Skip to main content

PennyMac Financial Services, Inc.

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

No open-market purchases or sales by PennyMac Financial Services, Inc. insiders were filed in the last 90 days; 230 institutions reported holding it in 13F filings for Q2 2026, worth $2.93B in total; no superinvestor holds it.

Q1 2022 vs. Q4 2021

How the institutions holding PennyMac Financial Services, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of PFSI: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders2053185−17
Shares30.4M11.7K31.8M+1.47M (+4.9%)
Value$2.12B$819.0K$1.69B−$424.9M (−20.1%)

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held PennyMac Financial Services, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to PFSI in Q1 2022
InstitutionSharesValue% of portfolio
Epoch Investment Partners, Inc.593,268$31.6M0.15%
Group One Trading, L.P.180,311$9.59M0.21%
Schroder Investment Management Group139,280$7.56M0.01%
Saba Capital Management, L.P.64,480$3.43M0.06%
Amundi69,426$3.27M0.00%
Duality Advisers, LP16,066$855.0K0.09%
Trexquant Investment LP10,704$569.0K0.03%
Almitas Capital LLC10,634$566.0K0.34%
Acadian Asset Management LLC9,765$519.0K0.00%
State of Wisconsin Investment Board9,200$489.0K0.00%
Parallax Volatility Advisers, L.P.5,803$309.0K0.01%
Quantbot Technologies LP5,282$281.0K0.02%
Vise Technologies, Inc.5,195$276.0K0.10%
Pearl River Capital, LLC4,355$232.0K0.06%
Ergoteles LLC4,001$213.0K0.01%
Amalgamated Financial Corp.3,770$201.0K0.00%
Nomura Asset Management Co Ltd320$17.0K0.00%
Money Concepts Capital Corp32$2.00K0.00%
Lindbrook Capital, LLC30$2.00K0.00%
Moisand Fitzgerald Tamayo, LLC19$1.00K0.00%
Cordant, Inc.14$1.00K0.00%
Hexagon Capital Partners LLC10$1.00K0.00%
CWM, LLC3$00.00%
Disciplined Investments, LLC6$00.00%
SJS Investment Consulting Inc.1$00.00%

Sold out (42)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of PFSI in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Clough Capital Partners L P1,143,540$79.8M
Two Sigma Investments, LP156,583$10.9M
CTF Capital Management, LP130,476$9.11M
Susquehanna Fundamental Investments, LLC67,630$4.72M
Weiss Multi-Strategy Advisers LLC66,631$4.65M
Jump Financial, LLC51,700$3.61M
Hennessy Advisors Inc43,800$3.06M
Symmetry Investments LP37,400$2.61M
HAP Trading, LLC29,326$2.05M
Capital Fund Management S.A.26,533$1.85M
Sciencast Management LP14,974$1.04M
UBS Oconnor LLC12,900$900.0K
Virginia Retirement Systems Et Al12,000$837.0K
O'Shaughnessy Asset Management, LLC11,029$770.0K
Mercer Global Advisors Inc10,384$725.0K
Lingohr & Partner Asset Management GmbH7,044$497.0K
Raymond James Financial Services Advisors, Inc.6,917$483.0K
Cutler Group LP6,830$476.0K
First Quadrant L P6,800$475.0K
Tudor Investment Corp Et Al5,756$402.0K
Virtu Financial LLC5,038$352.0K
Stonehage Fleming Financial Services Holdings Ltd5,000$348.0K
Triasima Portfolio Management inc.4,630$323.0K
Pluribus Labs, LLC4,294$300.0K
Boothbay Fund Management, LLC4,213$294.0K
Quadrature Capital Ltd4,081$285.0K
XTX Topco Ltd4,085$285.0K
Caxton Associates LP3,819$266.0K
Delphia (USA) Inc.3,513$245.0K
Pictet Asset Management SA3,429$239.0K
Navellier & Associates Inc3,300$230.0K
Maverick Capital LtdSuperinvestorMaverick Capital1,900$133.0K
CenterStar Asset Management, LLC–$65.0K
Point72 Hong Kong Ltd829$58.0K
Aquatic Capital Management LLC600$42.0K
Signet Financial Management, LLC564$39.0K
Counterpoint Mutual Funds LLC377$26.0K
Harvest Fund Management Co., Ltd166$11.0K
TFC Financial Management85$6.00K
Trustcore Financial Services, LLC73$5.00K
First Horizon Advisors, Inc.29$2.00K
Cambridge Trust Co7$0

Not filed for Q1 2022 yet (3)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
AlphaCentric Advisors LLC11,699$816.0K
Harbour Investments, Inc.35$2.00K
Bell Investment Advisors, Inc8$1.00K