BHG
ISBC

Blue Harbour Group’s Investors Bancorp, Inc. ISBC Stock Holding History

Blue Harbour Group’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-27,318,628
Closed -$310M – 15
2019
Q3 		$310M Hold
27,318,628
– – 18.19% 1
2019
Q2 		$305M Sell
27,318,628
-590,000
-2% -$6.69M 17.86% 1
2019
Q1 		$331M Sell
27,908,628
-550,000
-2% -$6.63M 19.37% 2
2018
Q4 		$296M Sell
28,458,628
-450,000
-2% -$5.19M 15.78% 2
2018
Q3 		$355M Hold
28,908,628
– – 16.4% 2
2018
Q2 		$370M Sell
28,908,628
-673,800
-2% -$9.08M 14.97% 1
2018
Q1 		$404M Hold
29,582,428
– – 14.01% 1
2017
Q4 		$411M Hold
29,582,428
– – 14.59% 2
2017
Q3 		$404M Hold
29,582,428
– – 14.55% 2
2017
Q2 		$395M Hold
29,582,428
– – 15.23% 1
2017
Q1 		$425M Hold
29,582,428
– – 15.33% 1
2016
Q4 		$413M Sell
29,582,428
-150,000
-0.5% -$1.96M 13.8% 3
2016
Q3 		$357M Sell
29,732,428
-430,000
-1% -$4.99M 13.21% 3
2016
Q2 		$334M Sell
30,162,428
-400,000
-1% -$4.63M 13.85% 3
2016
Q1 		$356M Buy
30,562,428
+1,892,400
+7% +$21.8M 11.96% 1
2015
Q4 		$357M Buy
28,670,028
+100,000
+0.4% +$1.26M 11.41% 1
2015
Q3 		$353M Buy
28,570,028
+870,300
+3% +$10.6M 10.98% 1
2015
Q2 		$341M Buy
27,699,728
+228,011
+0.8% +$2.76M 9.95% 4
2015
Q1 		$322M Buy
27,471,717
+4,001,385
+17% +$45.4M 9.72% 4
2014
Q4 		$263M Buy
23,470,332
+1,129,755
+5% +$12M 8.45% 4
2014
Q3 		$226M Buy
22,340,577
+6,352,901
+40% +$67.1M 8.88% 4
2014
Q2 		$177M Buy
15,987,676
+14,690,365
+1,132% +$157M 6.85% 5
2014
Q1 		$14.1M Buy
+1,297,311
New +$13.3M 0.76% 19

Other funds holding ISBC

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Harbour Group's ISBC Position: Q4 2019 in Review

Blue Harbour Group sold out of Investors Bancorp, Inc. (ISBC) in Q4 2019, closing a stake of 27,318,628 shares — an estimated $310M sold.

Blue Harbour Group first reported a position in ISBC in Q1 2014 and held it in 23 quarters. The position peaked at $425M in Q1 2017. 247 funds tracked by Wall St. Rank hold ISBC as of Q4 2019.

  • Blue Harbour Group reported no remaining Investors Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
  • Blue Harbour Group sold 27,318,628 Investors Bancorp, Inc. shares in Q4 2019, an estimated $310M.
  • Blue Harbour Group first reported a position in Investors Bancorp, Inc. in Q1 2014 and held it in 23 quarters.
  • Blue Harbour Group's Investors Bancorp, Inc. position peaked at $425M in Q1 2017.
  • 247 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2019.

Based on Blue Harbour Group's 13F filing for Q4 2019, filed 14 Feb 2020.