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Barrett Business Services

141 hedge funds and large institutions have $495M invested in Barrett Business Services in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 140141 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $501M → $495M (-$5.83M)

11.6% less ownership

Funds ownership: 337.55%325.94% (-12%)

49% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 63

89% less call options, than puts

Call options by funds: $108K | Put options by funds: $966K

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
32
Reduced
63
Closed
14
Calls
$108K
Puts
$966K
Net Calls
-$858K
Net Calls Change
-$858K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
151
Allianz Asset Management
Germany
-$205K -9,392 Closed
VI
152
Vestcor Inc
New Brunswick, Canada
-$87K -3,980 Closed
C
153
Covestor
United Kingdom
-$7.57K -328 -95%
NFSG
154
Newbridge Financial Services Group
Florida
-$171 -8 Closed
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
+$92 +4 New