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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
ME
476
McIlrath & Eck
Washington
$5K – – –
ONST
477
Old North State Trust
North Carolina
$5K – – –
BU
478
BBVA USA
Alabama
$5K +$5.19K +286 New
SIM
479
Sonora Investment Management
Arizona
$4K – – –
AAP
480
Arax Advisory Partners
Colorado
$4K +$4.27K +235 New
FRA
481
Front Row Advisors
California
$3K – – –
JFA
482
JNBA Financial Advisors
Minnesota
$3K – – –
SWM
483
Selective Wealth Management
Virginia
$3K – – –
SWM
484
Sugarloaf Wealth Management
Georgia
$3K – – –
TFO
485
Tarbox Family Office
California
$3K – – –
TAIM
486
TD Ameritrade Investment Management
Nebraska
$3K +$3.03K +167 New
Nisa Investment Advisors
487
Nisa Investment Advisors
Missouri
$2.2K -$478K -26,300 -17%
PWMG
488
Prestige Wealth Management Group
New Jersey
$2K – – –
BWM
489
BerganKDV Wealth Management
Minnesota
$2K +$18 +1 +0.8%
TPCW
490
TD Private Client Wealth
New York
$1.3K – – –
GI
491
Gradient Investments
Minnesota
$1K -$72K -3,966 -99%
EARNEST Partners
492
EARNEST Partners
Georgia
$1K – – –
LWP
493
Laurel Wealth Planning
Minnesota
$1K – – –
WT
494
Whittier Trust
California
$1K – – –
FI
495
FormulaFolio Investments
Michigan
$1K +$708 +39 New
FMP
496
Financial Management Professionals
Texas
$1K +$1.16K +64 New
WA
497
Waddell & Associates
Tennessee
$418 +$439K +24,175 New
BBHC
498
Brown Brothers Harriman & Co
New York
$9 +$36 +2 +0.4%
DFO
499
Duquesne Family Office
New York
– -$33M -1,954,150 Closed
Balyasny Asset Management
500
Balyasny Asset Management
Illinois
– -$30M -1,773,864 Closed
18 19
20
21 22

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.