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Financial Institutions
FISI

Overview Fund Activity

115 hedge funds and large institutions have $334M invested in Financial Institutions in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
33
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$27.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.95M
3
GCP
3
GSA Capital Partners
United Kingdom
$862K
4
EC
4
EJF Capital
Virginia
$1.9M
5
Franklin Resources
5
Franklin Resources
California
$486K

Top Sellers

1
Invesco
1
Invesco
Georgia
$940K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.42M
3
Millennium Management
3
Millennium Management
New York
$349K
4
DA
4
DCM Advisors
New York
$0
5
BlackRock
5
BlackRock
New York
$36.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
26
Royce & Associates
New York
$2.79M 90,922 +2,004 +2%
PPA
27
Parametric Portfolio Associates
Washington
$2.65M 86,385 -2,084 -2%
American Century Companies
28
American Century Companies
Missouri
$2.52M 82,297 +5,312 +7%
WC
29
Walthausen & Co
New York
$2.52M 82,210 -8,590 -9%
Federated Hermes
30
Federated Hermes
Pennsylvania
$2.15M 70,182 +7,906 +13%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$2.05M 66,912 -7 -0%
Goldman Sachs
32
Goldman Sachs
New York
$1.95M 63,697 +30,302 +91%
EC
33
EJF Capital
Virginia
$1.9M 62,124 +15,937 +35%
CCM
34
Community Capital Management
Florida
$1.84M 60,123 – –
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$1.83M 61,866 -3,959 -6%
MAM
36
Martingale Asset Management
Massachusetts
$1.64M 53,597 +8,964 +20%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$1.6M 52,149 -342 -0.7%
Victory Capital Management
38
Victory Capital Management
Texas
$1.5M 48,910 -980 -2%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$1.42M 46,427 -31,090 -40%
CIC
40
Cornercap Investment Counsel
Georgia
$1.4M 45,655 – –
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.37M 44,824 -6,600 -13%
Bank of America
42
Bank of America
North Carolina
$1.34M 43,807 -627 -1%
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.28M 41,889 +1,682 +4%
Ameriprise
44
Ameriprise
Minnesota
$1.27M 41,508 +245 +0.6%
CCM
45
Cutler Capital Management
Massachusetts
$996K 32,500 +7,500 +30%
CAM
46
ClariVest Asset Management
California
$972K 31,726 -200 -0.6%
GC
47
Globeflex Capital
California
$961K 31,346 – –
Invesco
48
Invesco
Georgia
$940K 30,674 -41,222 -57%
Morgan Stanley
49
Morgan Stanley
New York
$924K 30,148 -373 -1%
Two Sigma Investments
50
Two Sigma Investments
New York
$909K 29,673 -7,248 -20%
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