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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.

Q4 2022 vs. Q3 2022

How the institutions holding PennyMac Financial Services, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of PFSI: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1692179+12
Shares29.4M3.74K28.6M−851.4K (−2.9%)
Value$1.27B$160.0K$1.62B+$348.5M (+27.4%)

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held PennyMac Financial Services, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to PFSI in Q4 2022
InstitutionSharesValue% of portfolio
Walleye Capital LLC150,486$8.53M0.19%
Alyeska Investment Group, L.P.148,903$8.44M0.09%
Palogic Value Management, L.P.85,000$4.82M2.51%
Occudo Quantitative Strategies LP47,018$2.66M0.31%
Vident Investment Advisory, LLC43,968$2.49M0.09%
Weiss Multi-Strategy Advisers LLC39,568$2.24M0.06%
HRT Financial LP33,348$1.89M0.03%
South Dakota Investment Council30,000$1.70M0.04%
PEAK6 Investments LLC25,948$1.47M0.08%
Duality Advisers, LP23,750$1.35M0.15%
FJ Capital Management LLC17,102$969.0K0.12%
Capula Management Ltd16,760$949.6K0.10%
Moran Wealth Management, LLC16,533$936.8K0.04%
TCW Group Inc14,737$835.0K0.01%
Ergoteles LLC13,763$779.8K0.03%
Citadel Advisors LLC13,644$773.1K0.00%
EMG Holdings, L.P.11,797$668.4K0.57%
Two Sigma Investments, LP8,900$504.3K0.00%
Walleye Trading LLC8,014$454.1K0.01%
Hancock Whitney Corp7,573$429.0K0.02%
Pictet Asset Management SA5,270$299.0K0.00%
Mercer Global Advisors Inc5,106$289.0K0.00%
Gotham Asset Management, LLC4,559$258.3K0.01%
Axq Capital, LP4,477$253.7K0.18%
HighVista Strategies LLC3,840$217.6K0.13%
Nations Financial Group Inc,3,758$212.9K0.02%
Quantbot Technologies LP2,671$151.3K0.01%
Spire Wealth Management124$7.00K0.00%
Money Concepts Capital Corp32$1.81K0.00%
RFP Financial Group LLC24$1.36K0.00%
Comerica Securities,inc.15$8500.00%
AdvisorNet Financial, Inc9$5100.00%
Baker Avenue Asset Management, LP9$5100.00%
Farther Finance Advisors, LLC8$4530.00%
Tfo-TDC, LLC4$1850.00%
Steward Financial Group LLC15$00.00%

Sold out (24)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of PFSI in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Steadfast Capital Management LP265,586$11.4M
Twinbeech Capital LP97,959$4.20M
Brookfield Asset Management Inc.89,975$3.86M
UBS Oconnor LLC79,118$3.39M
Saba Capital Management, L.P.54,393$2.33M
Gratia Capital, LLC48,458$2.08M
AlphaCrest Capital Management LLC37,036$1.59M
Trexquant Investment LP25,710$1.10M
ExodusPoint Capital Management, LP22,518$966.0K
Engineers Gate Manager LP19,281$827.0K
Wolverine Trading, LLC13,631$605.0K
FORA Capital, LLC10,584$454.0K
Y-Intercept (Hong Kong) Ltd9,762$418.8K
ETF Managers Group, LLC8,475$364.0K
Algert Global LLC8,379$359.0K
D. E. Shaw & Co., Inc.7,994$343.0K
Squarepoint Ops LLC7,706$331.0K
Renaissance Technologies LLC7,600$326.0K
Foster & Motley Inc6,661$286.0K
Handelsbanken Fonder AB5,800$249.0K
Macquarie Group Ltd1,519$104.0K
Nomura Holdings Inc636$27.0K
Federated Hermes, Inc.380$16.0K
Meeder Asset Management Inc62$3.00K

Not filed for Q4 2022 yet (2)

Institutions that held PennyMac Financial Services, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFSI in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
American Portfolios Advisors2,703$116.0K
Wipfli Financial Advisors LLC,1,035$44.0K