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First Horizon

425 hedge funds and large institutions have $4.33B invested in First Horizon in 2020 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 64 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 64

91% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 57

41% more capital invested

Capital invested by funds: $3.07B → $4.33B (+$1.27B)

13% more funds holding

Funds holding: 377425 (+48)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

16.66% less ownership

Funds ownership: 99.86%83.2% (-17%)

30% less call options, than puts

Call options by funds: $7.68M | Put options by funds: $10.9M

Holders
425
Holders Change
+48
Holders Change %
+12.73%
% of All Funds
8.58%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
109
Increased
202
Reduced
64
Closed
57
Calls
$7.68M
Puts
$10.9M
Net Calls
-$3.23M
Net Calls Change
-$5.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$503M +$205M +21,820,207 +69%
BlackRock
2
BlackRock
New York
$501M +$181M +19,273,731 +57%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$297M +$94.9M +10,096,555 +47%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$200M +$120M +12,747,194 +150%
Citadel Advisors
5
Citadel Advisors
Florida
$189M +$79.6M +8,472,418 +73%
State Street
6
State Street
Massachusetts
$183M +$67.4M +7,173,674 +60%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$167M +$8.34M +886,758 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$150M +$70.9M +7,547,864 +86%
Parnassus Investments
9
Parnassus Investments
California
$107M +$29.7M +3,162,163 +39%
Franklin Resources
10
Franklin Resources
California
$99.1M -$86.2M -9,167,988 -47%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$81.1M +$13.1M +1,388,654 +19%
SAM
12
Silvercrest Asset Management
New York
$76.4M +$76.2M +8,102,031 New
Northern Trust
13
Northern Trust
Illinois
$67M +$31M +3,295,428 +87%
Invesco
14
Invesco
Georgia
$65.5M +$21.3M +2,261,336 +48%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$62.1M +$23.2M +2,462,886 +60%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$62M +$23.5M +2,500,927 +61%
LSV Asset Management
17
LSV Asset Management
Illinois
$57.8M +$12.6M +1,339,912 +28%
Norges Bank
18
Norges Bank
Norway
$57.3M +$24.4M +2,597,360 +75%
Bank of America
19
Bank of America
North Carolina
$50.1M +$25M +2,655,532 +100%
Charles Schwab
20
Charles Schwab
California
$46.2M +$20.3M +2,156,075 +79%
CC
21
Carlson Capital
Texas
$44.2M -$36.3M -3,860,298 -45%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$43.9M +$175K +18,600 +0.4%
PPA
23
Parametric Portfolio Associates
Washington
$39.1M +$17.4M +1,847,203 +80%
JIC
24
Johnson Investment Counsel
Ohio
$35.8M +$35.3M +3,750,413 New
Wells Fargo
25
Wells Fargo
California
$35.4M +$27.1M +2,888,001 +332%

FHN Hedge Fund Activity: Q3 2020 in Review

425 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q3 2020, worth a combined $4.33B — up 41% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FHN positions and 57 closed out — a net gain of 52 holders — while 202 added to existing stakes and 64 trimmed.

The largest buyer was Vanguard Group, adding an estimated $205M. The largest seller was Franklin Resources, cutting an estimated $86.2M.

  • 425 institutional investors held First Horizon (FHN) as of Q3 2020, up from 377 in Q2 2020.
  • Funds reported $4.33B of First Horizon stock for Q3 2020, up 41% quarter-over-quarter.
  • 109 funds opened new First Horizon positions in Q3 2020 and 57 closed out, a net change of +52 holders.
  • The largest First Horizon buyer in Q3 2020 was Vanguard Group, an estimated $205M added.
  • The largest First Horizon seller in Q3 2020 was Franklin Resources, an estimated $86.2M sold.

Based on aggregated 13F filings for Q3 2020.