FHN icon

First Horizon
FHN

Overview Fund Activity

580 hedge funds and large institutions have $7.92B invested in First Horizon in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 208 increasing their positions, 196 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
-31
Holders Change %
-5.07%
% of All Funds
9.28%
Holding in Top 10
24
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-27.27%
% of All Funds
0.38%
New
83
Increased
208
Reduced
196
Closed
109
Calls
$63M
Puts
$152M
Net Calls
-$89M
Net Calls Change
-$51.9M

Top Buyers

1
LP
LMR Partners
United Kingdom
+$61.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$57.8M
3
State Street
State Street
Massachusetts
+$56.9M
4
FTCM
First Trust Capital Management
Illinois
+$48.8M
5
MAM
Melqart Asset Management
United Kingdom
+$43.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$150M
2
Goldman Sachs
Goldman Sachs
New York
-$64.2M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$39.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$39.5M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
426
Seelaus Asset Management
New Jersey
$255K – – –
ABLA
427
Alan B. Lancz & Associates
Ohio
$254K – – –
NSG
428
Nalls Sherbakoff Group
Tennessee
$249K +$249K +14,299 New
SCA
429
Southern Capital Advisors
Tennessee
$246K +$89.8K +5,050 +58%
HCM
430
Hodges Capital Management
Texas
$245K +$4.29K +245 +2%
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$241K – – –
AAS
432
Avantax Advisory Services
Texas
$238K +$818 +46 +0.3%
CA
433
CapWealth Advisors
Tennessee
$231K -$15K -841 -6%
AWM
434
Accurate Wealth Management
Florida
$228K +$70.1K +3,940 +44%
PIA
435
Pinion Investment Advisors
Kansas
$228K -$72.8K -4,090 -24%
ZIM
436
Zacks Investment Management
Illinois
$226K +$42.5K +2,391 +23%
BTI
437
Blue Trust Inc
Georgia
$225K -$74.2K -3,026 -25%
NP
438
Nilsine Partners
Colorado
$216K +$216K +12,146 New
CA
439
Cetera Advisors
Colorado
$215K +$1.44K +81 +0.7%
WJWM
440
Williams Jones Wealth Management
New York
$214K – – –
PWM
441
Perigon Wealth Management
California
$211K -$84.7K -4,764 -29%
SCP
442
Silverleafe Capital Partners
Tennessee
$209K – – –
HWA
443
HHM Wealth Advisors
Tennessee
$207K – – –
SAM
444
Summit Asset Management
Tennessee
$207K +$39.6K +2,227 +24%
1832 Asset Management
445
1832 Asset Management
Ontario, Canada
$201K +$201K +11,297 New
KAS
446
Kestra Advisory Services
Texas
$199K -$914K -51,418 -82%
PFC
447
Poplar Forest Capital
California
$194K – – –
BBHC
448
Brown Brothers Harriman & Co
New York
$194K +$7.06K +397 +4%
AWM
449
Apollon Wealth Management
South Carolina
$193K +$193K +10,874 New
SWP
450
Stratos Wealth Partners
Ohio
$192K +$178 +10 +0.1%
16 17
18
19 20