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Preferred Bank
PFBC

Overview Fund Activity

209 hedge funds and large institutions have $822M invested in Preferred Bank in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+14
Holders Change %
+7.18%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
74
Reduced
69
Closed
18
Calls
–
Puts
$332K
Net Calls
-$332K
Net Calls Change
+$21K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$12.9M
2
Invesco
2
Invesco
Georgia
$9.69M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$5.39M
4
SBH
4
Segall Bryant & Hamill
Illinois
$4.56M
5
Goldman Sachs
5
Goldman Sachs
New York
$17M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$17.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.3M
3
Boston Partners
3
Boston Partners
Massachusetts
$33.4M
4
State Street
4
State Street
Massachusetts
$44.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$835K
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.92M 25,489 – –
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$1.9M 25,137 +1,778 +8%
Victory Capital Management
53
Victory Capital Management
Texas
$1.83M 24,285 -180 -0.7%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$1.81M 23,906 -1,041 -4%
RA
55
Royce & Associates
New York
$1.79M 23,738 -1,091 -4%
UBS AM
56
UBS AM
Illinois
$1.76M 23,278 +13,424 +136%
Voloridge Investment Management
57
Voloridge Investment Management
Florida
$1.59M 21,123 +9,732 +85%
UBS Group
58
UBS Group
Switzerland
$1.54M 20,416 +7,687 +60%
Two Sigma Investments
59
Two Sigma Investments
New York
$1.54M 20,415 -2,016 -9%
GCP
60
GSA Capital Partners
United Kingdom
$1.47M 19,529 -4,027 -17%
CAM
61
ClariVest Asset Management
California
$1.38M 18,308 +512 +3%
Canada Life
62
Canada Life
Manitoba, Canada
$1.36M 17,996 +6,630 +58%
ETC
63
Exchange Traded Concepts
Oklahoma
$1.23M 16,291 +423 +3%
Barclays
64
Barclays
United Kingdom
$1.21M 16,051 -8,402 -34%
JCIA
65
Jackson Creek Investment Advisors
Colorado
$1.21M 15,963 -28 -0.2%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$1.18M 15,637 – –
GC
67
Guggenheim Capital
Illinois
$1.14M 15,056 +3,302 +28%
TPSF
68
Texas Permanent School Fund
Texas
$1.12M 14,855 +3,891 +35%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$1.1M 14,537 +4,397 +43%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$1.06M 13,978 -738 -5%
WG
71
Winton Group
United Kingdom
$1.05M 13,970 +232 +2%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$1.05M 13,951 -1,613 -10%
Jane Street
73
Jane Street
New York
$1.04M 13,823 +6,714 +94%
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.04M 13,800 – –
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$1.03M 13,580 +8 +0.1%
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3
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