FISI icon

Financial Institutions
FISI

Overview Fund Activity

101 hedge funds and large institutions have $214M invested in Financial Institutions in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
101
Holders Change
-5
Holders Change %
-4.72%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
40
Reduced
34
Closed
11
Calls
$17K
Puts
$4K
Net Calls
+$13K
Net Calls Change
-$54K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.13M
2
CC
2
Courier Capital
New York
$4.63M
3
ACM
3
Ategra Capital Management
Virginia
$11.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.32M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.65M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.47M
2
GCP
2
GSA Capital Partners
United Kingdom
$0
3
ATC
3
Argent Trust Co
Tennessee
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$4.6M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$2.19M 102,990 -3,679 -3%
Federated Hermes
27
Federated Hermes
Pennsylvania
$1.47M 69,125 – –
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.27M 59,440 +10,204 +21%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$1.27M 59,419 +11 +0%
MAM
30
Martingale Asset Management
Massachusetts
$1.25M 58,632 -3,400 -5%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$1.21M 56,567 -7,770 -12%
EF
32
Empowered Funds
Pennsylvania
$1.15M 54,225 +4,800 +10%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$1.15M 53,897 -282 -0.5%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$1.12M 52,712 -12,424 -19%
Barclays
35
Barclays
United Kingdom
$1.07M 50,278 +15,541 +45%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.06M 49,939 -9,443 -16%
CCM
37
Cutler Capital Management
Massachusetts
$972K 45,646 +46 +0.1%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$958K 44,987 -4,600 -9%
Bank of America
39
Bank of America
North Carolina
$942K 44,220 -3,425 -7%
Ameriprise
40
Ameriprise
Minnesota
$882K 41,407 +9,755 +31%
Victory Capital Management
41
Victory Capital Management
Texas
$671K 31,500 -13,300 -30%
QC
42
Quadrature Capital
United Kingdom
$666K 31,260 +8,206 +36%
Man Group
43
Man Group
United Kingdom
$634K 29,769 +29,769 New
AQR Capital Management
44
AQR Capital Management
Connecticut
$624K 29,316 -21,726 -43%
GC
45
Globeflex Capital
California
$614K 28,817 – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$609K 28,588 -3,535 -11%
SO
47
STRS Ohio
Ohio
$583K 27,400 -3,900 -12%
TI
48
Trexquant Investment
Connecticut
$578K 27,139 -8,103 -23%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$536K 25,154 -240 -0.9%
CIC
50
Cornercap Investment Counsel
Georgia
$517K 24,275 +432 +2%
1
2
3 4 5