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Preferred Bank
PFBC

Overview Fund Activity

118 hedge funds and large institutions have $369M invested in Preferred Bank in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
34
Reduced
54
Closed
16
Calls
$321K
Puts
$857K
Net Calls
-$536K
Net Calls Change
+$381K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.1M
2
BCM
2
Bridgeway Capital Management
Texas
$1.8M
3
ZIM
3
Zacks Investment Management
Illinois
$749K
4
Goldman Sachs
4
Goldman Sachs
New York
$5.43M
5
PFC
5
Phocas Financial Corp
California
$5.14M

Top Sellers

1
WG
1
Winton Group
United Kingdom
$280K
2
BlackRock
2
BlackRock
New York
$65.6M
3
CCM
3
Cadence Capital Management
Massachusetts
$0
4
RC
4
Roubaix Capital
Colorado
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$65.6M 2,041,643 -63,701 -3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$39.1M 1,218,098 +270 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$28.7M 892,525 -585 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$22.1M 687,896 +85,694 +14%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$21.4M 665,296 +2,213 +0.3%
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$20.7M 644,525 +4,263 +0.7%
Principal Financial Group
7
Principal Financial Group
Iowa
$17.4M 542,838 -12,757 -2%
State Street
8
State Street
Massachusetts
$14.8M 462,112 -15,077 -3%
Renaissance Technologies
9
Renaissance Technologies
New York
$10.4M 322,655 -34,700 -10%
Northern Trust
10
Northern Trust
Illinois
$8.55M 266,055 -6,829 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.38M 229,698 +5,618 +3%
LSV Asset Management
12
LSV Asset Management
Illinois
$6.96M 216,812 -8,400 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.83M 181,502 -6,126 -3%
SCA
14
Stieven Capital Advisors
Missouri
$5.81M 180,902 +300 +0.2%
Ameriprise
15
Ameriprise
Minnesota
$5.56M 173,170 -7,783 -4%
Goldman Sachs
16
Goldman Sachs
New York
$5.43M 168,944 +22,103 +15%
BCM
17
Basswood Capital Management
New York
$5.37M 167,283 – –
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$5.15M 153,533 +3,523 +2%
PFC
19
Phocas Financial Corp
California
$5.14M 160,149 +21,844 +16%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$3.08M 95,725 -3,475 -4%
Charles Schwab
21
Charles Schwab
California
$2.9M 90,288 -436 -0.5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.9M 90,295 -15,362 -15%
MCM
23
Maltese Capital Management
New York
$2.7M 83,920 -8,680 -9%
MCM
24
Matarin Capital Management
New York
$2.67M 83,120 -10,282 -11%
AllianceBernstein
25
AllianceBernstein
Tennessee
$2.5M 77,799 -4,340 -5%
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