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Financial Institutions
FISI

Overview Fund Activity

124 hedge funds and large institutions have $359M invested in Financial Institutions in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
46
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$6.75M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.49M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$3.46M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
EPCA
2
Elizabeth Park Capital Advisors
Ohio
$2.96M
3
MCM
3
Maltese Capital Management
New York
$0
4
CAM
4
ClariVest Asset Management
California
$3.07M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$1.22M 38,823 +8,901 +30%
Two Sigma Investments
52
Two Sigma Investments
New York
$1.17M 37,301 +1,174 +3%
Federated Hermes
53
Federated Hermes
Pennsylvania
$1.12M 35,517 +7,236 +26%
Bank of America
54
Bank of America
North Carolina
$1.1M 35,015 +8,303 +31%
SFM
55
Systematic Financial Management
New Jersey
$1.08M 34,375 -1,055 -3%
CIC
56
Cornercap Investment Counsel
Georgia
$1.06M 33,620 +8,900 +36%
Victory Capital Management
57
Victory Capital Management
Texas
$1.05M 33,300 – –
TA
58
Teachers Advisors
New York
$888K 28,289 -286 -1%
SCM
59
Sterling Capital Management
North Carolina
$888K 28,279 – –
Swiss National Bank
60
Swiss National Bank
Switzerland
$864K 27,500 – –
Jacobs Levy Equity Management
61
Jacobs Levy Equity Management
New Jersey
$804K 25,595 +4,500 +21%
GCP
62
GSA Capital Partners
United Kingdom
$759K 24,159 -5,645 -19%
Wells Fargo
63
Wells Fargo
California
$752K 23,928 +773 +3%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$743K 23,658 +155 +0.7%
SO
65
STRS Ohio
Ohio
$741K 23,600 -400 -2%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$736K 23,885 +1,329 +6%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$681K 21,682 – –
Bessemer Group
68
Bessemer Group
New Jersey
$669K 21,300 +8,000 +60%
Arrowstreet Capital
69
Arrowstreet Capital
Massachusetts
$625K 19,898 +19,898 New
Russell Investments Group
70
Russell Investments Group
United Kingdom
$566K 18,053 -7,855 -30%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$554K 17,629 – –
AG
72
Aperio Group
California
$513K 16,345 +4,972 +44%
FQ
73
First Quadrant
California
$466K 14,845 +14,845 New
Stifel Financial
74
Stifel Financial
Missouri
$458K 14,622 -12,700 -46%
UCFA
75
United Capital Financial Advisors
Texas
$452K 14,400 -600 -4%
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3
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