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Barrett Business Services

115 hedge funds and large institutions have $238M invested in Barrett Business Services in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.74% less ownership

Funds ownership: 324.23%318.49% (-5.7%)

17% less funds holding

Funds holding: 138115 (-23)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 49

57% less capital invested

Capital invested by funds: $549M → $238M (-$312M)

59% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 34

84% less call options, than puts

Call options by funds: $126K | Put options by funds: $805K

Holders
115
Holders Change
-23
Holders Change %
-16.67%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
14
Increased
34
Reduced
49
Closed
34
Calls
$126K
Puts
$805K
Net Calls
-$679K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$23.4M
BlackRock
2
BlackRock
New York
$21.2M -$76.4K -4,368 -0.2%
JP Morgan Chase
3
JP Morgan Chase
New York
$19.1M -$370K -21,128 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$18.9M -$249K -14,236 -0.7%
Renaissance Technologies
5
Renaissance Technologies
New York
$16.1M +$518K +29,600 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$11.2M -$146K -8,360 -0.7%
CCM
7
Cloverdale Capital Management
Texas
$10.1M +$4.57M +261,356 +34%
Northern Trust
8
Northern Trust
Illinois
$7.21M +$633K +36,160 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$6.92M -$77.3K -4,420 -0.6%
State Street
10
State Street
Massachusetts
$6.72M -$184K -10,500 -2%
HA
11
Heartland Advisors
Wisconsin
$6.33M
Prudential Financial
12
Prudential Financial
New Jersey
$5.43M +$258K +14,764 +3%
RRAM
13
River Road Asset Management
Kentucky
$5.32M +$1.39M +79,400 +17%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$5.05M -$1.57M -89,808 -15%
PRCP
15
Pacific Ridge Capital Partners
Oregon
$5.01M +$389K +22,252 +5%
AQR Capital Management
16
AQR Capital Management
Connecticut
$4.61M -$378K -21,588 -4%
PAM
17
Panagora Asset Management
Massachusetts
$3.6M -$2.43M -138,624 -28%
FP
18
Foundry Partners
Minnesota
$3.15M +$1.74M +99,380 +45%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$3.09M -$191K -10,908 -3%
KCM
20
Kennedy Capital Management
Missouri
$2.58M +$3.49M +199,380 +329%
Goldman Sachs
21
Goldman Sachs
New York
$2.45M +$184K +10,504 +4%
Wells Fargo
22
Wells Fargo
California
$1.97M -$1.93M -110,236 -36%
MAM
23
Martingale Asset Management
Massachusetts
$1.84M +$91K +5,200 +3%
Charles Schwab
24
Charles Schwab
California
$1.83M -$1.99M -113,584 -38%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.83M +$140K +8,000 +5%

BBSI Hedge Fund Activity: Q1 2020 in Review

115 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Barrett Business Services (BBSI) for Q1 2020, worth a combined $238M — down 57% from $549M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BBSI and 14 opened new positions — a net loss of 20 holders — while 49 trimmed existing stakes and 34 added.

The largest buyer was Cloverdale Capital Management, adding an estimated $4.57M. The largest seller was Tieton Capital Management, exiting entirely with an estimated $2.6M sold.

  • 115 institutional investors held Barrett Business Services (BBSI) as of Q1 2020, down from 138 in Q4 2019.
  • Funds reported $238M of Barrett Business Services stock for Q1 2020, down 57% quarter-over-quarter.
  • 14 funds opened new Barrett Business Services positions in Q1 2020 and 34 closed out, a net change of -20 holders.
  • The largest Barrett Business Services buyer in Q1 2020 was Cloverdale Capital Management, an estimated $4.57M added.
  • The largest Barrett Business Services seller in Q1 2020 was Tieton Capital Management, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2020.