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Financial Institutions
FISI

Overview Fund Activity

121 hedge funds and large institutions have $287M invested in Financial Institutions in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
45
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$9.77M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$3.64M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.4M
4
American Century Companies
4
American Century Companies
Missouri
$3.02M
5
MAM
5
Martingale Asset Management
Massachusetts
$3.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.16M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
EPCA
3
Elizabeth Park Capital Advisors
Ohio
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.53M
5
PPA
5
Parametric Portfolio Associates
Washington
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$2.82M 109,678 -18,930 -15%
BFC
27
Banc Funds Company
Illinois
$2.8M 109,806 -17,713 -14%
Invesco
28
Invesco
Georgia
$2.53M 98,252 +14,171 +17%
CAM
29
ClariVest Asset Management
California
$2.43M 94,712 -3,100 -3%
EVM
30
Eaton Vance Management
Massachusetts
$2.4M 93,335 – –
Morgan Stanley
31
Morgan Stanley
New York
$2.16M 84,097 -154,575 -65%
BCM
32
Bridgeway Capital Management
Texas
$2.05M 79,600 – –
AIS
33
AlphaOne Investment Services
Pennsylvania
$2.03M 78,958 -19,765 -20%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$1.68M 65,160 +1,519 +2%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$1.53M 59,700 +500 +0.8%
Deutsche Bank
36
Deutsche Bank
Germany
$1.53M 59,428 -66,090 -53%
USAA
37
United Services Automobile Association
Texas
$1.51M 58,641 +3,900 +7%
Goldman Sachs
38
Goldman Sachs
New York
$1.48M 57,387 -10,476 -15%
Allianz Asset Management
39
Allianz Asset Management
Germany
$1.44M 55,995 -771 -1%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.28M 49,780 +409 +0.8%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.23M 47,734 -8,100 -15%
PPA
42
Parametric Portfolio Associates
Washington
$1.22M 47,262 -54,763 -54%
Ameriprise
43
Ameriprise
Minnesota
$1.18M 46,080 +4,675 +11%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.17M 45,479 -1,746 -4%
WC
45
Walthausen & Co
New York
$1.15M 44,890 +2,460 +6%
MSL
46
Mackay Shields LLC
New York
$1.14M 44,523 -4,672 -9%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$1.13M 43,818 +4,995 +13%
Bank of America
48
Bank of America
North Carolina
$1.08M 41,947 +6,932 +20%
TCIM
49
TIAA CREF Investment Management
New York
$982K 38,197 -9,660 -20%
Bessemer Group
50
Bessemer Group
New Jersey
$923K 35,900 +14,600 +69%
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