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First Horizon
FHN

500 hedge funds and large institutions have $7.76B invested in First Horizon in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 176 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $12.7M

47% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 49

16% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 152

4% more funds holding

Funds holding: 481 → 500 (+19)

1% more capital invested

Capital invested by funds: $7.67B → $7.76B (+$96.1M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.57% less ownership

Funds ownership: 82.09% → 81.51% (-0.57%)

Holders
500
Holders Change
+19
Holders Change %
+3.95%
% of All Funds
8.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
176
Reduced
152
Closed
49
Calls
$23.9M
Puts
$12.7M
Net Calls
+$11.2M
Net Calls Change
-$444K

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$167M
2
AssetMark Inc
AssetMark Inc
California
+$60.2M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$52.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$46.7M
5
SOMRS
State of Michigan Retirement System
Michigan
+$40.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$129M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$76.7M
3
SO
STRS Ohio
Ohio
-$51.3M
4
BlackRock
BlackRock
New York
-$50.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
451
Financial Gravity Asset Management
Texas
$17K +$36 +2 New
SGAM
452
Smith Group Asset Management
Texas
$17K +$17.4K +958 New
HFM
453
Harvest Fund Management
China
$16K – – –
Fifth Third Bancorp
454
Fifth Third Bancorp
Ohio
$15K +$6.63K +365 +74%
PWM
455
Prentice Wealth Management
New York
$13K -$853 -47 -6%
ST
456
Smithfield Trust
Pennsylvania
$13K – – –
AIM
457
Anchor Investment Management
South Carolina
$12.3K – – –
PCM
458
Peregrine Capital Management
Minnesota
$12K – – –
PB
459
Pinnacle Bancorp
Nebraska
$11K – – –
HR
460
Howe & Rusling
New York
$11K +$7.08K +390 +157%
MSFP
461
Mark Sheptoff Financial Planning
Connecticut
$11K +$11.8K +650 New
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
GAM
463
Gemmer Asset Management
California
$10K – – –
GWS
464
Glassman Wealth Services
Virginia
$10K – – –
Lazard Asset Management
465
Lazard Asset Management
New York
$10K – – –
SQA
466
Simon Quick Advisors
New Jersey
$10K – – –
AF
467
Allworth Financial
California
$10K +$36 +2 +0.4%
PI
468
PineBridge Investments
New York
$10K +$10.9K +600 New
FCA
469
FinTrust Capital Advisors
South Carolina
$9K – – –
VCM
470
Versant Capital Management
Arizona
$8K -$6.52K -359 -43%
WQ
471
Wealth Quarterback
New Jersey
$8K +$7.43K +409 New
FPS
472
Fieldpoint Private Securities
Connecticut
$7K – – –
MCM
473
Manchester Capital Management
Vermont
$6K – – –
WWM
474
Wolff Wiese Magana
California
$6K – – –
TCOV
475
Trust Company of Vermont
Vermont
$6K +$6.72K +370 New
17 18
19
20 21

FHN Hedge Fund Activity: Q2 2021 in Review

500 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q2 2021, worth a combined $7.76B — up 1.3% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new FHN positions and 49 closed out — a net gain of 23 holders — while 176 added to existing stakes and 152 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $167M. The largest seller was Citadel Advisors, cutting an estimated $129M.

  • 500 institutional investors held First Horizon (FHN) as of Q2 2021, up from 481 in Q1 2021.
  • Funds reported $7.76B of First Horizon stock for Q2 2021, up 1.3% quarter-over-quarter.
  • 72 funds opened new First Horizon positions in Q2 2021 and 49 closed out, a net change of +23 holders.
  • The largest First Horizon buyer in Q2 2021 was LSV Asset Management, an estimated $167M added.
  • The largest First Horizon seller in Q2 2021 was Citadel Advisors, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2021.