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FTI Consulting
FCN

Overview Fund Activity

371 hedge funds and large institutions have $6.98B invested in FTI Consulting in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 135 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+25
Holders Change %
+7.23%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
57
Increased
135
Reduced
133
Closed
27
Calls
$14.4M
Puts
$10.1M
Net Calls
+$4.36M
Net Calls Change
-$3.31M

Top Buyers

1
SIMG
Stephens Investment Management Group
Texas
$37.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$26.1M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$686M
4
CAMG
CWA Asset Management Group
Florida
$56.6M
5
BCIM
Black Creek Investment Management
Ontario, Canada
$103M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
2
MAMU
Marathon Asset Management (UK)
United Kingdom
$22.4M
3
Morgan Stanley
Morgan Stanley
New York
$289M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$153M
5
Invesco
Invesco
Georgia
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
351
IFP Advisors
Florida
$9.56K -$39.9K -639 -81%
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$8.68K +$7.7K +39 +780%
JWA
353
JFS Wealth Advisors
Pennsylvania
$7.7K +$592 +3 +8%
EWA
354
EverSource Wealth Advisors
Alabama
$7.7K +$3.95K +20 +105%
VCM
355
Versant Capital Management
Arizona
$6.31K -$986 -5 -14%
CTC
356
Central Trust Company
Missouri
$5.53K – – –
BWM
357
Baystate Wealth Management
Massachusetts
$4.54K +$4.54K +23 New
SC
358
Schubert & Co
Texas
$4.34K +$197 +1 +5%
Pacer Advisors
359
Pacer Advisors
Pennsylvania
$4.14K -$1.3M -6,589 -100%
CFB
360
Cullen/Frost Bankers
Texas
$4.14K +$4.14K +21 New
MCM
361
Manchester Capital Management
Vermont
$3.55K +$3.55K +18 New
FMII
362
Farmers & Merchants Investments Inc
Nebraska
$3.16K – – –
AF
363
Advisornet Financial
Minnesota
$2.17K +$987 +5 +83%
DI
364
Disciplined Investments
Oklahoma
$1.97K +$197 +1 +11%
NA
365
NewEdge Advisors
Louisiana
$1.58K -$37.7K -191 -96%
BIA
366
Bell Investment Advisors
California
$1.58K -$592 -3 -27%
LC
367
Lindbrook Capital
California
$1.58K +$1.18K +6 +300%
MFT
368
Moisand Fitzgerald Tamayo
Florida
$987 – – –
TWA
369
TCI Wealth Advisors
Arizona
$593 – – –
GRP
370
Global Retirement Partners
California
$531 -$354 -2 -40%
DA
371
Denali Advisors
California
$395 +$395 +2 New
Westfield Capital Management
372
Westfield Capital Management
Massachusetts
– -$32M -201,413 Closed
RI
373
Redwood Investments
Massachusetts
– -$10.8M -67,936 Closed
TPM
374
Triasima Portfolio Management
Quebec, Canada
– -$1.86M -11,685 Closed
SGI
375
Summit Global Investments
Utah
– -$1.79M -11,292 Closed
12 13 14
15
16