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FTI Consulting

368 hedge funds and large institutions have $7.26B invested in FTI Consulting in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 140 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $5.62M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $6.42B → $7.26B (+$845M)

5% more funds holding

Funds holding: 352368 (+16)

6% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 132

2.92% less ownership

Funds ownership: 105.59%102.66% (-2.9%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
368
Holders Change
+16
Holders Change %
+4.55%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
43
Increased
140
Reduced
132
Closed
21
Calls
$19.3M
Puts
$5.62M
Net Calls
+$13.7M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$729M -$4.44M -21,445 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$704M +$32.5M +157,206 +5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$674M -$14.7M -71,014 -2%
BlackRock
4
BlackRock
New York
$611M +$17M +82,240 +3%
Morgan Stanley
5
Morgan Stanley
New York
$556M +$277M +1,339,844 +92%
Victory Capital Management
6
Victory Capital Management
Texas
$396M +$34.8M +168,100 +9%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$255M -$1.97M -9,521 -0.7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$229M +$50.1M +242,148 +27%
State Street
9
State Street
Massachusetts
$203M +$12.9M +62,145 +6%
AllianceBernstein
10
AllianceBernstein
Tennessee
$144M +$15.3M +74,091 +11%
Fidelity International
11
Fidelity International
Bermuda
$136M -$40.6M -196,376 -22%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$132M -$6.48M -31,337 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$123M +$9.3M +44,947 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$114M -$3.7M -17,902 -3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$110M -$33.2M -160,250 -23%
Brown Advisory
16
Brown Advisory
Maryland
$90.5M -$482K -2,329 -0.5%
Charles Schwab
17
Charles Schwab
California
$82.8M +$3.68M +17,796 +4%
Wells Fargo
18
Wells Fargo
California
$79.2M +$77K +372 +0.1%
SIMG
19
Stephens Investment Management Group
Texas
$74.7M +$4.77M +23,066 +7%
Ameriprise
20
Ameriprise
Minnesota
$66.3M -$56.7M -274,098 -45%
AI
21
Axiom Investors
Connecticut
$65.8M +$17.8M +86,140 +35%
T. Rowe Price Investment Management
22
T. Rowe Price Investment Management
Maryland
$64.8M +$336K +1,626 +0.5%
VBA
23
Van Berkom & Associates
Quebec, Canada
$64.5M -$13.5M -65,090 -17%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$63.3M -$7.66M -37,043 -10%
GC
25
Greenvale Capital
United Kingdom
$60.7M -$54.2M -262,104 -46%

FCN Hedge Fund Activity: Q4 2023 in Review

368 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FTI Consulting (FCN) for Q4 2023, worth a combined $7.26B — up 13% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FCN positions and 21 closed out — a net gain of 22 holders — while 140 added to existing stakes and 132 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $277M. The largest seller was Ameriprise, cutting an estimated $56.7M.

  • 368 institutional investors held FTI Consulting (FCN) as of Q4 2023, up from 352 in Q3 2023.
  • Funds reported $7.26B of FTI Consulting stock for Q4 2023, up 13% quarter-over-quarter.
  • 43 funds opened new FTI Consulting positions in Q4 2023 and 21 closed out, a net change of +22 holders.
  • The largest FTI Consulting buyer in Q4 2023 was Morgan Stanley, an estimated $277M added.
  • The largest FTI Consulting seller in Q4 2023 was Ameriprise, an estimated $56.7M sold.

Based on aggregated 13F filings for Q4 2023.