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Financial Institutions
FISI

Overview Fund Activity

129 hedge funds and large institutions have $366M invested in Financial Institutions in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
48
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16M
2
BCM
2
Bridgeway Capital Management
Texas
$3.48M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.43M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$7.98M
5
State Street
5
State Street
Massachusetts
$11.9M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$1.63M
2
FP
2
Foundry Partners
Minnesota
$3.83M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.2M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.5M
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
26
Eaton Vance Management
Massachusetts
$3M 93,335 – –
HIM
27
Hillsdale Investment Management
Ontario, Canada
$2.99M 93,239 +13,300 +17%
Invesco
28
Invesco
Georgia
$2.69M 83,910 -617 -0.7%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$2.43M 75,820 +23,381 +45%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$2.37M 73,969 -3,500 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.17M 67,600 +3,000 +5%
Millennium Management
32
Millennium Management
New York
$2.07M 64,610 +20,635 +47%
Goldman Sachs
33
Goldman Sachs
New York
$2.05M 64,002 +8,324 +15%
Ameriprise
34
Ameriprise
Minnesota
$2.04M 63,669 -6,435 -9%
PPA
35
Parametric Portfolio Associates
Washington
$2.04M 63,578 -9,205 -13%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.81M 56,304 -1,381 -2%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$1.75M 54,431 +5,863 +12%
MCM
38
Matarin Capital Management
New York
$1.7M 52,824 -2,468 -4%
American Century Companies
39
American Century Companies
Missouri
$1.63M 50,771 -75,866 -60%
Bank of America
40
Bank of America
North Carolina
$1.61M 50,174 +65 +0.1%
WC
41
Walthausen & Co
New York
$1.6M 49,890 +5,000 +11%
CAM
42
ClariVest Asset Management
California
$1.58M 49,323 -1,000 -2%
Bessemer Group
43
Bessemer Group
New Jersey
$1.53M 47,700 -54 -0.1%
Federated Hermes
44
Federated Hermes
Pennsylvania
$1.45M 45,235 +9,804 +28%
First Trust Advisors
45
First Trust Advisors
Illinois
$1.43M 44,504 -1,082 -2%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.38M 43,074 -5,925 -12%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.35M 42,078 -233 -0.6%
Wells Fargo
48
Wells Fargo
California
$1.2M 37,253 +7,088 +23%
Morgan Stanley
49
Morgan Stanley
New York
$1.17M 36,532 +14,038 +62%
Man Group
50
Man Group
United Kingdom
$1.17M 36,411 -100 -0.3%
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