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Financial Institutions
FISI

Overview Fund Activity

121 hedge funds and large institutions have $205M invested in Financial Institutions in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
51
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$10.2M
2
BlackRock
2
BlackRock
New York
$23.5M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$1.47M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$3.08M
5
HC
5
HNP Capital
New York
$312K

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$0
2
OAM
2
Oxford Asset Management
United Kingdom
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$287K
4
Prudential Financial
4
Prudential Financial
New Jersey
$4.61M
5
RA
5
Royce & Associates
New York
$8.33M
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
26
Eaton Vance Management
Massachusetts
$1.69M 93,335 – –
HIM
27
Hillsdale Investment Management
Ontario, Canada
$1.69M 93,239 – –
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$1.48M 88,748 +12,928 +17%
Invesco
29
Invesco
Georgia
$1.47M 80,902 -3,008 -4%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$1.47M 81,083 +26,652 +49%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.39M 76,707 +9,107 +13%
Ameriprise
32
Ameriprise
Minnesota
$1.35M 74,371 +10,702 +17%
Goldman Sachs
33
Goldman Sachs
New York
$1.27M 70,036 +6,034 +9%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$1.14M 63,039 -10,930 -15%
WC
35
Walthausen & Co
New York
$1.06M 58,170 +8,280 +17%
Bank of America
36
Bank of America
North Carolina
$1.04M 57,030 +6,856 +14%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$973K 53,631 -2,673 -5%
Federated Hermes
38
Federated Hermes
Pennsylvania
$905K 49,907 +4,672 +10%
Bessemer Group
39
Bessemer Group
New Jersey
$865K 47,700 – –
Millennium Management
40
Millennium Management
New York
$860K 47,388 -17,222 -27%
CAM
41
ClariVest Asset Management
California
$846K 46,623 -2,700 -5%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$813K 44,807 +1,733 +4%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$761K 41,934 +9,000 +27%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$741K 40,851 +6,092 +18%
MCM
45
Matarin Capital Management
New York
$735K 40,509 -12,315 -23%
Victory Capital Management
46
Victory Capital Management
Texas
$724K 39,902 +8,104 +25%
WCM
47
Wedge Capital Management
North Carolina
$702K 38,691 +6,949 +22%
CIC
48
Cornercap Investment Counsel
Georgia
$693K 38,197 +3,397 +10%
First Trust Advisors
49
First Trust Advisors
Illinois
$680K 37,508 -6,996 -16%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$633K 34,897 -580 -2%
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