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Financial Institutions
FISI

Overview Fund Activity

128 hedge funds and large institutions have $344M invested in Financial Institutions in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
54
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$15.2M
2
BPM
2
Bowling Portfolio Management
Ohio
$1.07M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.34M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$14.1M
5
WG
5
Winton Group
United Kingdom
$1.23M

Top Sellers

1
MCM
1
Maltese Capital Management
New York
$0
2
Man Group
2
Man Group
United Kingdom
$1.1M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$0
4
USAA
4
United Services Automobile Association
Texas
$0
5
SCM
5
Sterling Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.11M 36,906 +15,224 +70%
Man Group
52
Man Group
United Kingdom
$1.1M 36,511 -110,662 -75%
BPM
53
Bowling Portfolio Management
Ohio
$1.07M 35,498 +35,498 New
Federated Hermes
54
Federated Hermes
Pennsylvania
$1.07M 35,431 -831 -2%
CIC
55
Cornercap Investment Counsel
Georgia
$1.06M 35,180 – –
OAM
56
Oxford Asset Management
United Kingdom
$997K 33,048 – –
Victory Capital Management
57
Victory Capital Management
Texas
$920K 30,477 -14,873 -33%
Wells Fargo
58
Wells Fargo
California
$910K 30,165 +1,666 +6%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$866K 28,684 – –
Swiss National Bank
60
Swiss National Bank
Switzerland
$851K 28,200 – –
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$804K 26,655 +1,891 +8%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$728K 24,115 +288 +1%
Morgan Stanley
63
Morgan Stanley
New York
$678K 22,494 +20,971 +1,377%
SO
64
STRS Ohio
Ohio
$627K 20,800 -2,000 -9%
SEI Investments
65
SEI Investments
Pennsylvania
$570K 18,861 +2,744 +17%
CC
66
Courier Capital
New York
$564K 19,163 +19,163 New
CS
67
Credit Suisse
Switzerland
$556K 18,427 +2,100 +13%
GC
68
Globeflex Capital
California
$514K 17,022 +2,554 +18%
VRS
69
Virginia Retirement Systems
Virginia
$510K 16,900 -1,500 -8%
AG
70
Aperio Group
California
$471K 15,608 +3,026 +24%
UBS Group
71
UBS Group
Switzerland
$461K 15,281 +10,120 +196%
Stifel Financial
72
Stifel Financial
Missouri
$456K 15,131 +12 +0.1%
B
73
Bailard
California
$453K 15,000 – –
QI
74
QS Investors
New York
$425K 14,056 +6,400 +84%
Citadel Advisors
75
Citadel Advisors
Florida
$414K 13,717 +13,717 New
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