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FTI Consulting

347 hedge funds and large institutions have $5.52B invested in FTI Consulting in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $17.5M | Put options by funds: $9.83M

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

10% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 122

0.41% more ownership

Funds ownership: 102.98%103.39% (+0.41%)

1% less funds holding

Funds holding: 349347 (-2)

6% less capital invested

Capital invested by funds: $5.89B → $5.52B (-$377M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
347
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
5.58%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
43
Increased
134
Reduced
122
Closed
36
Calls
$17.5M
Puts
$9.83M
Net Calls
+$7.67M
Net Calls Change
-$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$606M -$91.1M -546,057 -13%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$535M -$7.53M -45,119 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$509M +$8.26M +49,517 +2%
BlackRock
4
BlackRock
New York
$487M +$17M +102,131 +3%
Morgan Stanley
5
Morgan Stanley
New York
$246M +$229M +1,375,022 +793%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$197M -$349K -2,090 -0.2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$158M +$121M +723,795 +267%
State Street
8
State Street
Massachusetts
$154M +$1.64M +9,828 +1%
Fidelity International
9
Fidelity International
Bermuda
$136M +$6.56M +39,325 +5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$133M -$30.7M -184,226 -18%
GC
11
Greenvale Capital
United Kingdom
$113M +$39.2M +235,000 +49%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$85.5M -$1.35M -8,113 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$82M +$4.42M +26,474 +5%
BCIM
14
Black Creek Investment Management
Ontario, Canada
$74.1M -$11M -66,111 -12%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$71.4M -$657K -3,936 -0.9%
Brown Advisory
16
Brown Advisory
Maryland
$70.7M -$25.8M -154,322 -26%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$68.5M +$34.4M +206,326 +92%
Wells Fargo
18
Wells Fargo
California
$68M -$184K -1,105 -0.3%
Ameriprise
19
Ameriprise
Minnesota
$58.4M +$20M +120,074 +48%
T. Rowe Price Investment Management
20
T. Rowe Price Investment Management
Maryland
$56.5M +$8.79M +52,642 +17%
NC
21
Nitorum Capital
New York
$53.7M -$5.91M -35,400 -9%
Boston Partners
22
Boston Partners
Massachusetts
$52.4M +$8.9M +53,320 +19%
Northern Trust
23
Northern Trust
Illinois
$48.3M -$315K -1,886 -0.6%
Charles Schwab
24
Charles Schwab
California
$48.1M +$599K +3,588 +1%
Capital International Investors
25
Capital International Investors
California
$46.7M

FCN Hedge Fund Activity: Q4 2022 in Review

347 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q4 2022, worth a combined $5.52B — down 6.4% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FCN positions and 36 closed out — a net gain of 7 holders — while 134 added to existing stakes and 122 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $229M. The largest seller was Mawer Investment Management, cutting an estimated $91.1M.

  • 347 institutional investors held FTI Consulting (FCN) as of Q4 2022, down from 349 in Q3 2022.
  • Funds reported $5.52B of FTI Consulting stock for Q4 2022, down 6.4% quarter-over-quarter.
  • 43 funds opened new FTI Consulting positions in Q4 2022 and 36 closed out, a net change of +7 holders.
  • The largest FTI Consulting buyer in Q4 2022 was Morgan Stanley, an estimated $229M added.
  • The largest FTI Consulting seller in Q4 2022 was Mawer Investment Management, an estimated $91.1M sold.

Based on aggregated 13F filings for Q4 2022.