HomeTrust Bancshares
HTB
94 hedge funds and large institutions have $261M invested in HomeTrust Bancshares in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
48% more capital inflows, than outflows
Capital inflows: $15.5M | Capital outflows: $10.5M
28% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 29
6% more funds holding
Funds holding: 89 → 94 (+5)
1.22% more ownership
Funds ownership: 54.63% → 55.85% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $5K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMG National Trust Bank
Greenwood Village,
Colorado
|
+$3.86M |
| 2 |
BlackRock
New York
|
+$2.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.05M |
| 4 |
EC
EJF Capital
Arlington,
Virginia
|
+$935K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$739K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$2.57M |
| 2 |
Kennedy Capital Management
St Louis,
Missouri
|
-$1.53M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.47M |
| 4 |
JP Morgan Chase
New York
|
-$1.47M |
| 5 |
State Street
Boston,
Massachusetts
|
-$688K |
HTB Hedge Fund Activity: Q4 2023 in Review
94 of the 6,875 institutional investors tracked by Wall St. Rank reported a position in HomeTrust Bancshares (HTB) for Q4 2023, worth a combined $261M — up 27% from $206M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HTB positions and 5 closed out — a net gain of 5 holders — while 37 added to existing stakes and 29 trimmed.
The largest buyer was AMG National Trust Bank, adding an estimated $3.86M. The largest seller was Hillsdale Investment Management, cutting an estimated $2.57M.
- 94 institutional investors held HomeTrust Bancshares (HTB) as of Q4 2023, up from 89 in Q3 2023.
- Funds reported $261M of HomeTrust Bancshares stock for Q4 2023, up 27% quarter-over-quarter.
- 10 funds opened new HomeTrust Bancshares positions in Q4 2023 and 5 closed out, a net change of +5 holders.
- The largest HomeTrust Bancshares buyer in Q4 2023 was AMG National Trust Bank, an estimated $3.86M added.
- The largest HomeTrust Bancshares seller in Q4 2023 was Hillsdale Investment Management, an estimated $2.57M sold.
Based on aggregated 13F filings for Q4 2023.