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First Horizon

327 hedge funds and large institutions have $4.92B invested in First Horizon in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2.16% more ownership

Funds ownership: 85.86%88.03% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 109

2% less capital invested

Capital invested by funds: $5.01B → $4.92B (-$88.1M)

5% less funds holding

Funds holding: 346327 (-19)

19% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $14.4M

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

Holders
327
Holders Change
-19
Holders Change %
-5.49%
% of All Funds
7.47%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
42
Increased
114
Reduced
109
Closed
58
Calls
$11.7M
Puts
$14.4M
Net Calls
-$2.68M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$520M +$8.27M +458,506 +2%
BlackRock
2
BlackRock
New York
$503M -$13.9M -769,270 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$336M +$126M +7,001,217 +56%
Franklin Resources
4
Franklin Resources
California
$279M -$1.4M -77,400 -0.5%
State Street
5
State Street
Massachusetts
$277M -$3.03M -167,884 -1%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$253M +$47.2M +2,617,314 +22%
Invesco
7
Invesco
Georgia
$239M -$19.1M -1,057,394 -7%
Parnassus Investments
8
Parnassus Investments
California
$140M +$28M +1,549,874 +24%
JP Morgan Chase
9
JP Morgan Chase
New York
$123M +$3.48M +192,610 +3%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$101M -$189K -10,479 -0.2%
OHCM
11
Oak Hill Capital Management
New York
$93.1M
FCM
12
Frontier Capital Management
Massachusetts
$88.1M +$5.54M +306,921 +6%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$88.1M +$949K +52,577 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$86.7M +$10.1M +559,195 +13%
NIMC
15
NWQ Investment Management Company
California
$76.1M +$27.5M +1,521,079 +49%
Goldman Sachs
16
Goldman Sachs
New York
$75.1M -$25.5M -1,414,272 -25%
EC
17
EJF Capital
Virginia
$63.1M +$31.3M +1,735,314 +90%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.8M +$23.1M +1,281,532 +54%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$62.8M -$2.5M -138,630 -4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$52M +$1.88M +104,265 +4%
SI
21
Scout Investments
Missouri
$47M +$1.92M +106,297 +4%
Norges Bank
22
Norges Bank
Norway
$46.2M
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$44.7M +$16.9M +937,480 +57%
Northern Trust
24
Northern Trust
Illinois
$42.5M -$251K -13,892 -0.6%
Citigroup
25
Citigroup
New York
$42.5M +$13.7M +761,364 +45%

FHN Hedge Fund Activity: Q3 2018 in Review

327 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2018, worth a combined $4.92B — down 1.8% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of FHN and 42 opened new positions — a net loss of 16 holders — while 109 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $126M. The largest seller was Lord, Abbett & Co, cutting an estimated $44.6M.

  • 327 institutional investors held First Horizon (FHN) as of Q3 2018, down from 346 in Q2 2018.
  • Funds reported $4.92B of First Horizon stock for Q3 2018, down 1.8% quarter-over-quarter.
  • 42 funds opened new First Horizon positions in Q3 2018 and 58 closed out, a net change of -16 holders.
  • The largest First Horizon buyer in Q3 2018 was Fidelity Investments, an estimated $126M added.
  • The largest First Horizon seller in Q3 2018 was Lord, Abbett & Co, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2018.