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PennyMac Financial
PFSI

Overview Fund Activity

205 hedge funds and large institutions have $3.11B invested in PennyMac Financial in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 30 closing their positions.

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
36
Increased
59
Reduced
81
Closed
30
Calls
$127M
Puts
$119M
Net Calls
+$7.79M
Net Calls Change
-$10.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$38M
2
Millennium Management
2
Millennium Management
New York
$53M
3
RCMNY
3
Rubric Capital Management (New York)
New York
$20.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$295M
5
OAG
5
Orbis Allan Gray
Bermuda
$17.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$69.3M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$10M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$436M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MP
1
MFN Partners
Massachusetts
$463M 4,531,792 – –
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$436M 4,265,764 -214,429 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$295M 2,886,580 +199,667 +7%
BlackRock
4
BlackRock
New York
$233M 2,282,810 +70,636 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$220M 2,149,585 -100,349 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$133M 1,305,851 +138,853 +12%
Invesco
7
Invesco
Georgia
$121M 1,183,458 +3,527 +0.3%
State Street
8
State Street
Massachusetts
$102M 998,027 +86,286 +9%
SM
9
Senvest Management
New York
$101M 988,162 -900 -0.1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$82.5M 808,138 -146,575 -15%
Goldman Sachs
11
Goldman Sachs
New York
$69.3M 678,458 -256,254 -27%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$67.3M 658,559 +10,795 +2%
Millennium Management
13
Millennium Management
New York
$53M 518,574 +264,956 +104%
Boston Partners
14
Boston Partners
Massachusetts
$51.3M 497,080 +165,997 +50%
BCM
15
Basswood Capital Management
New York
$46.7M 456,874 -1,458 -0.3%
Charles Schwab
16
Charles Schwab
California
$46.4M 453,810 +6,459 +1%
Norges Bank
17
Norges Bank
Norway
$38M 372,074 +372,074 New
American Century Companies
18
American Century Companies
Missouri
$36.1M 353,631 +11,765 +3%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$32.7M 320,250 +104,022 +48%
Northern Trust
20
Northern Trust
Illinois
$29.4M 287,740 -84,581 -23%
PCM
21
Palisade Capital Management
New Jersey
$22M 214,904 +47,530 +28%
RCMNY
22
Rubric Capital Management (New York)
New York
$20.4M 200,000 +200,000 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$20.3M 198,897 +36,800 +23%
CC
24
Conversant Capital
New Jersey
$19.9M 195,150 -4,850 -2%
Ameriprise
25
Ameriprise
Minnesota
$18.3M 178,883 +760 +0.4%
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