We are live on ! Find out more
FHN icon

First Horizon

529 hedge funds and large institutions have $6.94B invested in First Horizon in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 159 increasing their positions, 185 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 43

48% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $16.6M

7% more funds holding

Funds holding: 495529 (+34)

4% less capital invested

Capital invested by funds: $7.22B → $6.94B (-$275M)

1.58% less ownership

Funds ownership: 80.62%79.05% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 185

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
529
Holders Change
+34
Holders Change %
+6.87%
% of All Funds
8.14%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
86
Increased
159
Reduced
185
Closed
43
Calls
$24.6M
Puts
$16.6M
Net Calls
+$8.02M
Net Calls Change
-$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.01B +$37.9M +2,274,413 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$943M -$27.8M -1,667,459 -3%
State Street
3
State Street
Massachusetts
$375M -$8.69M -521,198 -2%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$354M -$22.1M -1,328,456 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$279M -$173M -10,354,312 -38%
LSV Asset Management
6
LSV Asset Management
Illinois
$247M +$4.49M +269,586 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$194M -$23M -1,382,321 -10%
JP Morgan Chase
8
JP Morgan Chase
New York
$185M -$25.3M -1,518,271 -12%
Charles Schwab
9
Charles Schwab
California
$172M +$2.18M +130,689 +1%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$134M -$1.18M -70,976 -0.9%
Invesco
11
Invesco
Georgia
$132M +$442K +26,530 +0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$121M +$1.41M +84,473 +1%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$119M -$13.3M -794,780 -10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$115M +$9.03M +541,390 +8%
Bank of America
15
Bank of America
North Carolina
$109M -$371K -22,249 -0.3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$107M -$16.7M -1,002,627 -13%
SAM
17
Silvercrest Asset Management
New York
$102M +$11.9M +712,566 +13%
Parnassus Investments
18
Parnassus Investments
California
$93.5M
Norges Bank
19
Norges Bank
Norway
$82.8M -$1.43M -85,919 -2%
Franklin Resources
20
Franklin Resources
California
$80.3M -$1.22M -73,471 -1%
JIC
21
Johnson Investment Counsel
Ohio
$80M +$4.09M +245,183 +5%
Northern Trust
22
Northern Trust
Illinois
$67.6M -$2M -120,169 -3%
AssetMark Inc
23
AssetMark Inc
California
$57.8M +$13M +777,372 +28%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$49.9M +$2.01M +120,320 +4%
N
25
Nuveen
North Carolina
$46.8M -$2.13M -127,490 -4%

FHN Hedge Fund Activity: Q4 2021 in Review

529 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q4 2021, worth a combined $6.94B — down 3.8% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FHN positions and 43 closed out — a net gain of 43 holders — while 159 added to existing stakes and 185 trimmed.

The largest buyer was BlackRock, adding an estimated $37.9M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 529 institutional investors held First Horizon (FHN) as of Q4 2021, up from 495 in Q3 2021.
  • Funds reported $6.94B of First Horizon stock for Q4 2021, down 3.8% quarter-over-quarter.
  • 86 funds opened new First Horizon positions in Q4 2021 and 43 closed out, a net change of +43 holders.
  • The largest First Horizon buyer in Q4 2021 was BlackRock, an estimated $37.9M added.
  • The largest First Horizon seller in Q4 2021 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2021.