentary on how changes in the shareholder base might influence the company's strategic direction, financial performance, and overall market position. These insights can help investors understand the long-term implications of ownership changes.

Key aspects of investor sentiment and market reactions include:

• Institutional Ownership: The percentage of shares held by institutions such as mutual funds, pension funds, and hedge funds. A high percentage may indicate confidence in the company's long-term prospects.
• Trading Volume: Significant increases in trading volume can signal heightened investor interest or concern, often coinciding with major news or events.
• Stock Price Volatility: Monitoring the stock's price fluctuations can provide insights into how sensitive the market is to changes in investor sentiment.
• Analyst Ratings: Changes in analyst ratings (e.g., upgrades or downgrades) can influence investor perception and market reactions.

To illustrate the kind of data that would be relevant, consider the following hypothetical scenario:

Keeping track of these dynamics helps stakeholders gauge the overall health and trajectory of Penumbra, Inc. (PEN) in the market. More information about the company can be found here: Mission Statement, Vision, & Core Values of Penumbra, Inc. (PEN).