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Financial Institutions
FISI

Overview Fund Activity

117 hedge funds and large institutions have $277M invested in Financial Institutions in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 20 closing their positions.

Holders
117
Holders Change
-13
Holders Change %
-10%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
41
Reduced
40
Closed
20
Calls
–
Puts
$1.3M
Net Calls
-$1.3M
Net Calls Change
-$1.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.23M
2
Millennium Management
2
Millennium Management
New York
$2.51M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.37M
4
CCM
4
Community Capital Management
Florida
$1.5M
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$889K

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$3.21M
2
State Street
2
State Street
Massachusetts
$11.8M
3
CIC
3
Cornercap Investment Counsel
Georgia
$0
4
WC
4
Walthausen & Co
New York
$1.31M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.55M 98,077 -2,538 -3%
RA
27
Royce & Associates
New York
$2.52M 96,967 +21,074 +28%
Millennium Management
28
Millennium Management
New York
$2.51M 96,625 +57,422 +146%
EVM
29
Eaton Vance Management
Massachusetts
$2.43M 93,335 – –
Goldman Sachs
30
Goldman Sachs
New York
$2.37M 90,990 +47,117 +107%
GCM
31
Gator Capital Management
Florida
$2.27M 87,043 – –
Federated Hermes
32
Federated Hermes
Pennsylvania
$1.83M 70,182 – –
ROC
33
River Oaks Capital
Minnesota
$1.81M 69,400 +300 +0.4%
AQR Capital Management
34
AQR Capital Management
Connecticut
$1.74M 67,033 +25,143 +60%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$1.69M 64,892 -37 -0.1%
CCM
36
Community Capital Management
Florida
$1.5M 57,823 +45,823 +382%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$1.47M 56,361 +57 +0.1%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$1.39M 53,419 -5,151 -9%
WC
39
Walthausen & Co
New York
$1.31M 50,240 -24,660 -33%
PCA
40
PL Capital Advisors
Florida
$1.3M 61,200 +11,200 +22%
Victory Capital Management
41
Victory Capital Management
Texas
$1.13M 43,350 +1,679 +4%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.12M 42,987 -16,000 -27%
Citadel Advisors
43
Citadel Advisors
Florida
$1.05M 40,441 -6,751 -14%
Invesco
44
Invesco
Georgia
$928K 35,679 +8,464 +31%
CCM
45
Cutler Capital Management
Massachusetts
$911K 35,000 +1,000 +3%
Two Sigma Investments
46
Two Sigma Investments
New York
$890K 34,210 -12,981 -28%
Parallax Volatility Advisers
47
Parallax Volatility Advisers
California
$889K 34,171 +34,171 New
Bank of America
48
Bank of America
North Carolina
$866K 33,275 -11,257 -25%
GC
49
Globeflex Capital
California
$816K 31,346 – –
Russell Investments Group
50
Russell Investments Group
United Kingdom
$765K 29,434 +14,473 +97%
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