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Financial Institutions
FISI

Overview Fund Activity

103 hedge funds and large institutions have $162M invested in Financial Institutions in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
103
Holders Change
–
Holders Change %
0%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
43
Reduced
26
Closed
19
Calls
$3K
Puts
$116K
Net Calls
-$113K
Net Calls Change
-$220K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$3.64M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.05M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.58M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.09M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.21M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$469K
2
State Street
2
State Street
Massachusetts
$4.41M
3
BCM
3
BHZ Capital Management
California
$0
4
RA
4
Royce & Associates
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$17.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$1.58M 94,436 +94,436 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$1.51M 96,115 -4,207 -4%
BCM
28
Bridgeway Capital Management
Texas
$1.5M 95,475 -1,850 -2%
GCM
29
Gator Capital Management
Florida
$1.37M 87,043 – –
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.15M 72,843 +10,610 +17%
Federated Hermes
31
Federated Hermes
Pennsylvania
$1.1M 70,182 – –
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$935K 59,408 -5,514 -8%
MAM
33
Martingale Asset Management
Massachusetts
$889K 56,494 +15,948 +39%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$809K 51,422 +4,764 +10%
TI
35
Trexquant Investment
Connecticut
$764K 48,528 +20,808 +75%
EST
36
EA Series Trust
Pennsylvania
$716K 45,475 +45,475 New
EF
37
Empowered Funds
Pennsylvania
$716K 45,475 +45,475 New
Bank of America
38
Bank of America
North Carolina
$712K 45,255 +5,592 +14%
Citadel Advisors
39
Citadel Advisors
Florida
$704K 44,707 +2,774 +7%
Victory Capital Management
40
Victory Capital Management
Texas
$677K 43,012 -3,313 -7%
CCM
41
Cutler Capital Management
Massachusetts
$677K 43,000 +3,000 +8%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$644K 40,901 – –
HF
43
HRT Financial
New York
$640K 40,720 +40,720 New
ATC
44
Argent Trust Co
Tennessee
$568K 36,079 +2,011 +6%
QC
45
Quadrature Capital
United Kingdom
$568K 36,067 +18,495 +105%
Barclays
46
Barclays
United Kingdom
$555K 35,242 -3,622 -9%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$541K 34,391 +34,391 New
SO
48
STRS Ohio
Ohio
$525K 33,400 +7,800 +30%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$469K 29,787 -712,716 -96%
Squarepoint
50
Squarepoint
New York
$466K 29,635 +29,635 New
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