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FTI Consulting

244 hedge funds and large institutions have $2.91B invested in FTI Consulting in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

15% more capital invested

Capital invested by funds: $2.53B → $2.91B (+$380M)

1% more funds holding

Funds holding: 241244 (+3)

1.19% more ownership

Funds ownership: 98.89%100.08% (+1.2%)

12% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 90

14% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $30.6M

Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
30
Increased
79
Reduced
90
Closed
24
Calls
$26.5M
Puts
$30.6M
Net Calls
-$4.17M
Net Calls Change
-$7.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$437M +$366K +5,187 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$345M +$7.12M +100,915 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$272M +$27.7M +392,686 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$223M -$15M -211,899 -7%
BCIM
5
Black Creek Investment Management
Ontario, Canada
$119M -$3.04M -43,097 -3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$110M -$845K -11,972 -0.8%
Northern Trust
7
Northern Trust
Illinois
$89.1M -$19.5K -276 -0%
State Street
8
State Street
Massachusetts
$84.4M +$678K +9,608 +0.9%
Norges Bank
9
Norges Bank
Norway
$66.2M
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$65.8M -$7.43M -105,348 -11%
Boston Partners
11
Boston Partners
Massachusetts
$54.8M +$1.23M +17,373 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$46.1M +$7.28M +103,139 +21%
Victory Capital Management
13
Victory Capital Management
Texas
$45.3M -$139K -1,975 -0.3%
JP Morgan Chase
14
JP Morgan Chase
New York
$38.6M -$10.3M -146,266 -23%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$36.9M -$4.67M -66,113 -12%
GC
16
Greenvale Capital
United Kingdom
$36.5M +$6.05M +85,677 +22%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$35.9M +$4.86M +68,814 +17%
Lazard Asset Management
18
Lazard Asset Management
New York
$35.5M +$26.3M +372,835 +417%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$34.1M +$3.08M +43,709 +11%
Principal Financial Group
20
Principal Financial Group
Iowa
$25.5M -$565K -8,006 -2%
Charles Schwab
21
Charles Schwab
California
$25.4M +$344K +4,880 +1%
APG Asset Management
22
APG Asset Management
Netherlands
$25.3M +$13.3M +188,900 +105%
PPA
23
Parametric Portfolio Associates
Washington
$25.1M +$319K +4,525 +1%
ACB
24
Aristotle Capital Boston
Massachusetts
$23.2M +$16.3M +231,010 +327%
Man Group
25
Man Group
United Kingdom
$22.6M +$1.44M +20,406 +7%

FCN Hedge Fund Activity: Q1 2019 in Review

244 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q1 2019, worth a combined $2.91B — up 15% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FCN positions and 24 closed out — a net gain of 6 holders — while 79 added to existing stakes and 90 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.7M. The largest seller was Jupiter Investment Management, cutting an estimated $24.5M.

  • 244 institutional investors held FTI Consulting (FCN) as of Q1 2019, up from 241 in Q4 2018.
  • Funds reported $2.91B of FTI Consulting stock for Q1 2019, up 15% quarter-over-quarter.
  • 30 funds opened new FTI Consulting positions in Q1 2019 and 24 closed out, a net change of +6 holders.
  • The largest FTI Consulting buyer in Q1 2019 was Fidelity Investments, an estimated $27.7M added.
  • The largest FTI Consulting seller in Q1 2019 was Jupiter Investment Management, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2019.