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Barrett Business Services

105 hedge funds and large institutions have $442M invested in Barrett Business Services in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $813K

6% more capital invested

Capital invested by funds: $418M → $442M (+$24.1M)

2.08% more ownership

Funds ownership: 319.92%322% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 107105 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
32
Reduced
43
Closed
10
Calls
$1.67M
Puts
$813K
Net Calls
+$857K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
FG
26
Formula Growth
Quebec, Canada
$4.16M +$1.83M +100,000 +77%
Charles Schwab
27
Charles Schwab
California
$3.81M +$13.3K +724 +0.3%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$3.71M +$2.21M +120,464 +144%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$3.52M -$2.22M -120,988 -38%
IIM
30
Ironwood Investment Management
Massachusetts
$3.2M -$5.2K -284 -0.2%
CEI
31
Clark Estates Inc
New York
$3.12M
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.08M -$417K -22,784 -12%
NSIM
33
North Star Investment Management
Illinois
$2.85M +$236K +12,900 +9%
RCM
34
Rutabaga Capital Management
Massachusetts
$2.63M
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$2.42M -$802K -43,820 -25%
N
36
Nuveen
North Carolina
$2.34M +$17.6K +964 +0.8%
SEI Investments
37
SEI Investments
Pennsylvania
$2.2M +$504K +27,512 +29%
PCM
38
Polaris Capital Management
Massachusetts
$2.19M
Prudential Financial
39
Prudential Financial
New Jersey
$1.96M -$199K -10,876 -9%
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.62M -$307K -16,760 -16%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.4M -$66.4K -3,628 -5%
Boston Partners
42
Boston Partners
Massachusetts
$1.39M -$29.6K -1,616 -2%
GWA
43
GGM Wealth Advisors
Maryland
$1.35M
MPAM
44
Monarch Partners Asset Management
Massachusetts
$1.34M +$255K +13,928 +23%
Goldman Sachs
45
Goldman Sachs
New York
$1.31M -$165K -9,000 -11%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.23M -$29.3K -1,600 -2%
Morgan Stanley
47
Morgan Stanley
New York
$1.23M -$101K -5,524 -8%
Invesco
48
Invesco
Georgia
$1.15M +$54.9K +2,996 +5%
SAM
49
Shell Asset Management
Netherlands
$998K +$396K +21,612 +65%
CWM
50
Concentrum Wealth Management
California
$992K

BBSI Hedge Fund Activity: Q2 2021 in Review

105 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Barrett Business Services (BBSI) for Q2 2021, worth a combined $442M — up 5.8% from $418M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BBSI and 8 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 32 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $8.32M. The largest seller was Royce & Associates, cutting an estimated $4.81M.

  • 105 institutional investors held Barrett Business Services (BBSI) as of Q2 2021, down from 107 in Q1 2021.
  • Funds reported $442M of Barrett Business Services stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 8 funds opened new Barrett Business Services positions in Q2 2021 and 10 closed out, a net change of -2 holders.
  • The largest Barrett Business Services buyer in Q2 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $8.32M added.
  • The largest Barrett Business Services seller in Q2 2021 was Royce & Associates, an estimated $4.81M sold.

Based on aggregated 13F filings for Q2 2021.