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Financial Institutions
FISI

Overview Fund Activity

130 hedge funds and large institutions have $322M invested in Financial Institutions in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
39
Reduced
48
Closed
10
Calls
$1.51M
Puts
$1.36M
Net Calls
+$151K
Net Calls Change
-$78K

Top Buyers

1
State Street
1
State Street
Massachusetts
$15M
2
BlackRock
2
BlackRock
New York
$36.1M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.78M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.42M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$450K

Top Sellers

1
CCM
1
Community Capital Management
Florida
$1.41M
2
EC
2
EJF Capital
Virginia
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$8.62M
4
Charles Schwab
4
Charles Schwab
California
$5.48M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
26
Eaton Vance Management
Massachusetts
$2.81M 93,335 – –
GCM
27
Gator Capital Management
Florida
$2.62M 87,043 +14,500 +20%
PPA
28
Parametric Portfolio Associates
Washington
$2.59M 86,086 +44 +0.1%
RA
29
Royce & Associates
New York
$2.29M 75,893 -15,089 -17%
WC
30
Walthausen & Co
New York
$2.26M 74,900 – –
Federated Hermes
31
Federated Hermes
Pennsylvania
$2.12M 70,182 – –
ROC
32
River Oaks Capital
Minnesota
$2.08M 69,100 -22,500 -25%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$1.96M 64,929 +10 +0%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$1.85M 58,570 +572 +1%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.78M 58,987 +19,000 +48%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$1.7M 56,304 +2,002 +4%
PCA
37
PL Capital Advisors
Florida
$1.51M 50,000 – –
Two Sigma Investments
38
Two Sigma Investments
New York
$1.42M 47,191 +12,326 +35%
Citadel Advisors
39
Citadel Advisors
Florida
$1.42M 47,192 +18,352 +64%
CCM
40
Community Capital Management
Florida
$1.41M 12,000 -48,100 -80%
Bank of America
41
Bank of America
North Carolina
$1.34M 44,532 +2,514 +6%
Goldman Sachs
42
Goldman Sachs
New York
$1.32M 43,873 -13,075 -23%
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.26M 41,890 +1 +0%
Victory Capital Management
44
Victory Capital Management
Texas
$1.26M 41,671 -8,339 -17%
Millennium Management
45
Millennium Management
New York
$1.18M 39,203 -17,132 -30%
CIC
46
Cornercap Investment Counsel
Georgia
$1.18M 39,201 -203 -0.5%
CCM
47
Cutler Capital Management
Massachusetts
$1.02M 34,000 +1,000 +3%
Morgan Stanley
48
Morgan Stanley
New York
$961K 31,921 +2,833 +10%
GC
49
Globeflex Capital
California
$944K 31,346 – –
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$857K 28,455 -266 -0.9%
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