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First Citizens BancShares

177 hedge funds and large institutions have $2.32B invested in First Citizens BancShares in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

5% more funds holding

Funds holding: 168177 (+9)

3% more capital invested

Capital invested by funds: $2.26B → $2.32B (+$58.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.02% less ownership

Funds ownership: 48.41%48.39% (-0.02%)

Holders
177
Holders Change
+9
Holders Change %
+5.36%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
57
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$448M -$60.2M -132,219 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M -$5.33M -11,721 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$208M -$16.7M -36,594 -8%
BlackRock
4
BlackRock
New York
$167M +$2.15M +4,733 +1%
State Street
5
State Street
Massachusetts
$89M +$7.32M +16,081 +9%
Canada Life
6
Canada Life
Manitoba, Canada
$82.4M +$6.17M +13,551 +8%
Wells Fargo
7
Wells Fargo
California
$78.8M +$3.74M +8,230 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$68.7M +$268K +588 +0.4%
RA
9
Royce & Associates
New York
$56.4M -$3.01M -6,607 -5%
SFM
10
Systematic Financial Management
New Jersey
$53.6M +$267K +586 +0.5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$46M +$299K +657 +0.7%
FCBT
12
First Citizens Bank & Trust
North Carolina
$45.1M -$247K -543 -0.6%
Norges Bank
13
Norges Bank
Norway
$41.8M -$643K -1,414 -2%
MAM
14
Martingale Asset Management
Massachusetts
$35.4M +$1.24M +2,724 +4%
AQR Capital Management
15
AQR Capital Management
Connecticut
$35.2M +$10M +22,063 +42%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$32.1M -$9.76M -21,457 -24%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$31.2M -$997K -2,192 -3%
Charles Schwab
18
Charles Schwab
California
$31.1M +$1.41M +3,089 +5%
AL
19
AJO LP
Pennsylvania
$27.5M +$14.9M +32,661 +127%
Boston Partners
20
Boston Partners
Massachusetts
$24.6M -$474K -1,041 -2%
Northern Trust
21
Northern Trust
Illinois
$22.5M -$29.6K -65 -0.1%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$19.8M -$2.46M -5,407 -11%
EVM
23
Eaton Vance Management
Massachusetts
$18.5M +$2.76M +6,076 +18%
Renaissance Technologies
24
Renaissance Technologies
New York
$17.9M +$3.32M +7,300 +24%
Brown Advisory
25
Brown Advisory
Maryland
$17.5M -$455K -1,000 -3%