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PennyMac Financial Services, Inc.

PFSI
Exchange
NYSE
Industry
Mortgage Bankers & Loan Correspondents
SEC CIK
0001745916

In the last 90 days, PennyMac Financial Services, Inc. insiders filed 0 open-market purchases and 1 sale; 230 institutions reported holding it in 13F filings for Q2 2026, worth $2.93B in total; no superinvestor holds it.

Q2 2021 vs. Q1 2021

How the institutions holding PennyMac Financial Services, Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of PFSI: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders2301201−28
Shares34.0M67.3K32.9M−974.9K (−2.9%)
Value$2.27B$4.50M$2.03B−$233.2M (−10.3%)

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held PennyMac Financial Services, Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to PFSI in Q2 2021
InstitutionSharesValue% of portfolio
BlueCrest Capital Management Ltd318,812$19.7M0.63%
Marshall Wace North America L.P.190,727$11.8M0.05%
Kettle Hill Capital Management, LLC129,100$7.97M1.41%
Weiss Multi-Strategy Advisers LLC117,224$7.24M0.17%
Cooperman Leon G100,225$6.19M0.35%
Group One Trading, L.P.72,476$4.47M0.09%
Cutler Group LP51,790$3.20M0.24%
PEAK6 Investments LLC34,645$2.14M0.06%
Healthcare of Ontario Pension Plan Trust Fund32,600$2.01M0.00%
HAP Trading, LLC31,233$1.93M0.12%
UBS Oconnor LLC30,000$1.85M0.02%
Holocene Advisors, LP25,490$1.57M0.01%
Wolverine Trading, LLC24,556$1.55M0.04%
Simplex Trading, LLC21,075$1.30M0.05%
Paloma Partners Management Co18,471$1.14M0.03%
Blueshift Asset Management, LLC18,185$1.12M0.06%
HRT Financial LP16,461$1.01M0.01%
Qube Research & Technologies Ltd15,554$960.0K0.01%
Dark Forest Capital Management LP13,483$832.0K0.36%
Quadrature Capital Ltd9,020$557.0K0.02%
Squarepoint Ops LLC6,670$412.0K0.00%
Nomura Holdings Inc6,500$402.0K0.00%
State of Wyoming5,111$315.0K0.20%
HSBC Holdings PLC4,932$307.0K0.00%
Bridgefront Capital, LLC4,137$255.0K0.10%
Magnetar Financial LLC3,975$245.0K0.00%
FORA Capital, LLC3,053$188.0K0.03%
NN Investment Partners Holdings N.V.2,100$130.0K0.00%
AlphaCentric Advisors LLC1,351$83.0K0.02%
Canada Pension Plan Investment Board785$48.0K0.00%
D'Orazio & Associates, Inc.300$19.0K0.00%
Counterpoint Mutual Funds LLC207$13.0K0.01%
Wealth Quarterback LLC145$9.00K0.01%
Farmers & Merchants Investments Inc42$3.00K0.00%
Lee Financial Co48$3.00K0.00%
Harbour Investments, Inc.35$2.00K0.00%
Patriot Financial Group Insurance Agency, LLC9$1.00K0.00%
Trustcore Financial Services, LLC21$1.00K0.00%
Private Capital Group, LLC15$1.00K0.00%

Sold out (67)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of PFSI in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Arrowstreet Capital, Limited Partnership460,647$30.8M
OCO Capital Partners, L.P.150,000$10.0M
No Street GP LP150,000$10.0M
Kennedy Capital Management, Inc.123,187$8.24M
AXA S.A.96,777$6.47M
Philadelphia Financial Management of San Francisco, LLC92,047$6.16M
Beacon Harbor Wealth Advisors, Inc.71,502$4.78M
Panagora Asset Management Inc66,274$4.43M
California Public Employees Retirement System64,659$4.32M
Clark Capital Management Group, Inc.48,549$3.25M
Zacks Investment Management39,525$2.64M
Strategic Global Advisors, LLC38,274$2.56M
Virginia Retirement Systems Et Al28,900$1.93M
ETF Managers Group, LLC25,778$1.73M
Full18 Capital LLC28,791$1.67M
Massachusetts Financial Services Co22,850$1.53M
FJ Capital Management LLC22,700$1.52M
M&G Investment Management Ltd22,646$1.52M
Algert Global LLC21,927$1.47M
Balyasny Asset Management LLC19,375$1.30M
Meeder Asset Management Inc19,229$1.29M
Creative Planning18,087$1.21M
Ativo Capital Management LLC17,534$1.17M
Truist Financial Corp16,552$1.11M
Affinity Investment Advisors, LLC16,557$1.11M
Jackson Creek Investment Advisors LLC16,443$1.10M
Renaissance Group LLC15,571$1.04M
CIBC World Markets Inc.15,413$1.03M
Skandinaviska Enskilda Banken AB (publ)15,100$1.01M
CWM Advisors, LLC12,483$835.0K
Wakefield Asset Management LLLP11,882$795.0K
Martingale Asset Management L P11,817$791.0K
Raymond James & Associates10,971$734.0K
Jump Financial, LLC10,129$677.0K
Los Angeles Capital Management LLC9,572$640.0K
First Hawaiian Bank9,155$612.0K
Tru Independence Asset Management 2, LLC8,730$584.0K
Quantbot Technologies LP8,159$545.0K
Occudo Quantitative Strategies LP7,811$522.0K
Symphony Financial, Ltd. Co.8,600$515.0K
Campbell & CO Investment Adviser LLC6,663$446.0K
Grantham, Mayo, Van Otterloo & Co. LLC6,141$411.0K
XTX Topco Ltd5,959$398.0K
Lebenthal Global Advisors, LLC5,755$384.0K
Centiva Capital, LP5,685$380.0K
Bayesian Capital Management, LP5,100$341.0K
Federated Hermes, Inc.4,801$321.0K
Versor Investments LP4,761$318.0K
Diversified Trust Co3,744$250.0K
Y-Intercept (Hong Kong) Ltd3,342$224.0K
Shell Asset Management Co3,286$220.0K
Redhawk Wealth Advisors, Inc.3,284$220.0K
Oberweis Asset Management Inc3,100$207.0K
Bank of Montreal1,182$70.0K
C M Bidwell & Associates Ltd1,035$69.0K
Nisa Investment Advisors, LLC1,000$67.0K
Quadrant Capital Group LLC460$31.0K
Ameritas Investment Company, LLC308$20.6K
Pacifica Partners Inc.250$16.0K
Sowell Financial Services LLC174$10.0K
Versant Capital Management, Inc129$9.00K
Proequities, Inc.106$7.00K
Eudaimonia Partners, LLC100$7.00K
Robbins Farley LLC100$6.00K
Signaturefd, LLC60$4.00K
Assetmark, Inc12$1.00K
Plante Moran Financial Advisors, LLC21$1.00K

Not filed for Q2 2021 yet (1)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.67,342$4.50M