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PennyMac Financial
PFSI

Overview Fund Activity

200 hedge funds and large institutions have $3.13B invested in PennyMac Financial in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 30 closing their positions.

Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
2.72%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
28
Increased
70
Reduced
71
Closed
30
Calls
$102M
Puts
$98.9M
Net Calls
+$2.67M
Net Calls Change
-$5.12M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$92.8M
2
Millennium Management
2
Millennium Management
New York
$77.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$21.8M
4
Bank of America
4
Bank of America
North Carolina
$21M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$18.7M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
RCMNY
2
Rubric Capital Management (New York)
New York
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$195M
4
BlackRock
4
BlackRock
New York
$214M
5
EIP
5
Epoch Investment Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MP
1
MFN Partners
Massachusetts
$454M 4,531,792 – –
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$429M 4,289,819 +24,055 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$288M 2,872,637 -13,943 -0.5%
BlackRock
4
BlackRock
New York
$214M 2,142,544 -140,266 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$195M 1,950,300 -199,285 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$127M 1,273,227 -32,624 -2%
Invesco
7
Invesco
Georgia
$124M 1,237,118 +53,660 +5%
State Street
8
State Street
Massachusetts
$93.2M 931,051 -66,976 -7%
OAG
9
Orbis Allan Gray
Bermuda
$92.8M 926,775 +757,489 +447%
SM
10
Senvest Management
New York
$88.6M 884,929 -103,233 -10%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$88M 879,327 +71,189 +9%
Millennium Management
12
Millennium Management
New York
$77.2M 771,605 +253,031 +49%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$68.2M 680,633 +22,074 +3%
Goldman Sachs
14
Goldman Sachs
New York
$63.6M 635,232 -43,226 -6%
BCM
15
Basswood Capital Management
New York
$53.9M 538,467 +81,593 +18%
Boston Partners
16
Boston Partners
Massachusetts
$48.9M 490,906 -6,174 -1%
Charles Schwab
17
Charles Schwab
California
$45.8M 457,234 +3,424 +0.8%
American Century Companies
18
American Century Companies
Missouri
$34.8M 347,161 -6,470 -2%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$31.3M 312,685 -7,565 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$29.1M 290,235 +91,338 +46%
Northern Trust
21
Northern Trust
Illinois
$28.1M 280,661 -7,079 -2%
Ameriprise
22
Ameriprise
Minnesota
$28M 279,406 +100,523 +56%
CC
23
Conversant Capital
New Jersey
$24.4M 244,150 +49,000 +25%
Citadel Advisors
24
Citadel Advisors
Florida
$21.8M 217,598 +211,036 +3,216%
PCM
25
Palisade Capital Management
New Jersey
$21.3M 213,083 -1,821 -0.8%
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