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Financial Institutions
FISI

Overview Fund Activity

121 hedge funds and large institutions have $288M invested in Financial Institutions in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
43
Reduced
31
Closed
7
Calls
$25K
Puts
$8K
Net Calls
+$17K
Net Calls Change
-$29K

Top Buyers

1
PCA
1
PL Capital Advisors
Florida
$29.1M
2
ZIM
2
Zacks Investment Management
Illinois
$4.71M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.62M
4
SBH
4
Segall Bryant & Hamill
Illinois
$1.36M
5
American Century Companies
5
American Century Companies
Missouri
$7.84M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$7.48M
2
Man Group
2
Man Group
United Kingdom
$0
3
Invesco
3
Invesco
Georgia
$923K
4
Prudential Financial
4
Prudential Financial
New Jersey
$4.66M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.85M 111,940 +34,603 +45%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.48M 97,559 +23,885 +32%
AQR Capital Management
28
AQR Capital Management
Connecticut
$2.04M 80,184 +16,971 +27%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$1.96M 76,887 -4,800 -6%
Federated Hermes
30
Federated Hermes
Pennsylvania
$1.76M 69,277 +152 +0.2%
EF
31
Empowered Funds
Pennsylvania
$1.69M 66,450 +3,350 +5%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.62M 63,691 +63,691 New
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$1.52M 59,725 +1,137 +2%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$1.51M 59,415 – –
MAM
35
Martingale Asset Management
Massachusetts
$1.45M 57,035 +3,603 +7%
SBH
36
Segall Bryant & Hamill
Illinois
$1.36M 53,556 +53,556 New
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$1.28M 50,288 -13,969 -22%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.26M 49,615 -2,817 -5%
CCM
39
Cutler Capital Management
Massachusetts
$1.16M 45,725 – –
Barclays
40
Barclays
United Kingdom
$1.14M 44,798 +14,606 +48%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$1.09M 42,865 – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$977K 38,368 +6,025 +19%
Victory Capital Management
43
Victory Capital Management
Texas
$930K 36,500 -1,000 -3%
Invesco
44
Invesco
Georgia
$923K 36,233 -28,521 -44%
Citadel Advisors
45
Citadel Advisors
Florida
$641K 25,149 -5,550 -18%
GC
46
Globeflex Capital
California
$637K 24,992 – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$591K 23,192 -900 -4%
SO
48
STRS Ohio
Ohio
$565K 22,200 -6,100 -22%
Lazard Asset Management
49
Lazard Asset Management
New York
$561K 22,027 +8,206 +59%
FL
50
Fourthstone LLC
Missouri
$518K 20,350 +20,350 New
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