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HTB

HomeTrust Bancshares
HTB

98 hedge funds and large institutions have $264M invested in HomeTrust Bancshares in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $33K | Put options by funds: $11K

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 94 → 98 (+4)

0% more capital invested

Capital invested by funds: $263M → $264M (+$1.24M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.82% less ownership

Funds ownership: 56.23% → 55.4% (-0.82%)

53% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 47

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
22
Reduced
47
Closed
8
Calls
$33K
Puts
$11K
Net Calls
+$22K
Net Calls Change
+$27K

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$1.99M
2
American Century Companies
American Century Companies
Missouri
+$1.29M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$894K
4
Cerity Partners
Cerity Partners
New York
+$728K
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$720K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.22M
2
Morgan Stanley
Morgan Stanley
New York
-$1.91M
3
Deutsche Bank
Deutsche Bank
Germany
-$1.3M
4
BCM
BHZ Capital Management
California
-$685K
5
KCM
Kennedy Capital Management
Missouri
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.58M -$1.91M -72,579 -56%
OC
27
Oppenheimer & Close
New York
$1.46M – – –
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$1.44M -$9.17K -349 -0.7%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.44M +$13.3K +508 +1%
Barclays
30
Barclays
United Kingdom
$1.42M -$272K -10,360 -17%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$1.29M -$8.28K -315 -0.7%
N
32
Nuveen
North Carolina
$1.2M – – –
Citigroup
33
Citigroup
New York
$1.19M +$263K +10,024 +30%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$1.16M +$84.3K +3,210 +8%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.08M -$88.2K -3,356 -8%
Invesco
36
Invesco
Georgia
$971K +$245K +9,342 +36%
Federated Hermes
37
Federated Hermes
Pennsylvania
$943K +$17.1K +651 +2%
BCM
38
BHZ Capital Management
California
$913K -$685K -26,075 -44%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$872K -$36.8K -1,400 -4%
Two Sigma Investments
40
Two Sigma Investments
New York
$861K -$73.9K -2,812 -8%
MAM
41
Martingale Asset Management
Massachusetts
$859K -$337K -12,825 -29%
Prudential Financial
42
Prudential Financial
New Jersey
$776K -$386K -14,700 -34%
Cerity Partners
43
Cerity Partners
New York
$757K +$728K +27,703 New
Wellington Management Group
44
Wellington Management Group
Massachusetts
$749K +$720K +27,400 New
RHAM
45
Round Hill Asset Management
California
$746K -$15K -570 -2%
Citadel Advisors
46
Citadel Advisors
Florida
$666K +$109K +4,143 +21%
SM
47
Salzhauer Michael
$632K – – –
CIC
48
Cornercap Investment Counsel
Georgia
$613K – – –
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$607K +$19.4K +740 +3%
SO
50
STRS Ohio
Ohio
$571K -$34.2K -1,300 -6%
1
2
3 4 5

HTB Hedge Fund Activity: Q1 2024 in Review

98 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HomeTrust Bancshares (HTB) for Q1 2024, worth a combined $264M — up 0.47% from $263M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HTB positions and 8 closed out — a net gain of 4 holders — while 22 added to existing stakes and 47 trimmed.

The largest buyer was EJF Capital, adding an estimated $1.99M. The largest seller was BlackRock, cutting an estimated $2.22M.

  • 98 institutional investors held HomeTrust Bancshares (HTB) as of Q1 2024, up from 94 in Q4 2023.
  • Funds reported $264M of HomeTrust Bancshares stock for Q1 2024, up 0.47% quarter-over-quarter.
  • 12 funds opened new HomeTrust Bancshares positions in Q1 2024 and 8 closed out, a net change of +4 holders.
  • The largest HomeTrust Bancshares buyer in Q1 2024 was EJF Capital, an estimated $1.99M added.
  • The largest HomeTrust Bancshares seller in Q1 2024 was BlackRock, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2024.