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ISBC

Investors Bancorp, Inc.

Delisted

ISBC was delisted on the 6th of April, 2022.

247 hedge funds and large institutions have $2.06B invested in Investors Bancorp, Inc. in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 19

14% more funds holding

Funds holding: 217247 (+30)

13% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 71

10% less capital invested

Capital invested by funds: $2.28B → $2.06B (-$223M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less call options, than puts

Call options by funds: $2.53M | Put options by funds: $5.2M

Holders
247
Holders Change
+30
Holders Change %
+13.82%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
52
Increased
80
Reduced
71
Closed
19
Calls
$2.53M
Puts
$5.2M
Net Calls
-$2.67M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
226
Alpha Windward
Massachusetts
$17K +$16.9K +1,414 New
EWM
227
Edge Wealth Management
New York
$16K
First Manhattan
228
First Manhattan
New York
$16K
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$15K +$15.4K +1,287 New
GRP
230
Global Retirement Partners
California
$14K +$60 +5 +0.4%
LWA
231
Lenox Wealth Advisors
New York
$12K
LTFS
232
Ladenburg Thalmann Financial Services
Florida
$12K +$1.26K +105 +11%
CFD
233
Creative Financial Designs
Indiana
$9K
VNA
234
Valley National Advisers
Pennsylvania
$9K
CIA
235
CSat Investment Advisory
Michigan
$9K +$1.1K +92 +14%
GEA
236
Glen Eagle Advisors
New Jersey
$7.59K -$72 -6 -0.9%
VCM
237
Versant Capital Management
Arizona
$5K -$2.01K -168 -28%
PA
238
Parallel Advisors
California
$5K
FHA
239
Flagship Harbor Advisors
Massachusetts
$4K
AssetMark Inc
240
AssetMark Inc
California
$4K +$4.02K +336 New
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$3K
BCA
242
Berman Capital Advisors
Georgia
$2K +$24 +2 +1%
OPS
243
Orion Portfolio Solutions
Nebraska
$2K +$1.52K +127 New
IA
244
IFP Advisors
Florida
$1K
TFO
245
Tarbox Family Office
California
$1K
GWS
246
Glassman Wealth Services
Virginia
$1K +$299 +25 +81%
S
247
SignatureFD
Georgia
$1K +$659 +55 New
BHG
248
Blue Harbour Group
Connecticut
-$310M -27,318,628 Closed
ACL
249
Azora Capital LP
Florida
-$57.3M -5,047,500 Closed
JAM
250
Jacobs Asset Management
New York
-$9.94M -875,000 Closed

ISBC Hedge Fund Activity: Q4 2019 in Review

247 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Investors Bancorp, Inc. (ISBC) for Q4 2019, worth a combined $2.06B — down 9.8% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ISBC positions and 19 closed out — a net gain of 33 holders — while 80 added to existing stakes and 71 trimmed.

The largest buyer was Millennium Management, adding an estimated $34.2M. The largest seller was Blue Harbour Group, exiting entirely with an estimated $310M sold.

  • 247 institutional investors held Investors Bancorp, Inc. (ISBC) as of Q4 2019, up from 217 in Q3 2019.
  • Funds reported $2.06B of Investors Bancorp, Inc. stock for Q4 2019, down 9.8% quarter-over-quarter.
  • 52 funds opened new Investors Bancorp, Inc. positions in Q4 2019 and 19 closed out, a net change of +33 holders.
  • The largest Investors Bancorp, Inc. buyer in Q4 2019 was Millennium Management, an estimated $34.2M added.
  • The largest Investors Bancorp, Inc. seller in Q4 2019 was Blue Harbour Group, an estimated $310M sold.

Based on aggregated 13F filings for Q4 2019.