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HTB

HomeTrust Bancshares

106 hedge funds and large institutions have $338M invested in HomeTrust Bancshares in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% less ownership

Funds ownership: 57.53%57.18% (-0.35%)

2% less capital invested

Capital invested by funds: $343M → $338M (-$5.51M)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

3% less funds holding

Funds holding: 109106 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

76% less call options, than puts

Call options by funds: $67K | Put options by funds: $280K

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
36
Reduced
39
Closed
13
Calls
$67K
Puts
$280K
Net Calls
-$213K
Net Calls Change
-$281K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$58.8M +$202K +5,749 +0.3%
FCM
2
FJ Capital Management
Virginia
$54.8M -$2.95M -83,953 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$25M -$2.08M -59,089 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24.4M +$953K +27,120 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$18.9M -$366K -10,400 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$12.6M +$478K +13,589 +4%
State Street
7
State Street
Massachusetts
$12.2M -$149K -4,250 -1%
American Century Companies
8
American Century Companies
Missouri
$11.1M +$1.36M +38,647 +13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.9M -$339K -9,650 -3%
KCM
10
Kennedy Capital Management
Missouri
$7.02M -$1.44M -40,961 -16%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$5.95M -$490K -13,925 -7%
Charles Schwab
12
Charles Schwab
California
$5.32M -$60K -1,708 -1%
Goldman Sachs
13
Goldman Sachs
New York
$5.2M +$640K +18,205 +13%
RA
14
Royce & Associates
New York
$5.06M
Northern Trust
15
Northern Trust
Illinois
$4.7M +$196K +5,569 +4%
AllianceBernstein
16
AllianceBernstein
Tennessee
$4.49M +$745K +21,183 +19%
PCM
17
Polaris Capital Management
Massachusetts
$4.07M +$4.25M +120,800 New
JP Morgan Chase
18
JP Morgan Chase
New York
$3.68M +$482K +13,719 +14%
FP
19
Foundry Partners
Minnesota
$3.56M -$6.86K -195 -0.2%
EC
20
EJF Capital
Virginia
$3.39M -$836K -23,784 -19%
Morgan Stanley
21
Morgan Stanley
New York
$3.22M +$354K +10,065 +12%
PAM
22
Panagora Asset Management
Massachusetts
$2.96M -$69K -1,964 -2%
HAI
23
Hennessy Advisors Inc
California
$2.76M -$738K -21,000 -20%
PU
24
Petiole USA
New York
$2.61M
Barclays
25
Barclays
United Kingdom
$2.16M +$199K +5,667 +10%

HTB Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HomeTrust Bancshares (HTB) for Q4 2024, worth a combined $338M — down 1.6% from $343M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HTB and 10 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 36 added.

The largest buyer was Polaris Capital Management, opening a new position worth an estimated $4.25M. The largest seller was FJ Capital Management, cutting an estimated $2.95M.

  • 106 institutional investors held HomeTrust Bancshares (HTB) as of Q4 2024, down from 109 in Q3 2024.
  • Funds reported $338M of HomeTrust Bancshares stock for Q4 2024, down 1.6% quarter-over-quarter.
  • 10 funds opened new HomeTrust Bancshares positions in Q4 2024 and 13 closed out, a net change of -3 holders.
  • The largest HomeTrust Bancshares buyer in Q4 2024 was Polaris Capital Management, an estimated $4.25M added.
  • The largest HomeTrust Bancshares seller in Q4 2024 was FJ Capital Management, an estimated $2.95M sold.

Based on aggregated 13F filings for Q4 2024.