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Financial Institutions
FISI

Overview Fund Activity

124 hedge funds and large institutions have $359M invested in Financial Institutions in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
46
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$6.75M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.49M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$3.46M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
EPCA
2
Elizabeth Park Capital Advisors
Ohio
$2.96M
3
MCM
3
Maltese Capital Management
New York
$0
4
CAM
4
ClariVest Asset Management
California
$3.07M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.54M 112,571 +1,271 +1%
Assenagon Asset Management
27
Assenagon Asset Management
Luxembourg
$3.46M 110,256 +110,256 New
Fuller & Thaler Asset Management
28
Fuller & Thaler Asset Management
California
$3.41M 108,507 +1,471 +1%
PPA
29
Parametric Portfolio Associates
Washington
$3.2M 102,025 +48,184 +89%
AIS
30
AlphaOne Investment Services
Pennsylvania
$3.1M 98,723 -22,913 -19%
CAM
31
ClariVest Asset Management
California
$3.07M 97,812 -26,400 -21%
EPCA
32
Elizabeth Park Capital Advisors
Ohio
$2.96M 94,229 -190,747 -67%
MAM
33
Martingale Asset Management
Massachusetts
$2.95M 93,841 +53,330 +132%
EVM
34
Eaton Vance Management
Massachusetts
$2.93M 93,335 – –
American Century Companies
35
American Century Companies
Missouri
$2.72M 86,601 – –
Invesco
36
Invesco
Georgia
$2.64M 84,081 +24,102 +40%
BCM
37
Bridgeway Capital Management
Texas
$2.5M 79,600 – –
Goldman Sachs
38
Goldman Sachs
New York
$2.13M 67,863 +48,614 +253%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$2M 63,641 +9,841 +18%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$1.86M 59,200 -23,600 -29%
Allianz Asset Management
41
Allianz Asset Management
Germany
$1.78M 56,766 +56,766 New
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.75M 55,834 +3,500 +7%
USAA
43
United Services Automobile Association
Texas
$1.72M 54,741 +1,300 +2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$1.55M 49,371 -2,400 -5%
MSL
45
Mackay Shields LLC
New York
$1.55M 49,195 -1,100 -2%
TCIM
46
TIAA CREF Investment Management
New York
$1.5M 47,857 -5,079 -10%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.48M 47,225 +7,621 +19%
WC
48
Walthausen & Co
New York
$1.33M 42,430 +42,430 New
Ameriprise
49
Ameriprise
Minnesota
$1.3M 41,405 +8,596 +26%
B
50
Bailard
California
$1.27M 40,400 – –
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