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Preferred Bank
PFBC

Overview Fund Activity

126 hedge funds and large institutions have $500M invested in Preferred Bank in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
43
Reduced
46
Closed
8
Calls
$206K
Puts
$1.12M
Net Calls
-$917K
Net Calls Change
-$917K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.8M
2
BlackRock
2
BlackRock
New York
$90.2M
3
WG
3
Winton Group
United Kingdom
$3.33M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$4.25M
5
PFM
5
Premier Fund Managers
United Kingdom
$1.69M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.47M
2
Boston Partners
2
Boston Partners
Massachusetts
$0
3
MCM
3
Matarin Capital Management
New York
$4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$15.3M
5
Victory Capital Management
5
Victory Capital Management
Texas
$2.64M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$90.2M 2,105,344 +87,278 +4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$52.2M 1,217,828 -3,705 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$38.3M 893,110 -9,937 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$28.4M 663,083 +26,273 +4%
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$27.4M 640,262 -41,656 -6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$25.8M 602,202 +209,527 +53%
Principal Financial Group
7
Principal Financial Group
Iowa
$23.8M 555,595 -24,934 -4%
State Street
8
State Street
Massachusetts
$20.4M 477,189 +17,405 +4%
Renaissance Technologies
9
Renaissance Technologies
New York
$15.3M 357,355 -54,200 -13%
Northern Trust
10
Northern Trust
Illinois
$11.7M 272,884 +3,358 +1%
LSV Asset Management
11
LSV Asset Management
Illinois
$9.65M 225,212 -16,700 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.6M 224,080 +4,758 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.04M 187,628 -5,375 -3%
Ameriprise
14
Ameriprise
Minnesota
$7.76M 180,953 -7,593 -4%
SCA
15
Stieven Capital Advisors
Missouri
$7.74M 180,602 – –
BCM
16
Basswood Capital Management
New York
$7.17M 167,283 – –
Goldman Sachs
17
Goldman Sachs
New York
$6.29M 146,841 -8,175 -5%
PFC
18
Phocas Financial Corp
California
$5.93M 138,305 -11,942 -8%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$5.56M 150,010 +13,121 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.53M 105,657 -9,657 -8%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$4.25M 99,200 +49,573 +100%
MCM
22
Matarin Capital Management
New York
$4M 93,402 -59,152 -39%
MCM
23
Maltese Capital Management
New York
$3.97M 92,600 -11,733 -11%
Charles Schwab
24
Charles Schwab
California
$3.89M 90,724 +4,640 +5%
AllianceBernstein
25
AllianceBernstein
Tennessee
$3.52M 82,139 -111 -0.1%
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