We are live on ! Find out more
COBZ

CoBiz Financial,Inc
COBZ

Delisted

COBZ was delisted on the 28th of September, 2018.

101 hedge funds and large institutions have $687M invested in CoBiz Financial,Inc in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

14% more capital invested

Capital invested by funds: $603M → $687M (+$84.5M)

2% more funds holding

Funds holding: 99101 (+2)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
37
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$96.5M +$1.34M +77,070 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$53.2M +$2.59M +148,864 +6%
BlackRock
3
BlackRock
New York
$51.2M +$149K +8,585 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$37.3M -$121K -6,973 -0.4%
Goldman Sachs
5
Goldman Sachs
New York
$35.5M -$245K -14,091 -0.8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$33.8M +$270K +15,528 +0.9%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$32.6M
Fidelity Investments
8
Fidelity Investments
Massachusetts
$29.5M -$174K -10,000 -0.7%
BFC
9
Banc Funds Company
Illinois
$28.3M -$3.03M -174,280 -11%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$26.2M -$48.9K -2,808 -0.2%
Macquarie Group
11
Macquarie Group
Australia
$25.7M +$2.78M +159,512 +14%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$23.5M -$275K -15,780 -1%
BA
13
Broadview Advisors
Wisconsin
$18.8M -$1.72M -98,575 -9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$15.9M -$33K -1,895 -0.2%
State Street
15
State Street
Massachusetts
$13.9M +$97.2K +5,588 +0.8%
EPCA
16
Elizabeth Park Capital Advisors
Ohio
$12.1M +$1.2M +68,890 +13%
EAM
17
Eagle Asset Management
Florida
$11.5M +$1.4M +80,677 +16%
Renaissance Technologies
18
Renaissance Technologies
New York
$10.8M +$87K +5,000 +0.9%
Northern Trust
19
Northern Trust
Illinois
$9.74M +$21.1K +1,214 +0.2%
Victory Capital Management
20
Victory Capital Management
Texas
$9.55M +$8.46M +486,258 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.73M +$184K +10,580 +3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$7.69M +$179K +10,259 +3%
PCM
23
Penn Capital Management
Pennsylvania
$6.46M +$257K +14,792 +5%
FHC
24
Forest Hill Capital
Arkansas
$5.75M +$5.1M +292,857 New
JAM
25
Jupiter Asset Management
United Kingdom
$4.81M +$3.58M +205,879 +529%

COBZ Hedge Fund Activity: Q3 2017 in Review

101 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q3 2017, worth a combined $687M — up 14% from $603M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new COBZ positions and 9 closed out — a net gain of 2 holders — while 37 added to existing stakes and 32 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $8.46M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $19.5M sold.

  • 101 institutional investors held CoBiz Financial,Inc (COBZ) as of Q3 2017, up from 99 in Q2 2017.
  • Funds reported $687M of CoBiz Financial,Inc stock for Q3 2017, up 14% quarter-over-quarter.
  • 11 funds opened new CoBiz Financial,Inc positions in Q3 2017 and 9 closed out, a net change of +2 holders.
  • The largest CoBiz Financial,Inc buyer in Q3 2017 was Victory Capital Management, an estimated $8.46M added.
  • The largest CoBiz Financial,Inc seller in Q3 2017 was Janus Henderson Group, an estimated $19.5M sold.

Based on aggregated 13F filings for Q3 2017.