UBS O'Connor’s First Horizon FHN Stock Holding History

UBS O'Connor’s Portfolio FHN Stock Details FHN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-320,000	Closed	-$184K	–	478
2013 Q2	$184K	Buy	+320,000	New	+$3.46M	﹤0.01%	458

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS O'Connor's FHN Position: Q2 2023 in Review

UBS O'Connor sold out of First Horizon (FHN) in Q2 2023, closing a stake of 10,082,989 shares — an estimated $179M sold.

UBS O'Connor first reported a position in FHN in Q3 2013 and held it in 8 quarters. The position peaked at $220M in Q4 2022. 558 funds tracked by Wall St. Rank hold FHN as of Q2 2023.

UBS O'Connor reported no remaining First Horizon position as of Q2 2023 after selling out during the quarter.
UBS O'Connor sold 10,082,989 First Horizon shares in Q2 2023, an estimated $179M.
UBS O'Connor first reported a position in First Horizon in Q3 2013 and held it in 8 quarters.
UBS O'Connor's First Horizon position peaked at $220M in Q4 2022.
558 funds tracked by Wall St. Rank held First Horizon as of Q2 2023.

Based on UBS O'Connor's 13F filing for Q2 2023, filed 14 Aug 2023.