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Financial Institutions
FISI

Overview Fund Activity

115 hedge funds and large institutions have $325M invested in Financial Institutions in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
41
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.1M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.39M
3
State Street
3
State Street
Massachusetts
$11.6M
4
Millennium Management
4
Millennium Management
New York
$1.18M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$634K

Top Sellers

1
BlackRock
1
BlackRock
New York
$36.3M
2
EC
2
EJF Capital
Virginia
$1.39M
3
MSL
3
Mackay Shields LLC
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.2M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WC
26
Walthausen & Co
New York
$2.72M 90,800 +7,250 +9%
RA
27
Royce & Associates
New York
$2.67M 88,918 +1,297 +1%
PPA
28
Parametric Portfolio Associates
Washington
$2.65M 88,469 +1,610 +2%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$2.33M 77,517 +18,748 +32%
American Century Companies
30
American Century Companies
Missouri
$2.31M 76,985 +15,583 +25%
Invesco
31
Invesco
Georgia
$2.16M 71,896 +2,435 +4%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$2.01M 66,919 +132 +0.2%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$1.98M 65,825 -4,087 -6%
Federated Hermes
34
Federated Hermes
Pennsylvania
$1.87M 62,276 – –
CCM
35
Community Capital Management
Florida
$1.8M 60,123 +20,319 +51%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$1.58M 52,491 +17,352 +49%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.54M 51,424 +10,600 +26%
Victory Capital Management
38
Victory Capital Management
Texas
$1.5M 49,890 -2,805 -5%
EC
39
EJF Capital
Virginia
$1.39M 46,187 -126,063 -73%
CIC
40
Cornercap Investment Counsel
Georgia
$1.37M 45,655 +419 +0.9%
MAM
41
Martingale Asset Management
Massachusetts
$1.34M 44,633 -3,599 -7%
Bank of America
42
Bank of America
North Carolina
$1.33M 44,434 -15,149 -25%
Ameriprise
43
Ameriprise
Minnesota
$1.24M 41,263 -2,897 -7%
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.21M 40,207 +4,233 +12%
Millennium Management
45
Millennium Management
New York
$1.18M 39,436 +22,741 +136%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.11M 36,921 +16,723 +83%
Goldman Sachs
47
Goldman Sachs
New York
$1M 33,395 +314 +0.9%
CAM
48
ClariVest Asset Management
California
$957K 31,926 – –
GC
49
Globeflex Capital
California
$940K 31,346 – –
Morgan Stanley
50
Morgan Stanley
New York
$916K 30,521 +19,989 +190%
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