UOC
ISBC

UBS O'Connor’s Investors Bancorp, Inc. ISBC Stock Holding History

UBS O'Connor’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
-112,321
Closed -$1.38M – 787
2015
Q2 		$1.38M Sell
112,321
-29,006
-21% -$351K 0.02% 355
2015
Q1 		$1.66M Buy
+141,327
New +$1.6M 0.04% 321
2014
Q3 		– Sell
-14,224
Closed -$157K – 561
2014
Q2 		$157K Buy
+14,224
New +$152K ﹤0.01% 398

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

UBS O'Connor's ISBC Position: Q3 2015 in Review

UBS O'Connor sold out of Investors Bancorp, Inc. (ISBC) in Q3 2015, closing a stake of 112,321 shares — an estimated $1.38M sold.

UBS O'Connor first reported a position in ISBC in Q2 2014 and held it in 3 quarters. The position peaked at $1.66M in Q1 2015. 227 funds tracked by Wall St. Rank hold ISBC as of Q3 2015.

  • UBS O'Connor reported no remaining Investors Bancorp, Inc. position as of Q3 2015 after selling out during the quarter.
  • UBS O'Connor sold 112,321 Investors Bancorp, Inc. shares in Q3 2015, an estimated $1.38M.
  • UBS O'Connor first reported a position in Investors Bancorp, Inc. in Q2 2014 and held it in 3 quarters.
  • UBS O'Connor's Investors Bancorp, Inc. position peaked at $1.66M in Q1 2015.
  • 227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2015.

Based on UBS O'Connor's 13F filing for Q3 2015, filed 13 Nov 2015.