PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (PFSI)

CUSIP: 70932M107

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 7 signals
Share change
+527,688
Put/Call ratio
224%
SEC-reported price per share
$88.37
Number of holders
192
Value change
+$53,699,532
Number of buys
99
Open additional details 1 more signal available
Number of sells
81
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
51,750,204

Security key

70932M107

Report period

Q4 2023

Institutions

192

Top holders

10

Ownership snapshot

Top reported holders of PFSI - PennyMac Financial Services, Inc. - Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
KURLAND FAMILY INVESTMENT...
Disclosed value leader
KURLAND FAMILY INVESTMENT...
Comparable rows
0/15
Latest evidence
30 Sep 2023
3/4/5 13F Highest disclosed value: $561,805,484 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

KURLAND FAMILY INVESTMENTS, LLC has the largest disclosed position value at $561.81M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens KURLAND FAMILY INVESTMENTS, LLC's linked filing trail.
Disclosed position value Top 5
KURLAND FAMILY INVESTMENTS, LLC $561.81M
MFN Partners, LP $382.64M
T. Rowe Price Investment Manageme... $322.12M
MFN Partners Management, LP $301.82M
DIMENSIONAL FUND ADVISORS LP $174.58M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
KURLAND FAMILY INVESTMENTS, LLC
3/4/5
10%+ Owner
—
denominator unverified
$561,805,484
6,653,759 shares
— 01 Jun 2021
MFN Partners, LP
3/4/5
Director
—
denominator unverified
$382,638,685
4,531,792 shares
— 11 Feb 2022
T. Rowe Price Investment Management, Inc.
13F
Company
13F
—
denominator unverified
$322,121,000
4,836,647 shares
— 30 Sep 2023
MFN Partners Management, LP
13F
Company
13F
—
denominator unverified
$301,817,347
4,531,792 shares
— 30 Sep 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
—
denominator unverified
$174,581,560
2,621,334 shares
— 30 Sep 2023
Senvest Management, LLC
13F
Company
13F
—
denominator unverified
$173,888,604
2,610,940 shares
— 30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
192
Shares
29,149,050
Rows available
192
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
175
Q4 2023 holders
192
Holder diff
17
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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