BSRR Institutional Ownership
Sierra Bancorp
1W: -0.3%
1M: -1.5%
3M: -2.7%
YTD: +23.4%
1Y: +39.9%
3Y: +130.6%
5Y: +101.3%
$39.76
+0.56 (+1.43%)
Weekly Expected Move ±1.9%
$38
$39
$40
$41
$41
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Institutional Ownership — BSRR
132
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$315M
Total Invested
18
New Positions
35
Increased
48
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (140 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,306,403 | $52M | +61,492 | +4.9% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 921,629 | $37M | -7,597 | -0.8% | 93Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 527,029 | $21M | -13,422 | -2.5% | 2Q | SEC ↗ |
| 4 | Jupiter Topco LLC NEW | 438,288 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 5 | PRIVATE MANAGEMENT GROUP INC | 434,075 | $17M | -90,149 | -17.2% | 62Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 372,676 | $15M | +70,811 | +23.5% | 15Q | SEC ↗ |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, | 357,606 | $14M | -2,340 | -0.7% | 25Q | SEC ↗ |
| 8 | JANUS HENDERSON GROUP PLC | 344,133 | $14M | +85,098 | +32.9% | 2Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 315,368 | $13M | +30,024 | +10.5% | 78Q | SEC ↗ |
| 10 | STATE STREET CORP | 276,592 | $11M | +9,632 | +3.6% | 46Q | SEC ↗ |
| 11 | FMR LLC | 212,021 | $8M | -3,476 | -1.6% | 39Q | SEC ↗ |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 185,812 | $7M | +4,965 | +2.7% | 50Q | SEC ↗ |
| 13 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 184,089 | $7M | +44,413 | +31.8% | 2Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 175,804 | $7M | +15,068 | +9.4% | 84Q | SEC ↗ |
| 15 | CSM Advisors, LLC | 163,990 | $7M | -180 | -0.1% | 5Q | SEC ↗ |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 135,101 | $5M | +5,869 | +4.5% | 25Q | SEC ↗ |
| 17 | MORGAN STANLEY | 123,092 | $5M | -7,509 | -5.7% | 51Q | SEC ↗ |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 99,574 | $4M | +30,076 | +43.3% | 2Q | SEC ↗ |
| 19 | BANC FUNDS CO LLC | 99,255 | $4M | -14,000 | -12.4% | 95Q | SEC ↗ |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 98,078 | $4M | -541 | -0.5% | 13Q | SEC ↗ |
| 21 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 93,959 | $4M | -13,400 | -12.5% | 24Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 92,746 | $4M | -653 | -0.7% | 76Q | SEC ↗ |
| 23 | Empowered Funds, LLC | 82,101 | $3M | +5,869 | +7.7% | 13Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 77,866 | $3M | +831 | +1.1% | 2Q | SEC ↗ |
| 25 | LSV ASSET MANAGEMENT | 70,600 | $3M | +500 | +0.7% | 45Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 52,083 | $2M | -32,921 | -38.7% | 15Q | SEC ↗ |
| 27 | Fisher Asset Management, LLC | 48,502 | $2M | -1,760 | -3.5% | 6Q | SEC ↗ |
| 28 | FEDERATED HERMES, INC. | 46,752 | $2M | +3,826 | +8.9% | 47Q | SEC ↗ |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 35,034 | $1M | +2,948 | +9.2% | 15Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 35,034 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Connor, Clark & Lunn Investment Manage | 34,840 | $1M | -657 | -1.9% | 9Q | SEC ↗ |
| 32 | AQR CAPITAL MANAGEMENT LLC | 33,058 | $1M | -175 | -0.5% | 8Q | SEC ↗ |
| 33 | Trexquant Investment LP | 32,317 | $1M | +3,340 | +11.5% | 9Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 26,396 | $1M | -1,448 | -5.2% | 83Q | SEC ↗ |
| 35 | Quantinno Capital Management LP | 26,258 | $1M | +1,433 | +5.8% | 6Q | SEC ↗ |
| 36 | PANAGORA ASSET MANAGEMENT INC | 25,938 | $1M | -22,083 | -46.0% | 10Q | SEC ↗ |
| 37 | Invesco Ltd. | 24,706 | $982K | +492 | +2.0% | 6Q | SEC ↗ |
| 38 | Nuveen, LLC | 23,277 | $925K | — | +0.0% | 6Q | SEC ↗ |
| 39 | STATE OF WISCONSIN INVESTMENT BOARD | 22,949 | $912K | +700 | +3.1% | 15Q | SEC ↗ |
| 40 | D. E. Shaw & Co., Inc. | 21,615 | $859K | +14,359 | +197.9% | 3Q | SEC ↗ |
| 41 | AMERIPRISE FINANCIAL INC | 20,771 | $826K | — | +0.0% | 16Q | SEC ↗ |
| 42 | TWO SIGMA INVESTMENTS, LP | 19,101 | $759K | -5,517 | -22.4% | 7Q | SEC ↗ |
| 43 | Mutual Advisors, LLC | 18,951 | $753K | -2,000 | -9.5% | 13Q | SEC ↗ |
| 44 | Inspire Investing, LLC NEW | 16,773 | $667K | — | +0.0% | 1Q | SEC ↗ |
| 45 | JACOBS LEVY EQUITY MANAGEMENT, INC | 16,328 | $649K | -2,091 | -11.4% | 15Q | SEC ↗ |
| 46 | RHUMBLINE ADVISERS | 15,284 | $608K | -397 | -2.5% | 71Q | SEC ↗ |
| 47 | ALLIANCEBERNSTEIN L.P. | 14,896 | $592K | -100 | -0.7% | 41Q | SEC ↗ |
| 48 | FRANKLIN RESOURCES INC | 14,486 | $576K | -7,660 | -34.6% | 8Q | SEC ↗ |
| 49 | LAZARD ASSET MANAGEMENT LLC | 14,285 | $568K | +3,743 | +35.5% | 2Q | SEC ↗ |
| 50 | MARSHALL WACE, LLP NEW | 14,021 | $557K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 438,288 | $17M |
| Sixth Street Partners Management Co | 35,034 | $1M |
| Inspire Investing, LLC | 16,773 | $667K |
| MARSHALL WACE, LLP | 14,021 | $557K |
| XTX Topco Ltd | 11,830 | $470K |
| Sequoia Financial Advisors, LLC | 9,445 | $376K |
| Engineers Gate Manager LP | 9,204 | $366K |
| CITADEL ADVISORS LLC | 5,474 | $218K |
| Corient Private Wealth LP | 5,361 | $213K |
| Western Financial Corp/CA | 5,359 | $213K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,036 | $121K |
| Integrated Wealth Concepts LLC | 2,308 | $92K |
| Ameritas Advisory Services, LLC | 2,307 | $92K |
| JONES FINANCIAL COMPANIES LLLP | 175 | $7K |
| Quarry LP | 56 | $2K |
| Larson Financial Group LLC | 32 | $1K |
| Fortitude Family Office, LLC | 11 | $0K |
| SIGNATUREFD, LLC | 8 | $0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 26,104 | $1M |
| Qube Research & Technologies Ltd | 19,985 | $795K |
| Fourthstone LLC | 11,229 | $446K |
| GLOBEFLEX CAPITAL L P | 6,286 | $250K |
| OCCUDO QUANTITATIVE STRATEGIES LP | 5,576 | $222K |
| SG Americas Securities, LLC | 4,680 | $186K |
| AMALGAMATED BANK | 385 | $15K |
| Spire Wealth Management | 360 | $14K |
| Root Financial Partners, LLC | 14 | $1K |
| US BANCORP \DE | 8 | $0K |
| MAI Capital Management | 7 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANUS HENDERSON GROUP PLC | +85,098 | +32.9% | 344,133 |
| AMERICAN CENTURY COMPANIES INC | +70,811 | +23.5% | 372,676 |
| BlackRock, Inc. | +61,492 | +4.9% | 1,306,403 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | +44,413 | +31.8% | 184,089 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +30,076 | +43.3% | 99,574 |
| GEODE CAPITAL MANAGEMENT, LLC | +30,024 | +10.5% | 315,368 |
| NORTHERN TRUST CORP | +15,068 | +9.4% | 175,804 |
| D. E. Shaw & Co., Inc. | +14,359 | +197.9% | 21,615 |
| STATE STREET CORP | +9,632 | +3.6% | 276,592 |
| WELLS FARGO & COMPANY/MN | +6,973 | +123.0% | 12,640 |
| Empowered Funds, LLC | +5,869 | +7.7% | 82,101 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +5,869 | +4.5% | 135,101 |
| Russell Investments Group, Ltd. | +5,373 | +489.8% | 6,470 |
| RENAISSANCE TECHNOLOGIES LLC | +4,965 | +2.7% | 185,812 |
| CITIGROUP INC | +4,902 | +289.0% | 6,598 |
| FEDERATED HERMES, INC. | +3,826 | +8.9% | 46,752 |
| LAZARD ASSET MANAGEMENT LLC | +3,743 | +35.5% | 14,285 |
| Trexquant Investment LP | +3,340 | +11.5% | 32,317 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +2,948 | +9.2% | 35,034 |
| OSAIC HOLDINGS, INC. | +2,688 | +3584.0% | 2,763 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | -90,149 | -17.2% | 434,075 |
| GOLDMAN SACHS GROUP INC | -32,921 | -38.7% | 52,083 |
| MILLENNIUM MANAGEMENT LLC | -23,667 | -67.2% | 11,567 |
| PANAGORA ASSET MANAGEMENT INC | -22,083 | -46.0% | 25,938 |
| BANC FUNDS CO LLC | -14,000 | -12.4% | 99,255 |
| VANGUARD CAPITAL MANAGEMENT LLC | -13,422 | -2.5% | 527,029 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -13,400 | -12.5% | 93,959 |
| Mariner, LLC | -10,293 | -55.4% | 8,275 |
| FRANKLIN RESOURCES INC | -7,660 | -34.6% | 14,486 |
| DIMENSIONAL FUND ADVISORS LP | -7,597 | -0.8% | 921,629 |
| MORGAN STANLEY | -7,509 | -5.7% | 123,092 |
| TWO SIGMA INVESTMENTS, LP | -5,517 | -22.4% | 19,101 |
| MARTINGALE ASSET MANAGEMENT L P | -4,918 | -33.1% | 9,937 |
| FMR LLC | -3,476 | -1.6% | 212,021 |
| SEI INVESTMENTS CO | -3,259 | -38.9% | 5,124 |
| BANK OF AMERICA CORP /DE | -3,191 | -20.3% | 12,553 |
| STRS OHIO | -2,700 | -24.8% | 8,200 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -2,340 | -0.7% | 357,606 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -2,091 | -11.4% | 16,328 |
| Mutual Advisors, LLC | -2,000 | -9.5% | 18,951 |