Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sierra Bancorp (BSRR)

123 + Investors. Track Smart Money conviction in BSRR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
43%

Smart Money Signals — BSRR

Based on 115 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BSRR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
115 hedge funds hold BSRR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BSRR is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

43 buying57 selling
Last quarter: 57 funds reduced or exited vs 43 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 11 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
75 out of 115 hedge funds have held BSRR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

15 → 9 → 11 → 14 → 14 new funds/Q
New funds entering each quarter: 9 → 11 → 14 → 14. A growing number of institutions are discovering BSRR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 115 holders: 80 (70%) are 2+ year veterans, 14 entered 1–2 years ago, and 21 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
39 of 115 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in BSRR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BSRR

In 2026 Q1, 43 hedge funds were net buyers of BSRR (14 opened a new position, 29 added to an existing one), while 57 reduced or exited (46 trimmed, 11 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 67% of total institutional value in BSRR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 115.

Hedge Fund Ownership: BSRR

How many hedge funds hold BSRR — quarterly history vs. share price
Quarterly hedge fund ownership of BSRR vs. share price

Market Analysis: BSRR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSRR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: BSRR
123 + Investors

Track Smart Money conviction in BSRR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 123 115 6.96%
13F Shares 8M 8M 2.83%
Total Value $307M $248M 23.57%
New Positions 18 14 +4
Increased Positions 35 29 +6
Closed Positions 10 11 -1
Reduced Positions 41 46 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSRR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

123 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSRR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BSRR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Banc Funds Co LLC 0.67% 99,255 $4.0M
2 Private Management Group Inc 0.47% 434,075 $17.7M
3 Basswood Capital Management, L.L.C. 0.30% 184,089 $7.5M
4 MKT Advisors LLC 0.16% 12,320 $502K
5 Bridgeway Capital Management, LLC 0.10% 135,101 $5.5M
6 Pasadena Private Wealth, LLC 0.07% 13,200 $538K
7 Western Financial Corp/CA 0.06% 5,359 $218K
8 Integrated Quantitative Investments LLC 0.06% 8,957 $365K
9 Inspire Investing, LLC 0.03% 16,773 $684K
10 Empowered Funds, LLC 0.02% 82,101 $3.3M
11 Mutual Advisors, LLC 0.01% 18,951 $772K
12 Bfsg, LLC 0.01% 3,600 $147K
13 Manufacturers Life Insurance Company, the 0.01% 357,606 $14.6M
14 Hotchkis & Wiley Capital Management LLC 0.01% 93,959 $3.8M
15 Renaissance Technologies LLC 0.01% 185,812 $7.6M
16 Martingale Asset Management L P 0.01% 9,937 $405K
17 Trexquant Investment LP 0.01% 32,317 $1.3M
18 Jupiter Topco LLC 0.01% 438,288 $17.9M
19 American Century Companies Inc 0.01% 372,676 $15.2M
20 XTX Topco Ltd 0.01% 11,830 $482K
21 Engineers Gate Manager LP 0.00% 9,204 $375K
22 Susquehanna Fundamental Investments, LLC 0.00% 5,596 $228K
23 Gradient Investments LLC 0.00% 6,560 $267K
24 Panagora Asset Management Inc 0.00% 25,938 $1.1M
25 Federated Hermes, INC. 0.00% 46,752 $1.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sierra Bancorp (BSRR)

What does the Smart Money Trend signal show for BSRR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BSRR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BSRR?

More sellers than buyers — 43% buying: Last quarter: 57 funds reduced or exited vs 43 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BSRR holders?

Elite ownership — 67% AUM from top-100 funds: 39 of 115 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in BSRR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BSRR?

65% of holders stayed for 2+ years: 75 out of 115 hedge funds have held BSRR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →