EM
ISBC

Elliott Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Elliott Management’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
2018
Q3 		– Sell
-7,220,286
Closed -$92.3M – 91
2018
Q2 		$92.3M Sell
7,220,286
-1,804,714
-20% -$24.3M 0.46% 39
2018
Q1 		$123M Buy
9,025,000
+3,000,000
+50% +$41.6M 0.69% 28
2017
Q4 		$83.6M Buy
6,025,000
+250,000
+4% +$3.47M 0.52% 33
2017
Q3 		$78.8M Buy
+5,775,000
New +$76.2M 0.46% 41

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elliott Management's ISBC Position: Q3 2018 in Review

Elliott Management sold out of Investors Bancorp, Inc. (ISBC) in Q3 2018, closing a stake of 7,220,286 shares — an estimated $92.3M sold.

Elliott Management first reported a position in ISBC in Q3 2017 and held it in 4 quarters. The position peaked at $123M in Q1 2018. 243 funds tracked by Wall St. Rank hold ISBC as of Q3 2018.

  • Elliott Management reported no remaining Investors Bancorp, Inc. position as of Q3 2018 after selling out during the quarter.
  • Elliott Management sold 7,220,286 Investors Bancorp, Inc. shares in Q3 2018, an estimated $92.3M.
  • Elliott Management first reported a position in Investors Bancorp, Inc. in Q3 2017 and held it in 4 quarters.
  • Elliott Management's Investors Bancorp, Inc. position peaked at $123M in Q1 2018.
  • 243 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2018.

Based on Elliott Management's 13F filing for Q3 2018, filed 14 Nov 2018.