Pennymac Financial Services, Inc.: which funds bought and sold
Institutions that bought and sold Pennymac Financial Services shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 127 institutions that filed 13F reports for both quarters added to or opened positions in Pennymac Financial Services, and 101 cut or closed them. Together they added a net 197K shares, +0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.2M shares (−7.6%); index fund managers were net buyers of 267K shares (+3.5%). 30 opened a new position and 35 sold out entirely.
Bought, Q2 2026 127 institutions, 30 of them new holders Sold, Q2 2026 101 institutions, 35 of them sold out
Net change, all compared +197K shares (+0.6%)
Net change, active managers −1.2M shares (−7.6%), 20 bought, 22 sold
Buyers versus sellers
127 bought 31 101 sold
Active managers and hedge funds 20 bought · 22 sold · −1.2M
Index fund managers 9 bought · 2 sold · +267K
Other institutions 98 bought · 77 sold · +1.1M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Rubric Capital Management LP Hedge fund | +1.6M +3006.3% | 1.7M | $148M |
| Donald Smith & Co., Inc. | +510K +37.2% | 1.9M | $164M |
| Symmetry Investments LP | +373K +302.2% | 497K | $43.3M |
| T. Rowe Price Investment Management, Inc. Active manager | +321K +8.9% | 3.9M | $342M |
| Morgan Stanley | +223K +187.4% | 342K | $29.8M |
| American Century Companies Inc Active manager | +218K +50.3% | 650K | $56.6M |
| Dimensional Fund Advisors LP | +214K +11.2% | 2.1M | $186M |
| Invesco Ltd. | +158K +18.6% | 1.0M | $87.7M |
| Goldman Sachs Group Inc | +150K +22.4% | 820K | $71.4M |
| Ameriprise Financial Inc | +131K +49.2% | 398K | $34.6M |
| Blackrock, Inc. Index funds | +124K +5.6% | 2.3M | $203M |
| Inherent Management Corp. | +120K New position | 120K | $10.5M |
| Schonfeld Strategic Advisors LLC Hedge fund | +94K +271.1% | 129K | $11.3M |
| K2 Principal Fund, L.P. | +79K +97.2% | 160K | $13.9M |
| Wellington Management Group LLP Active manager | +76K +28.1% | 349K | $30.4M |
| D. E. Shaw & Co., Inc. Hedge fund | +73K New position | 73K | $6.3M |
| Marshall Wace, LLP Hedge fund | +69K +120.4% | 127K | $11M |
| Bank Of New York Mellon Corp | +68K +28.7% | 303K | $26.4M |
| Renaissance Technologies LLC Hedge fund | +66K New position | 66K | $5.8M |
| State Street Corp Index funds | +65K +7.6% | 922K | $80.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Rubric Capital Management LP Hedge fund | +1.6M +3006.3% | 1.7M | $148M |
| T. Rowe Price Investment Management, Inc. Active manager | +321K +8.9% | 3.9M | $342M |
| American Century Companies Inc Active manager | +218K +50.3% | 650K | $56.6M |
| Schonfeld Strategic Advisors LLC Hedge fund | +94K +271.1% | 129K | $11.3M |
| Wellington Management Group LLP Active manager | +76K +28.1% | 349K | $30.4M |
| D. E. Shaw & Co., Inc. Hedge fund | +73K New position | 73K | $6.3M |
| Marshall Wace, LLP Hedge fund | +69K +120.4% | 127K | $11M |
| Renaissance Technologies LLC Hedge fund | +66K New position | 66K | $5.8M |
| FMR LLC Active manager | +58K +7.8% | 808K | $70.3M |
| Bluecrest Capital Management Ltd Hedge fund | +45K +12.8% | 396K | $34.5M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | −1.9M −81.2% | 449K | $39.1M |
| Citadel Advisors LLC Hedge fund | −1.1M −95.8% | 49K | $4.3M |
| Boston Partners Active manager | −362K Sold out | 0 | — |
| Basswood Capital Management, L.L.C. | −269K −58.3% | 192K | $16.8M |
| Canyon Capital Advisors LLC Hedge fund | −188K Sold out | 0 | — |
| Holocene Advisors, LP Hedge fund | −149K −65.0% | 80K | $7M |
| UBS Group AG | −130K −70.7% | 54K | $4.7M |
| Azora Capital LP Hedge fund | −110K Sold out | 0 | — |
| Senvest Management, LLC | −107K −21.0% | 402K | $35M |
| Kinetic Partners Management, LP | −99K −32.0% | 210K | $18.3M |
| Bank Of America Corp | −93K −24.6% | 286K | $24.9M |
| Bw Gestao De Investimentos Ltda. | −88K Sold out | 0 | — |
| Helix Partners Management LP | −79K Sold out | 0 | — |
| Philadelphia Financial Management Of San Francisco, LLC | −69K Sold out | 0 | — |
| 1832 Asset Management L.P. | −67K Sold out | 0 | — |
| Emg Holdings, L.P. | −66K Sold out | 0 | — |
| Palisade Capital Management, LP Active manager | −55K −52.5% | 50K | $4.4M |
| Two Sigma Investments, LP Hedge fund | −48K Sold out | 0 | — |
| Imc-Chicago, LLC | −41K −77.9% | 12K | $1M |
| Susquehanna International Group, LLP | −38K −12.4% | 271K | $23.6M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | −1.9M −81.2% | 449K | $39.1M |
| Citadel Advisors LLC Hedge fund | −1.1M −95.8% | 49K | $4.3M |
| Boston Partners Active manager | −362K Sold out | 0 | — |
| Canyon Capital Advisors LLC Hedge fund | −188K Sold out | 0 | — |
| Holocene Advisors, LP Hedge fund | −149K −65.0% | 80K | $7M |
| Azora Capital LP Hedge fund | −110K Sold out | 0 | — |
| Palisade Capital Management, LP Active manager | −55K −52.5% | 50K | $4.4M |
| Two Sigma Investments, LP Hedge fund | −48K Sold out | 0 | — |
| Brevan Howard Capital Management LP Hedge fund | −29K −85.8% | 4,788 | $417,035 |
| Walleye Capital LLC Hedge fund | −20K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Inherent Management Corp. | 120K | $10.5M |
| D. E. Shaw & Co., Inc.Hedge fund | 73K | $6.3M |
| Renaissance Technologies LLCHedge fund | 66K | $5.8M |
| Xtx Topco Ltd | 60K | $5.2M |
| Entropy Technologies, LP | 15K | $1.3M |
| Catalyst Funds Management Pty Ltd | 9,900 | $862,290 |
| Ieq Capital, LLC | 8,413 | $732,772 |
| Fieldview Capital Management, LLC | 7,325 | $638,008 |
| Jane Street Group, LLC | 6,777 | $590,277 |
| Drw Securities, LLC | 6,000 | $522,599 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Boston PartnersActive manager | 362K | $31.8M |
| Canyon Capital Advisors LLCHedge fund | 188K | $16.4M |
| Azora Capital LPHedge fund | 110K | $9.6M |
| Bw Gestao De Investimentos Ltda. | 88K | $7.6M |
| Helix Partners Management LP | 79K | $6.9M |
| Philadelphia Financial Management Of San Francisco, LLC | 69K | $6.1M |
| 1832 Asset Management L.P. | 67K | $5.8M |
| Emg Holdings, L.P. | 66K | $5.7M |
| Two Sigma Investments, LPHedge fund | 48K | $4.2M |
| Allianz Asset Management Gmbh | 24K | $2.1M |
Who holds the shares
- Institutions reporting
- 229
- Ten largest holders
- 63.6% of 13F-reported shares
- Index fund managers
- 23.7% of 13F-reported shares
- Active managers and hedge funds
- 43.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 20 | 22 | 2 | 8 | −1.2M | −7.6% |
| Index fund managers | 9 | 2 | 0 | 0 | +267K | +3.5% |
| Other institutions | 98 | 77 | 28 | 27 | +1.1M | +11.2% |
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