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First Horizon

372 hedge funds and large institutions have $4.17B invested in First Horizon in 2019 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 33

12% more funds holding

Funds holding: 331372 (+41)

4% more capital invested

Capital invested by funds: $4B → $4.17B (+$173M)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

2.4% less ownership

Funds ownership: 84.84%82.44% (-2.4%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

57% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $4.97M

Holders
372
Holders Change
+41
Holders Change %
+12.39%
% of All Funds
8.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
74
Increased
109
Reduced
110
Closed
33
Calls
$2.12M
Puts
$4.97M
Net Calls
-$2.85M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$503M +$3.52M +223,044 +0.7%
BlackRock
2
BlackRock
New York
$493M +$7.09M +448,685 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$324M -$101M -6,374,367 -24%
Franklin Resources
4
Franklin Resources
California
$259M -$1.6M -101,200 -0.6%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$204M -$68.7M -4,348,466 -26%
State Street
6
State Street
Massachusetts
$195M -$7.73M -489,054 -4%
JP Morgan Chase
7
JP Morgan Chase
New York
$136M +$31M +1,960,366 +31%
Parnassus Investments
8
Parnassus Investments
California
$127M -$30.9M -1,952,954 -20%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$107M +$12.6M +796,740 +14%
LSV Asset Management
10
LSV Asset Management
Illinois
$79.4M +$4.74M +300,277 +7%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$77.4M -$14.3M -907,300 -16%
FCM
12
Frontier Capital Management
Massachusetts
$69.9M -$8.4M -531,830 -11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$61.9M -$1.1M -69,505 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$57.2M +$1.19M +75,479 +2%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.7M -$599K -37,885 -1%
NIMC
16
NWQ Investment Management Company
California
$54.5M -$10M -632,644 -16%
First Trust Advisors
17
First Trust Advisors
Illinois
$51.4M +$6.81M +430,843 +16%
Norges Bank
18
Norges Bank
Norway
$49.1M
Invesco
19
Invesco
Georgia
$45.5M -$2.18M -137,956 -5%
Millennium Management
20
Millennium Management
New York
$44.8M -$21.2M -1,339,736 -33%
Northern Trust
21
Northern Trust
Illinois
$39.2M -$1.25M -79,083 -3%
Charles Schwab
22
Charles Schwab
California
$39.1M +$1.47M +93,031 +4%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$35.7M -$2.16M -136,805 -6%
Bank of America
24
Bank of America
North Carolina
$33.5M -$5.72M -362,341 -15%
N
25
Nuveen
North Carolina
$30.1M +$18.2M +1,149,794 +162%

FHN Hedge Fund Activity: Q3 2019 in Review

372 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2019, worth a combined $4.17B — up 4.3% from $4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new FHN positions and 33 closed out — a net gain of 41 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $31M. The largest seller was Fidelity Investments, cutting an estimated $101M.

  • 372 institutional investors held First Horizon (FHN) as of Q3 2019, up from 331 in Q2 2019.
  • Funds reported $4.17B of First Horizon stock for Q3 2019, up 4.3% quarter-over-quarter.
  • 74 funds opened new First Horizon positions in Q3 2019 and 33 closed out, a net change of +41 holders.
  • The largest First Horizon buyer in Q3 2019 was JP Morgan Chase, an estimated $31M added.
  • The largest First Horizon seller in Q3 2019 was Fidelity Investments, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2019.