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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 %
GFWA
501
Grey Fox Wealth Advisors
Delaware
$34.1K +$34.1K +1,904 New
BF
502
BOK Financial
Oklahoma
$29.7K +$29.7K +1,672 New
AA
503
Ancora Advisors
Ohio
$29.1K – – –
C
504
Covestor
United Kingdom
$29K +$18.9K +1,052 +189%
CA
505
Clearstead Advisors
Ohio
$26.5K – – –
RTL
506
Red Tortoise LLC
Georgia
$25K -$5.3K -298 -17%
EI
507
Ellevest Inc
New York
$23.7K -$66.6K -3,748 -74%
SWM
508
Spire Wealth Management
Virginia
$23.1K -$12.2K -688 -35%
PP
509
PrairieView Partners
Minnesota
$23K – – –
LIA
510
Luken Investment Analytics
Tennessee
$22.2K +$22.2K +1,246 New
AIM
511
Anchor Investment Management
South Carolina
$21.6K – – –
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$19.2K +$5.33K +300 +38%
MFT
513
Moisand Fitzgerald Tamayo
Florida
$18.8K – – –
HCP
514
Hexagon Capital Partners
Arkansas
$18.2K -$1.09K -61 -6%
TCPG
515
Trivant Custom Portfolio Group
California
$17.8K +$17.8K +1,000 New
PFBT
516
Parkside Financial Bank & Trust
Missouri
$16.4K +$391 +22 +2%
BIA
517
Bell Investment Advisors
California
$15K +$409 +23 +3%
TIM
518
Thompson Investment Management
Wisconsin
$14.7K -$1.66M -93,321 -99%
LS
519
Livforsakringsbolaget Skandia
Sweden
$14.2K – – –
ST
520
Smithfield Trust
Pennsylvania
$14K – – –
CMANY
521
Capital Management Associates (New York)
New York
$13.3K – – –
LIM
522
Longfellow Investment Management
Massachusetts
$13.2K – – –
PTC
523
Private Trust Company
Ohio
$11.7K -$605 -34 -5%
CP
524
Castleview Partners
Texas
$11.6K +$11.6K +652 New
PG
525
Proffitt & Goodson
Tennessee
$11.6K +$11.6K +650 New
19 20
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