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PennyMac Financial
PFSI

Overview Fund Activity

200 hedge funds and large institutions have $3.45B invested in PennyMac Financial in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 24 closing their positions.

Holders
200
Holders Change
+17
Holders Change %
+9.29%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
42
Increased
69
Reduced
57
Closed
24
Calls
$129M
Puts
$110M
Net Calls
+$18.4M
Net Calls Change
+$22.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$37.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$107M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$24.6M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$21.9M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$256M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$511M
5
SM
5
Senvest Management
New York
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
MP
1
MFN Partners
Massachusetts
$516M 4,531,792 – –
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$511M 4,480,193 -157,079 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$306M 2,686,913 +31,756 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$256M 2,249,934 -222,030 -9%
BlackRock
5
BlackRock
New York
$252M 2,212,174 +11,899 +0.5%
Invesco
6
Invesco
Georgia
$134M 1,179,931 +134,236 +13%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$133M 1,166,998 +815,389 +232%
SM
8
Senvest Management
New York
$113M 989,062 -120,069 -11%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$109M 954,713 +21,751 +2%
Goldman Sachs
10
Goldman Sachs
New York
$107M 934,712 +278,363 +42%
State Street
11
State Street
Massachusetts
$104M 911,741 +51,777 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$73.8M 647,764 +19,662 +3%
BCM
13
Basswood Capital Management
New York
$52.2M 458,332 +165 +0%
Charles Schwab
14
Charles Schwab
California
$51M 447,351 +31,035 +7%
Northern Trust
15
Northern Trust
Illinois
$42.4M 372,321 +12,310 +3%
American Century Companies
16
American Century Companies
Missouri
$39M 341,866 -6,113 -2%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$37.5M 329,326 +329,326 New
Boston Partners
18
Boston Partners
Massachusetts
$37.3M 331,083 +33,967 +11%
Millennium Management
19
Millennium Management
New York
$28.9M 253,618 +4,581 +2%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$24.6M 216,228 +216,228 New
CC
21
Conversant Capital
New Jersey
$22.8M 200,000 -99,000 -33%
PFMOSF
22
Philadelphia Financial Management of San Francisco
California
$21.9M 192,066 +192,066 New
Morgan Stanley
23
Morgan Stanley
New York
$20.3M 178,496 +17,896 +11%
Ameriprise
24
Ameriprise
Minnesota
$20.3M 178,123 -17,025 -9%
PCM
25
Palisade Capital Management
New Jersey
$19.1M 167,374 +73,503 +78%
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