We are live on ! Find out more
BSRR icon

Sierra Bancorp

90 hedge funds and large institutions have $211M invested in Sierra Bancorp in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% less ownership

Funds ownership: 54.21%53.94% (-0.28%)

2% less funds holding

Funds holding: 9290 (-2)

5% less capital invested

Capital invested by funds: $223M → $211M (-$12M)

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
30
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32.9M -$2.2M -81,459 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$28.3M -$311K -11,520 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.3M +$266K +9,852 +2%
PMG
4
Private Management Group
California
$12.6M -$42.7K -1,581 -0.3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$10.8M -$452K -16,746 -4%
Renaissance Technologies
6
Renaissance Technologies
New York
$8.61M -$243K -9,000 -3%
State Street
7
State Street
Massachusetts
$7.48M +$173K +6,406 +2%
Northern Trust
8
Northern Trust
Illinois
$7.1M -$170K -6,305 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.74M +$253K +9,365 +4%
Ameriprise
10
Ameriprise
Minnesota
$5.76M -$78.2K -2,895 -1%
BFC
11
Banc Funds Company
Illinois
$5.03M +$540K +19,995 +11%
LSV Asset Management
12
LSV Asset Management
Illinois
$4.82M -$89.1K -3,300 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$4.81M +$1.35M +49,907 +36%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.79M +$3.18M +117,786 +167%
FP
15
Foundry Partners
Minnesota
$3.75M -$775K -28,681 -16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.22M -$38.7K -1,433 -1%
PAM
17
Panagora Asset Management
Massachusetts
$2.91M -$199K -7,349 -6%
BCM
18
BHZ Capital Management
California
$2.84M -$107K -3,950 -3%
Goldman Sachs
19
Goldman Sachs
New York
$2.44M -$828K -30,639 -24%
WC
20
Walthausen & Co
New York
$2.32M
Morgan Stanley
21
Morgan Stanley
New York
$2.3M +$137K +5,082 +6%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$2.29M +$268K +9,930 +12%
BCM
23
Bridgeway Capital Management
Texas
$2.04M
SCP
24
Seizert Capital Partners
Michigan
$1.96M +$294K +10,877 +16%
Bank of America
25
Bank of America
North Carolina
$1.61M -$401K -14,835 -19%

BSRR Hedge Fund Activity: Q2 2021 in Review

90 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q2 2021, worth a combined $211M — down 5.4% from $223M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BSRR and 5 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 30 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $3.18M. The largest seller was BlackRock, cutting an estimated $2.2M.

  • 90 institutional investors held Sierra Bancorp (BSRR) as of Q2 2021, down from 92 in Q1 2021.
  • Funds reported $211M of Sierra Bancorp stock for Q2 2021, down 5.4% quarter-over-quarter.
  • 5 funds opened new Sierra Bancorp positions in Q2 2021 and 7 closed out, a net change of -2 holders.
  • The largest Sierra Bancorp buyer in Q2 2021 was Manulife (Manufacturers Life Insurance), an estimated $3.18M added.
  • The largest Sierra Bancorp seller in Q2 2021 was BlackRock, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2021.