FISI icon

Financial Institutions
FISI

Overview Fund Activity

106 hedge funds and large institutions have $168M invested in Financial Institutions in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 4 closing their positions.

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
42
Reduced
41
Closed
4
Calls
$79K
Puts
$12K
Net Calls
+$67K
Net Calls Change
+$180K

Top Buyers

1
CC
1
Courier Capital
New York
$1.82M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$859K
3
GCP
3
GSA Capital Partners
United Kingdom
$873K
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$829K
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.89M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$835K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$999K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Bridgeway Capital Management
Texas
$1.67M 99,425 +3,950 +4%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$1.49M 88,661 -7,454 -8%
Federated Hermes
28
Federated Hermes
Pennsylvania
$1.16M 69,125 -1,057 -2%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$1.1M 65,136 +24,235 +59%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.08M 64,337 -8,506 -12%
MAM
31
Martingale Asset Management
Massachusetts
$1.04M 62,032 +5,538 +10%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$1M 59,408 – –
Two Sigma Investments
33
Two Sigma Investments
New York
$999K 59,382 -73,635 -55%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$912K 54,179 +2,757 +5%
GCP
35
GSA Capital Partners
United Kingdom
$873K 51,877 +29,140 +128%
AQR Capital Management
36
AQR Capital Management
Connecticut
$859K 51,042 +51,042 New
Two Sigma Advisers
37
Two Sigma Advisers
New York
$835K 49,587 -91,100 -65%
EF
38
Empowered Funds
Pennsylvania
$832K 49,425 +3,950 +9%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$829K 49,236 +25,889 +111%
Bank of America
40
Bank of America
North Carolina
$802K 47,645 +2,390 +5%
ATC
41
Argent Trust Co
Tennessee
$786K 46,695 +10,616 +29%
CCM
42
Cutler Capital Management
Massachusetts
$767K 45,600 +2,600 +6%
Victory Capital Management
43
Victory Capital Management
Texas
$754K 44,800 +1,788 +4%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$674K 40,044 +5,653 +16%
TI
45
Trexquant Investment
Connecticut
$593K 35,242 -13,286 -27%
Barclays
46
Barclays
United Kingdom
$586K 34,737 -505 -1%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$541K 32,123 +2,336 +8%
Ameriprise
48
Ameriprise
Minnesota
$533K 31,652 +3,725 +13%
SO
49
STRS Ohio
Ohio
$526K 31,300 -2,100 -6%
Man Group
50
Man Group
United Kingdom
– – -27,842 Closed
1
2
3 4 5