We are live on ! Find out more
BSRR icon

Sierra Bancorp

90 hedge funds and large institutions have $200M invested in Sierra Bancorp in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 9090 (0)

0.56% less ownership

Funds ownership: 53.94%53.37% (-0.56%)

6% less capital invested

Capital invested by funds: $211M → $200M (-$11.7M)

43% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 40

Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$30.9M -$454K -18,674 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26.7M -$234K -9,635 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15M -$469K -19,305 -3%
PMG
4
Private Management Group
California
$12.7M +$680K +27,984 +6%
Renaissance Technologies
5
Renaissance Technologies
New York
$8.73M +$515K +21,200 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$8.33M -$1.96M -80,800 -19%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.67M +$3.1M +127,538 +68%
State Street
8
State Street
Massachusetts
$7.05M -$89.6K -3,685 -1%
Northern Trust
9
Northern Trust
Illinois
$6.56M -$216K -8,902 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.42M -$13.2K -541 -0.2%
Ameriprise
11
Ameriprise
Minnesota
$5.51M +$13.7K +563 +0.2%
FP
12
Foundry Partners
Minnesota
$4.54M +$965K +39,675 +27%
LSV Asset Management
13
LSV Asset Management
Illinois
$4.46M -$141K -5,800 -3%
BFC
14
Banc Funds Company
Illinois
$3.99M -$808K -33,237 -17%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.25M +$177K +7,282 +6%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$3.22M -$1.37M -56,400 -30%
BCM
17
BHZ Capital Management
California
$2.81M +$95.2K +3,914 +4%
PAM
18
Panagora Asset Management
Massachusetts
$2.76M -$17.7K -728 -0.6%
Goldman Sachs
19
Goldman Sachs
New York
$2.29M -$40K -1,645 -2%
Morgan Stanley
20
Morgan Stanley
New York
$2.16M -$40.2K -1,652 -2%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$2.1M -$86.8K -3,570 -4%
SCP
22
Seizert Capital Partners
Michigan
$2.02M +$146K +5,989 +8%
WC
23
Walthausen & Co
New York
$2M -$210K -8,640 -9%
BCM
24
Bridgeway Capital Management
Texas
$1.94M
PPA
25
Parametric Portfolio Associates
Washington
$1.77M +$354K +14,568 +25%

BSRR Hedge Fund Activity: Q3 2021 in Review

90 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q3 2021, worth a combined $200M — down 5.5% from $211M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BSRR positions and 7 closed out — a net gain of 1 holder — while 23 added to existing stakes and 40 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $3.1M. The largest seller was Wellington Management Group, cutting an estimated $1.96M.

  • 90 institutional investors held Sierra Bancorp (BSRR) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $200M of Sierra Bancorp stock for Q3 2021, down 5.5% quarter-over-quarter.
  • 8 funds opened new Sierra Bancorp positions in Q3 2021 and 7 closed out, a net change of +1 holder.
  • The largest Sierra Bancorp buyer in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $3.1M added.
  • The largest Sierra Bancorp seller in Q3 2021 was Wellington Management Group, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2021.