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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 %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$628K 9,429 +1,767 +23%
CCIA
102
Campbell & Co Investment Adviser
Maryland
$622K 9,341 +9,341 New
ACM
103
Aquatic Capital Management
Illinois
$546K 8,200 +8,200 New
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$538K 8,076 +944 +13%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$510K 7,663 -1,176 -13%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$507K 7,591 +1,931 +34%
SEI Investments
107
SEI Investments
Pennsylvania
$489K 7,340 +7,340 New
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$485K 7,283 +30 +0.4%
HF
109
HRT Financial
New York
$482K 7,238 -2,235 -24%
EH
110
EMG Holdings
Connecticut
$451K 6,774 -13,360 -66%
NYLIM
111
New York Life Investment Management
New York
$397K 5,963 -955 -14%
CANY
112
Caxton Associates (New York)
New York
$391K 5,874 +206 +4%
OCM
113
One Capital Management
California
$376K 5,642 – –
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$368K 5,531 -890 -14%
Wolverine Trading
115
Wolverine Trading
Illinois
$362K 5,433 +5,433 New
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$353K 5,300 – –
Pictet Asset Management
117
Pictet Asset Management
Switzerland
$351K 5,270 +5,270 New
Osaic Holdings
118
Osaic Holdings
Arizona
$338K 5,082 +487 +11%
Verition Fund Management
119
Verition Fund Management
Connecticut
$326K 4,901 +4,901 New
HW
120
Hancock Whitney
Mississippi
$326K 4,889 -127 -3%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$311K 4,666 -7,607 -62%
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$306K 4,600 +1,200 +35%
VT
123
Vise Technologies
New York
$290K 4,360 -1,568 -26%
FC
124
FORA Capital
Florida
$279K 4,192 +4,192 New
Citigroup
125
Citigroup
New York
$271K 4,074 -17,579 -81%
3 4
5
6 7