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PennyMac Financial
PFSI

Overview Fund Activity

192 hedge funds and large institutions have $2.59B invested in PennyMac Financial in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 23 closing their positions.

Holders
192
Holders Change
+17
Holders Change %
+9.71%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
68
Reduced
58
Closed
23
Calls
$85.4M
Puts
$175M
Net Calls
-$89.6M
Net Calls Change
-$26M

Top Buyers

1
Invesco
1
Invesco
Georgia
$85.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.1M
3
Norges Bank
3
Norges Bank
Norway
$31.3M
4
Boston Partners
4
Boston Partners
Massachusetts
$28.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$60M

Top Sellers

1
SM
1
Senvest Management
New York
$105M
2
Millennium Management
2
Millennium Management
New York
$4.74M
3
BCM
3
Basswood Capital Management
New York
$30.3M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$7.07M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$434M 4,912,601 +75,954 +2%
MP
2
MFN Partners
Massachusetts
$400M 4,531,792 – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$238M 2,691,512 +70,178 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$231M 2,610,041 +19,748 +0.8%
BlackRock
5
BlackRock
New York
$192M 2,168,048 +188,197 +10%
SM
6
Senvest Management
New York
$105M 1,183,151 -1,427,789 -55%
Invesco
7
Invesco
Georgia
$85.4M 966,112 +475,815 +97%
State Street
8
State Street
Massachusetts
$74.4M 842,125 +57,810 +7%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$63.1M 713,707 +392,972 +123%
Citadel Advisors
10
Citadel Advisors
Florida
$60M 678,628 +234,171 +53%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$51.2M 579,268 +26,018 +5%
Charles Schwab
12
Charles Schwab
California
$35.1M 396,745 +3,947 +1%
Northern Trust
13
Northern Trust
Illinois
$34.6M 391,127 -8,081 -2%
EIP
14
Epoch Investment Partners
New York
$34.2M 387,341 -37,786 -9%
Goldman Sachs
15
Goldman Sachs
New York
$32.5M 368,097 +27,701 +8%
Norges Bank
16
Norges Bank
Norway
$31.3M 353,716 +337,249 +2,048%
BCM
17
Basswood Capital Management
New York
$30.3M 342,380 -149,270 -30%
Boston Partners
18
Boston Partners
Massachusetts
$28.2M 319,623 +319,623 New
Morgan Stanley
19
Morgan Stanley
New York
$27.4M 309,568 +191,346 +162%
CC
20
Conversant Capital
New Jersey
$26.5M 300,000 +175,000 +140%
American Century Companies
21
American Century Companies
Missouri
$26.1M 294,823 +17,180 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$16.2M 183,085 -51,401 -22%
Principal Financial Group
23
Principal Financial Group
Iowa
$14.4M 162,541 +50,877 +46%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$13.7M 154,850 -31,743 -17%
AllianceBernstein
25
AllianceBernstein
Tennessee
$13.1M 148,593 -2,698 -2%
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