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Financial Institutions
FISI

Overview Fund Activity

121 hedge funds and large institutions have $345M invested in Financial Institutions in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
56
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EPCA
1
Elizabeth Park Capital Advisors
Ohio
$8.54M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$35M
3
B
3
Bailard
California
$2.24M
4
American Century Companies
4
American Century Companies
Missouri
$2.22M
5
AL
5
AJO LP
Pennsylvania
$6.61M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.77M
2
BCM
2
Basswood Capital Management
New York
$5.81M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
51
Russell Investments Group
United Kingdom
$1.18M 37,314 +2,138 +6%
SFM
52
Systematic Financial Management
New Jersey
$1.18M 37,925 -4,755 -11%
Citadel Advisors
53
Citadel Advisors
Florida
$1.07M 34,243 -60,377 -64%
Ameriprise
54
Ameriprise
Minnesota
$1.06M 34,027 +3,055 +10%
First Trust Advisors
55
First Trust Advisors
Illinois
$999K 32,128 +1,492 +5%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$975K 31,347 +814 +3%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$938K 30,145 +8,983 +42%
SCM
58
Sterling Capital Management
North Carolina
$859K 27,625 +3,494 +14%
USAA
59
United Services Automobile Association
Texas
$830K 26,700 +2,800 +12%
TA
60
Teachers Advisors
New York
$810K 26,053 +1,557 +6%
CIC
61
Cornercap Investment Counsel
Georgia
$752K 24,190 – –
Jacobs Levy Equity Management
62
Jacobs Levy Equity Management
New Jersey
$740K 23,795 +6,814 +40%
Federated Hermes
63
Federated Hermes
Pennsylvania
$732K 23,549 +83 +0.4%
GCP
64
GSA Capital Partners
United Kingdom
$724K 23,282 +7,188 +45%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$709K 22,808 -107 -0.5%
Swiss National Bank
66
Swiss National Bank
Switzerland
$703K 22,600 – –
SO
67
STRS Ohio
Ohio
$696K 22,400 -2,800 -11%
Wells Fargo
68
Wells Fargo
California
$677K 21,765 +6,786 +45%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$674K 21,682 -918 -4%
CS
70
Credit Suisse
Switzerland
$564K 18,147 +1,582 +10%
GC
71
Globeflex Capital
California
$563K 18,089 – –
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$528K 16,974 -2,480 -13%
Goldman Sachs
73
Goldman Sachs
New York
$520K 16,706 -367 -2%
Stifel Financial
74
Stifel Financial
Missouri
$433K 13,898 +13,898 New
HighTower Advisors
75
HighTower Advisors
Illinois
$426K 13,699 -2,280 -14%
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