Question 1

Which hedge funds and institutional investors hold PEN?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for PEN shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for PEN whale holdings?

Accepted Answer

Conviction level reflects how significant PEN is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to PEN, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for PEN?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about PEN?

Accepted Answer

QoQ changes for PEN show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	1.2M	$389.4M	0.0%	$2896.4B
Millennium	1.1M	$360.6M	0.2%	$240.3B
Balyasny	762.1K	$250.2M	0.3%	$77.1B
Invesco	496.5K	$163.0M	0.0%	$653.3B
ExodusPoint	465.2K	$152.8M	1.2%	$12.4B
Capital World	450.8K	$148.0M	0.0%	$732.9B
Tudor	411.1K	$135.0M	0.3%	$53.9B
Arrowstreet	400.2K	$131.4M	0.1%	$184.8B
Neuberger Berman (Eisman)	303.6K	$99.7M	0.1%	$131.4B
Hudson Bay	274.3K	$90.1M	0.3%	$29.0B
Soros Fund	203.4K	$66.8M	0.7%	$9.1B
Caxton	184.7K	$60.6M	1.4%	$4.4B
Geode Capital	143.6K	$47.2M	0.0%	$1607.5B
Adage Capital	135.0K	$44.3M	0.1%	$64.8B
ClearBridge	97.1K	$31.9M	0.0%	$114.9B
American Century	70.0K	$23.0M	0.0%	$194.3B
Two Sigma	58.2K	$19.1M	0.0%	$123.9B
Citadel	57.4K	$18.9M	0.0%	$618.5B
Sculptor	57.0K	$18.7M	0.2%	$9.6B
Gabelli	56.6K	$18.6M	0.1%	$14.8B
Millennium	48.0K	$15.8M	0.0%	$240.3B
BlackRock	38.4K	$12.6M	0.0%	$5723.5B
Citadel	29.6K	$9.7M	0.0%	$618.5B
PRIMECAP	26.3K	$8.6M	0.0%	$127.0B
Moore Capital	25.0K	$8.2M	0.2%	$4.9B
DFA	23.8K	$7.8M	0.0%	$481.4B
Citadel	20.4K	$6.7M	0.0%	$618.5B
Man Group	18.5K	$6.1M	0.0%	$55.1B
Marshall Wace	15.1K	$5.0M	0.0%	$100.4B
Franklin Templeton	10.9K	$3.6M	0.0%	$408.3B
Baillie Gifford	10.6K	$3.5M	0.0%	$97.9B
Bridgewater	10.0K	$3.3M	0.0%	$22.4B
Gotham Asset	8.9K	$2.9M	0.0%	$32.7B
Renaissance Tech	2.2K	$709K	0.0%	$63.9B
Wellington	1.9K	$610K	0.0%	$535.5B
AQR Capital	1.3K	$441K	0.0%	$218.4B
GMO	1.1K	$378K	0.0%	$39.1B
DE Shaw	942	$309K	0.0%	$166.3B
Schonfeld	918	$301K	0.0%	$14.2B
Fidelity (FMR)	419	$138K	—	$1898.4B
Northern Trust	43	$14K	—	$756.6B

PEN

Who Holds PEN

Changes This Quarter