HCM
ISBC

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

Highfields Capital 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
2015
Q3 		– Sell
-3,008,309
Closed -$37M – 90
2015
Q2 		$37M Sell
3,008,309
-6,278,597
-68% -$75.9M 0.33% 45
2015
Q1 		$109M Hold
9,286,906
– – 0.97% 24
2014
Q4 		$104M Hold
9,286,906
– – 0.89% 30
2014
Q3 		$94.1M Buy
9,286,906
+1,000,000
+12% +$10.6M 0.73% 38
2014
Q2 		$91.6M Buy
+8,286,906
New +$88.4M 0.67% 43

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Highfields Capital Management's ISBC Position: Q3 2015 in Review

Highfields Capital Management sold out of Investors Bancorp, Inc. (ISBC) in Q3 2015, closing a stake of 3,008,309 shares — an estimated $37M sold.

Highfields Capital Management first reported a position in ISBC in Q2 2014 and held it in 5 quarters. The position peaked at $109M in Q1 2015. 227 funds tracked by Wall St. Rank hold ISBC as of Q3 2015.

  • Highfields Capital Management reported no remaining Investors Bancorp, Inc. position as of Q3 2015 after selling out during the quarter.
  • Highfields Capital Management sold 3,008,309 Investors Bancorp, Inc. shares in Q3 2015, an estimated $37M.
  • Highfields Capital Management first reported a position in Investors Bancorp, Inc. in Q2 2014 and held it in 5 quarters.
  • Highfields Capital Management's Investors Bancorp, Inc. position peaked at $109M in Q1 2015.
  • 227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2015.

Based on Highfields Capital Management's 13F filing for Q3 2015, filed 10 Nov 2015.