KCM
ISBC

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

Kennedy 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
2021
Q4 		– Sell
-311,556
Closed -$4.71M – 660
2021
Q3 		$4.71M Sell
311,556
-13,869
-4% -$193K 0.11% 355
2021
Q2 		$4.64M Sell
325,425
-13,757
-4% -$203K 0.1% 368
2021
Q1 		$4.98M Sell
339,182
-489,530
-59% -$6.33M 0.1% 371
2020
Q4 		$8.75M Sell
828,712
-631,122
-43% -$5.77M 0.2% 174
2020
Q3 		$10.6M Sell
1,459,834
-22,531
-2% -$179K 0.3% 86
2020
Q2 		$12.6M Buy
1,482,365
+11,343
+0.8% +$95.4K 0.36% 53
2020
Q1 		$11.8M Buy
1,471,022
+126,917
+9% +$1.37M 0.43% 23
2019
Q4 		$16M Buy
1,344,105
+7,910
+0.6% +$94.7K 0.39% 38
2019
Q3 		$15.2M Buy
1,336,195
+171,684
+15% +$1.92M 0.38% 41
2019
Q2 		$13M Buy
1,164,511
+1,118,921
+2,454% +$12.7M 0.31% 72
2019
Q1 		$540K Buy
+45,590
New +$550K 0.01% 647
2017
Q2 		– Sell
-1,053,282
Closed -$15.1M – 768
2017
Q1 		$15.1M Sell
1,053,282
-238,232
-18% -$3.41M 0.26% 103
2016
Q4 		$18M Sell
1,291,514
-329,009
-20% -$4.3M 0.31% 75
2016
Q3 		$19.5M Sell
1,620,523
-21,071
-1% -$245K 0.37% 57
2016
Q2 		$18.2M Buy
1,641,594
+1,954
+0.1% +$22.6K 0.37% 50
2016
Q1 		$19.1M Sell
1,639,640
-86,754
-5% -$1,000K 0.39% 40
2015
Q4 		$21.5M Sell
1,726,394
-1,184,305
-41% -$14.9M 0.44% 28
2015
Q3 		$35.9M Sell
2,910,699
-16,005
-0.5% -$194K 0.74% 2
2015
Q2 		$36M Sell
2,926,704
-87,230
-3% -$1.05M 0.65% 3
2015
Q1 		$35.3M Sell
3,013,934
-101,270
-3% -$1.15M 0.62% 6
2014
Q4 		$35M Sell
3,115,204
-134,256
-4% -$1.43M 0.64% 4
2014
Q3 		$32.9M Buy
3,249,460
+125,665
+4% +$1.33M 0.65% 4
2014
Q2 		$34.5M Buy
3,123,795
+14,604
+0.5% +$156K 0.64% 5
2014
Q1 		$33.7M Sell
3,109,191
-62,634
-2% -$643K 0.64% 6
2013
Q4 		$31.8M Sell
3,171,825
-13,273
-0.4% -$123K 0.59% 7
2013
Q3 		$27.4M Sell
3,185,098
-443,699
-12% -$3.8M 0.53% 18
2013
Q2 		$30M Buy
+3,628,797
New +$28.1M 0.61% 9

Other funds holding ISBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kennedy Capital Management's ISBC Position: Q4 2021 in Review

Kennedy Capital Management sold out of Investors Bancorp, Inc. (ISBC) in Q4 2021, closing a stake of 311,556 shares — an estimated $4.71M sold.

Kennedy Capital Management first reported a position in ISBC in Q2 2013 and held it in 27 quarters. The position peaked at $36M in Q2 2015. 265 funds tracked by Wall St. Rank hold ISBC as of Q4 2021.

  • Kennedy Capital Management reported no remaining Investors Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
  • Kennedy Capital Management sold 311,556 Investors Bancorp, Inc. shares in Q4 2021, an estimated $4.71M.
  • Kennedy Capital Management first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 27 quarters.
  • Kennedy Capital Management's Investors Bancorp, Inc. position peaked at $36M in Q2 2015.
  • 265 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2021.

Based on Kennedy Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.