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ISBC

Investors Bancorp, Inc.

Delisted

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

227 hedge funds and large institutions have $1.45B invested in Investors Bancorp, Inc. in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 70 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $979K | Put options by funds: $111K

11% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 70

8% less funds holding

Funds holding: 247227 (-20)

30% less capital invested

Capital invested by funds: $2.06B → $1.45B (-$611M)

30% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 53

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
227
Holders Change
-20
Holders Change %
-8.1%
% of All Funds
5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
37
Increased
78
Reduced
70
Closed
53
Calls
$979K
Puts
$111K
Net Calls
+$868K
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$174M +$963K +89,555 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M +$2.2M +204,759 +1%
BlackRock
3
BlackRock
New York
$145M -$3.5M -325,561 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$101M -$473K -43,953 -0.3%
State Street
5
State Street
Massachusetts
$59.9M -$4.1M -381,400 -5%
Citadel Advisors
6
Citadel Advisors
Florida
$53.9M -$15.8M -1,468,196 -18%
JP Morgan Chase
7
JP Morgan Chase
New York
$41.7M +$9.35M +869,513 +20%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$40.6M -$1.14M -106,415 -2%
Victory Capital Management
9
Victory Capital Management
Texas
$40.5M +$54M +5,023,275 +11,555%
N
10
Nuveen
North Carolina
$37.2M +$28.1M +2,614,596 +128%
Northern Trust
11
Northern Trust
Illinois
$35.3M -$601K -55,882 -1%
Robeco Institutional Asset Management
12
Robeco Institutional Asset Management
Netherlands
$30.1M +$37.8M +3,510,636 +1,377%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$28.9M +$627K +58,276 +2%
RCAMU
14
Rothschild & Co Asset Management US
Connecticut
$28.2M +$22.3M +2,077,225 +143%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$24.4M +$32.8M +3,050,336 New
Norges Bank
16
Norges Bank
Norway
$20.2M -$383K -35,648 -1%
Goldman Sachs
17
Goldman Sachs
New York
$18.9M -$2.61M -242,397 -9%
Charles Schwab
18
Charles Schwab
California
$18.4M -$772K -71,717 -3%
Bank of America
19
Bank of America
North Carolina
$17.6M -$2.45M -228,044 -9%
CC
20
Carlson Capital
Texas
$16.3M +$21.9M +2,040,211 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$15.1M -$1.21M -112,394 -6%
Ameriprise
22
Ameriprise
Minnesota
$14M +$5.02M +466,776 +36%
KCM
23
Kennedy Capital Management
Missouri
$11.8M +$1.37M +126,917 +9%
LSV Asset Management
24
LSV Asset Management
Illinois
$11.6M +$15.7M +1,456,700 New
Invesco
25
Invesco
Georgia
$11.3M +$5.93M +550,971 +63%

ISBC Hedge Fund Activity: Q1 2020 in Review

227 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Investors Bancorp, Inc. (ISBC) for Q1 2020, worth a combined $1.45B — down 30% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ISBC and 37 opened new positions — a net loss of 16 holders — while 70 trimmed existing stakes and 78 added.

The largest buyer was Victory Capital Management, adding an estimated $54M. The largest seller was Millennium Management, cutting an estimated $46.2M.

  • 227 institutional investors held Investors Bancorp, Inc. (ISBC) as of Q1 2020, down from 247 in Q4 2019.
  • Funds reported $1.45B of Investors Bancorp, Inc. stock for Q1 2020, down 30% quarter-over-quarter.
  • 37 funds opened new Investors Bancorp, Inc. positions in Q1 2020 and 53 closed out, a net change of -16 holders.
  • The largest Investors Bancorp, Inc. buyer in Q1 2020 was Victory Capital Management, an estimated $54M added.
  • The largest Investors Bancorp, Inc. seller in Q1 2020 was Millennium Management, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2020.