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PennyMac Financial
PFSI

Overview Fund Activity

175 hedge funds and large institutions have $1.91B invested in PennyMac Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 21 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
28
Increased
54
Reduced
59
Closed
21
Calls
$59.9M
Puts
$124M
Net Calls
-$63.6M
Net Calls Change
+$48M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$17.2M
2
Millennium Management
2
Millennium Management
New York
$15.2M
3
Invesco
3
Invesco
Georgia
$32.7M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$3.66M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.37M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$28.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$29.6M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$322M
4
Man Group
4
Man Group
United Kingdom
$10.5M
5
SM
5
Senvest Management
New York
$174M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$2.66M 39,908 -22,265 -36%
Legal & General Group
52
Legal & General Group
United Kingdom
$2.58M 38,740 +2,473 +7%
State of New Jersey Common Pension Fund D
53
State of New Jersey Common Pension Fund D
New Jersey
$2.35M 35,308 -2,768 -7%
SDIC
54
South Dakota Investment Council
South Dakota
$2.16M 32,439 – –
EOJOAM
55
E. Ohman J:or Asset Management
Sweden
$2.15M 32,211 -2,300 -7%
QCM
56
QRG Capital Management
Illinois
$2.04M 30,642 +30,642 New
MWM
57
Moran Wealth Management
Florida
$2.02M 30,325 +415 +1%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.85M 27,730 +4,225 +18%
AQR Capital Management
59
AQR Capital Management
Connecticut
$1.81M 27,239 +102 +0.4%
Jane Street
60
Jane Street
New York
$1.79M 26,947 +7,313 +37%
LSV Asset Management
61
LSV Asset Management
Illinois
$1.75M 26,212 -27,000 -51%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.64M 24,681 +10,697 +76%
KPF
63
K2 Principal Fund
Ontario, Canada
$1.64M 24,644 -31,729 -56%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$1.61M 24,171 -4,606 -16%
PVM
65
Palogic Value Management
Texas
$1.57M 23,603 -12,500 -35%
Canada Life
66
Canada Life
Manitoba, Canada
$1.34M 20,091 +3,231 +19%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$1.31M 19,750 +2 +0%
DWM
68
Dakota Wealth Management
Florida
$1.31M 19,721 +19,721 New
GCM
69
Graham Capital Management
Connecticut
$1.24M 18,573 +18,573 New
Prudential Financial
70
Prudential Financial
New Jersey
$1.22M 18,388 -25,859 -58%
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$1.22M 18,350 – –
EI
72
EAM Investors
California
$1.18M 17,656 +17,656 New
Ameriprise
73
Ameriprise
Minnesota
$1.16M 17,373 +17,373 New
Two Sigma Investments
74
Two Sigma Investments
New York
$1.14M 17,100 +400 +2%
Norges Bank
75
Norges Bank
Norway
$1.1M 16,467 – –
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