PennyMac Financial Services, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MFN PARTNERS MANAGEMENT, LP | 11/13/2024 | 4.53 M | $516.49 M | 0.00% | 8.85% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 4.48 M | $510.61 M | -3.39% | 8.75% |
| VANGUARD GROUP INC | 11/13/2024 | 2.69 M | $306.23 M | 1.20% | 5.25% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.25 M | $256.42 M | -8.98% | 4.40% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.21 M | $252.12 M | 100.00% | 4.32% |
| INVESCO LTD. | 11/12/2024 | 1.18 M | $134.48 M | 12.84% | 2.31% |
| FMR LLC | 11/13/2024 | 1.17 M | $133.00 M | 231.90% | 2.28% |
| SENVEST MANAGEMENT, LLC | 11/12/2024 | 989,062 | $112.72 M | -10.83% | 1.93% |
| JPMORGAN CHASE & CO | 12/26/2024 | 954,713 | $108.81 M | 2.33% | 1.87% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 934,712 | $106.53 M | 42.41% | 1.83% |
| STATE STREET CORP | 11/14/2024 | 911,741 | $103.91 M | 6.02% | 1.78% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 647,764 | $73.84 M | 3.13% | 1.27% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2024 | 458,332 | $52.24 M | 0.04% | 0.90% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 447,351 | $50.98 M | 7.45% | 0.87% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 341,866 | $38.96 M | -1.76% | 0.67% |
| BOSTON PARTNERS | 11/12/2024 | 331,083 | $37.30 M | 11.43% | 0.65% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/14/2024 | 329,326 | $37.53 M | 100.00% | 0.64% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 253,618 | $28.90 M | 1.84% | 0.50% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 231,000 | $26.33 M | 253.75% | 0.45% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 220,300 | $25.11 M | 98.83% | 0.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 219,500 | $25.02 M | 102.68% | 0.43% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 216,228 | $24.64 M | 100.00% | 0.42% |
| CONVERSANT CAPITAL LLC | 11/14/2024 | 200,000 | $22.79 M | -33.11% | 0.39% |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 11/14/2024 | 192,066 | $21.89 M | 100.00% | 0.38% |
| MORGAN STANLEY | 11/14/2024 | 178,496 | $20.34 M | 11.14% | 0.35% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 178,123 | $20.30 M | -8.72% | 0.35% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2024 | 167,374 | $19.08 M | 78.30% | 0.33% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 162,097 | $18.47 M | -11.06% | 0.32% |
| TWIN TREE MANAGEMENT, LP | 11/13/2024 | 156,500 | $17.84 M | 100.00% | 0.31% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 136,578 | $15.57 M | -10.62% | 0.27% |
| EPOCH INVESTMENT PARTNERS, INC. | 11/13/2024 | 129,872 | $14.80 M | -14.81% | 0.25% |
| KINETIC PARTNERS MANAGEMENT, LP | 11/14/2024 | 127,800 | $14.57 M | 100.00% | 0.25% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 126,454 | $13.68 M | -2.77% | 0.25% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 120,294 | $13.71 M | 0.19% | 0.24% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 116,905 | $13.32 M | -0.82% | 0.23% |
| PICTON MAHONEY ASSET MANAGEMENT | 11/04/2024 | 106,939 | $12.19 M | 80.36% | 0.21% |
| CITADEL ADVISORS LLC | 11/14/2024 | 102,900 | $11.73 M | 30.58% | 0.20% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 102,813 | $11.72 M | -21.52% | 0.20% |
| SOUTH DAKOTA INVESTMENT COUNCIL | 11/04/2024 | 97,767 | $11.14 M | 0.00% | 0.19% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 95,590 | $10.89 M | 13.74% | 0.19% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 94,559 | $10.78 M | -10.24% | 0.18% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 92,661 | $10.56 M | 166.41% | 0.18% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 92,332 | $10.52 M | -15.07% | 0.18% |
| MACQUARIE GROUP LTD | 11/14/2024 | 92,042 | $10.49 M | -9.75% | 0.18% |
| BLACKSTONE INC. | 11/14/2024 | 85,000 | $9.69 M | 100.00% | 0.17% |
| SWISS NATIONAL BANK | 11/07/2024 | 84,500 | $9.63 M | 0.24% | 0.17% |
| CITADEL ADVISORS LLC | 11/14/2024 | 79,400 | $9.05 M | 53.28% | 0.16% |
| CITADEL ADVISORS LLC | 11/14/2024 | 77,120 | $8.79 M | 35.04% | 0.15% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 66,988 | $7.64 M | 20.51% | 0.13% |
| BARCLAYS PLC | 11/19/2024 | 60,179 | $6.86 M | 505.36% | 0.12% |
PennyMac Financial Services, Inc.institutional Ownership - FAQ's
During the previous two years, 252 institutional investors and hedge funds held shares of PennyMac Financial Services, Inc.. The most heavily invested institutionals were:
MFN Partners Management, LP: 4.53 M
T. Rowe Price Investment Management, Inc.: 4.48 M
VANGUARD GROUP INC: 2.69 M
DIMENSIONAL FUND ADVISORS LP: 2.25 M
BlackRock Funding, Inc. /DE: 2.21 M
Invesco Ltd.: 1.18 M
59.11% of PennyMac Financial Services, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 33.51 M shares in the last 24 months. This purchase volume represents approximately $3.42 B in transactions.