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Financial Institutions
FISI

Overview Fund Activity

123 hedge funds and large institutions have $308M invested in Financial Institutions in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
47
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$13.2M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.63M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$1.65M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12M
5
MCM
5
Maltese Capital Management
New York
$1.07M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$791K
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$2.69M
3
AIS
3
AlphaOne Investment Services
Pennsylvania
$998K
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$79K
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$919K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
51
Matarin Capital Management
New York
$999K +$74.2K +2,728 +8%
AIS
52
AlphaOne Investment Services
Pennsylvania
$998K -$1.15M -42,228 -53%
Federated Hermes
53
Federated Hermes
Pennsylvania
$988K +$27.1K +997 +3%
SFM
54
Systematic Financial Management
New Jersey
$959K +$191K +7,025 +25%
CIC
55
Cornercap Investment Counsel
Georgia
$958K – – –
USAA
56
United Services Automobile Association
Texas
$933K -$660K -24,300 -41%
Nordea Investment Management
57
Nordea Investment Management
Sweden
$919K -$704K -25,900 -43%
OAM
58
Oxford Asset Management
United Kingdom
$867K +$372K +13,664 +75%
Wells Fargo
59
Wells Fargo
California
$831K +$53.1K +1,953 +7%
Morgan Stanley
60
Morgan Stanley
New York
$791K -$1.5M -55,025 -65%
SCM
61
Sterling Capital Management
North Carolina
$789K +$20.6K +759 +3%
TA
62
Teachers Advisors
New York
$769K – – –
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$760K +$51.6K +1,900 +7%
Swiss National Bank
64
Swiss National Bank
Switzerland
$747K +$19K +700 +3%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$660K -$1.47K -54 -0.2%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$639K -$13.1K -483 -2%
SO
67
STRS Ohio
Ohio
$619K -$21.7K -800 -3%
MERSOM
68
Municipal Employees' Retirement System of Michigan
Michigan
$619K – – –
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$589K – – –
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
$557K – – –
MC
71
Menta Capital
California
$541K +$99.7K +3,665 +23%
CS
72
Credit Suisse
Switzerland
$444K +$66.5K +2,443 +18%
B
73
Bailard
California
$435K -$318K -11,700 -42%
VRS
74
Virginia Retirement Systems
Virginia
$429K +$51.6K +1,900 +14%
Stifel Financial
75
Stifel Financial
Missouri
$425K +$56.8K +2,062 +15%
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