We are live on ! Find out more
BSRR icon

Sierra Bancorp

93 hedge funds and large institutions have $221M invested in Sierra Bancorp in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

7% more funds holding

Funds holding: 8793 (+6)

0.49% more ownership

Funds ownership: 53.82%54.32% (+0.49%)

1% less capital invested

Capital invested by funds: $224M → $221M (-$2.42M)

Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
30
Reduced
27
Closed
3
Calls
$959K
Puts
Net Calls
+$959K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Change in
Stake
CEP
51
Chicago Equity Partners
Illinois
$358K
PPA
52
Parametric Portfolio Associates
Washington
$356K -$133K -5,171 -28%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$356K -$31.4K -1,220 -8%
UBS Group
54
UBS Group
Switzerland
$355K +$219K +8,512 +176%
AAS
55
Avantax Advisory Services
Texas
$343K +$5.63K +219 +2%
AllianceBernstein
56
AllianceBernstein
Tennessee
$339K +$23.1K +900 +8%
Squarepoint
57
Squarepoint
New York
$322K +$61.6K +2,394 +25%
Citadel Advisors
58
Citadel Advisors
Florida
$301K +$291K +11,327 New
PWSG
59
Pacific Wealth Strategies Group
California
$266K
GI
60
Gradient Investments
Minnesota
$265K
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245K
AIG
62
American International Group
New York
$237K -$1.57K -61 -0.7%
Marshall Wace
63
Marshall Wace
United Kingdom
$228K -$19.2K -745 -8%
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$225K -$27.4K -1,067 -11%
Brown Advisory
65
Brown Advisory
Maryland
$223K
ZCM
66
Zebra Capital Management
Connecticut
$221K +$214K +8,333 New
Barclays
67
Barclays
United Kingdom
$191K -$64.4K -2,503 -26%
MIM
68
MetLife Investment Management
New Jersey
$155K
BGIM
69
Brandywine Global Investment Management
Pennsylvania
$146K
Citigroup
70
Citigroup
New York
$130K -$3.73K -145 -3%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$123K
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$118K -$25.7K -1,000 -18%
Legal & General Group
73
Legal & General Group
United Kingdom
$114K +$44.7K +1,737 +68%
Federated Hermes
74
Federated Hermes
Pennsylvania
$104K -$16K -621 -14%
MAM
75
Meeder Asset Management
Ohio
$97K

BSRR Hedge Fund Activity: Q3 2019 in Review

93 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q3 2019, worth a combined $221M — down 1.1% from $224M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSRR positions and 3 closed out — a net gain of 6 holders — while 30 added to existing stakes and 27 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $2.22M. The largest seller was Man Group, cutting an estimated $2.72M.

  • 93 institutional investors held Sierra Bancorp (BSRR) as of Q3 2019, up from 87 in Q2 2019.
  • Funds reported $221M of Sierra Bancorp stock for Q3 2019, down 1.1% quarter-over-quarter.
  • 9 funds opened new Sierra Bancorp positions in Q3 2019 and 3 closed out, a net change of +6 holders.
  • The largest Sierra Bancorp buyer in Q3 2019 was LSV Asset Management, an estimated $2.22M added.
  • The largest Sierra Bancorp seller in Q3 2019 was Man Group, an estimated $2.72M sold.

Based on aggregated 13F filings for Q3 2019.