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First Horizon

481 hedge funds and large institutions have $7.67B invested in First Horizon in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 148 increasing their positions, 162 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $16.5M

31% more capital invested

Capital invested by funds: $5.84B → $7.67B (+$1.83B)

31% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 58

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 465481 (+16)

0.16% less ownership

Funds ownership: 82.25%82.09% (-0.16%)

9% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 162

Holders
481
Holders Change
+16
Holders Change %
+3.44%
% of All Funds
8.45%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
76
Increased
148
Reduced
162
Closed
58
Calls
$28.2M
Puts
$16.5M
Net Calls
+$11.7M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.06B +$194M +12,253,300 +24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$999M +$34.9M +2,208,808 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$523M +$4.6M +290,745 +0.9%
State Street
4
State Street
Massachusetts
$384M +$22.7M +1,437,804 +7%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$323M +$27.3M +1,723,864 +10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$314M -$37.8M -2,387,118 -11%
JP Morgan Chase
7
JP Morgan Chase
New York
$245M +$1.56M +98,919 +0.7%
Franklin Resources
8
Franklin Resources
California
$175M -$28M -1,770,399 -15%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$157M +$253K +16,019 +0.2%
Charles Schwab
10
Charles Schwab
California
$155M +$65.1M +4,115,436 +81%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$144M +$20.5M +1,295,468 +18%
Parnassus Investments
12
Parnassus Investments
California
$142M -$15.3M -967,422 -10%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$133M +$12M +758,180 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$131M +$4.94M +312,512 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$124M +$8.57M +542,040 +8%
Citadel Advisors
16
Citadel Advisors
Florida
$122M -$148M -9,379,460 -56%
Norges Bank
17
Norges Bank
Norway
$102M -$5.52M -349,216 -5%
SAM
18
Silvercrest Asset Management
New York
$90.6M -$46.8M -2,957,524 -36%
LSV Asset Management
19
LSV Asset Management
Illinois
$87M -$3.34M -211,450 -4%
Invesco
20
Invesco
Georgia
$82.9M +$13.8M +870,121 +22%
Bank of America
21
Bank of America
North Carolina
$80.8M -$6.27M -396,525 -8%
Northern Trust
22
Northern Trust
Illinois
$80.6M -$614K -38,821 -0.8%
JIC
23
Johnson Investment Counsel
Ohio
$71.6M -$2.51M -158,724 -4%
Principal Financial Group
24
Principal Financial Group
Iowa
$61.3M +$15.5M +982,828 +37%
PPA
25
Parametric Portfolio Associates
Washington
$60.4M -$9.15M -578,726 -14%

FHN Hedge Fund Activity: Q1 2021 in Review

481 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q1 2021, worth a combined $7.67B — up 31% from $5.84B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FHN positions and 58 closed out — a net gain of 18 holders — while 148 added to existing stakes and 162 trimmed.

The largest buyer was BlackRock, adding an estimated $194M. The largest seller was Citadel Advisors, cutting an estimated $148M.

  • 481 institutional investors held First Horizon (FHN) as of Q1 2021, up from 465 in Q4 2020.
  • Funds reported $7.67B of First Horizon stock for Q1 2021, up 31% quarter-over-quarter.
  • 76 funds opened new First Horizon positions in Q1 2021 and 58 closed out, a net change of +18 holders.
  • The largest First Horizon buyer in Q1 2021 was BlackRock, an estimated $194M added.
  • The largest First Horizon seller in Q1 2021 was Citadel Advisors, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2021.