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

Scopia 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
2019 Q2	–	Sell	-7,224,672	Closed	-$85.6M	–	28
2019 Q1	$85.6M	Sell	7,224,672 -3,609,152	-33%	-$43.5M	3.16%	14
2018 Q4	$113M	Sell	10,833,824 -3,356,227	-24%	-$38.7M	3.82%	12
2018 Q3	$174M	Buy	14,190,051 +3,168,837	+29%	+$40.3M	3.35%	13
2018 Q2	$141M	Sell	11,021,214 -1,675,408	-13%	-$22.6M	2.46%	18
2018 Q1	$173M	Buy	12,696,622 +22,567	+0.2%	+$313K	3.46%	13
2017 Q4	$176M	Buy	12,674,055 +5,975,486	+89%	+$82.9M	3.16%	12
2017 Q3	$91.4M	Buy	+6,698,569	New	+$88.4M	1.44%	21

Other funds holding ISBC

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scopia Capital Management's ISBC Position: Q2 2019 in Review

Scopia Capital Management sold out of Investors Bancorp, Inc. (ISBC) in Q2 2019, closing a stake of 7,224,672 shares — an estimated $85.6M sold.

Scopia Capital Management first reported a position in ISBC in Q3 2017 and held it in 7 quarters. The position peaked at $176M in Q4 2017. 212 funds tracked by Wall St. Rank hold ISBC as of Q2 2019.

Scopia Capital Management reported no remaining Investors Bancorp, Inc. position as of Q2 2019 after selling out during the quarter.
Scopia Capital Management sold 7,224,672 Investors Bancorp, Inc. shares in Q2 2019, an estimated $85.6M.
Scopia Capital Management first reported a position in Investors Bancorp, Inc. in Q3 2017 and held it in 7 quarters.
Scopia Capital Management's Investors Bancorp, Inc. position peaked at $176M in Q4 2017.
212 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2019.

Based on Scopia Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.