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Financial Institutions
FISI

Overview Fund Activity

129 hedge funds and large institutions have $366M invested in Financial Institutions in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
48
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16M
2
BCM
2
Bridgeway Capital Management
Texas
$3.48M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.43M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$7.98M
5
State Street
5
State Street
Massachusetts
$11.9M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$1.63M
2
FP
2
Foundry Partners
Minnesota
$3.83M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.2M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.5M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.14M 35,477 -1,429 -4%
CIC
52
Cornercap Investment Counsel
Georgia
$1.12M 34,800 -380 -1%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$1.12M 34,759 +6,075 +21%
OAM
54
Oxford Asset Management
United Kingdom
$1.06M 33,048 – –
Two Sigma Advisers
55
Two Sigma Advisers
New York
$1.06M 32,934 -5,700 -15%
BPM
56
Bowling Portfolio Management
Ohio
$1.04M 32,255 -3,243 -9%
Victory Capital Management
57
Victory Capital Management
Texas
$1.02M 31,798 +1,321 +4%
WCM
58
Wedge Capital Management
North Carolina
$1.02M 31,742 -21,934 -41%
Swiss National Bank
59
Swiss National Bank
Switzerland
$931K 29,000 +800 +3%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$858K 26,737 +82 +0.3%
GC
61
Globeflex Capital
California
$805K 25,074 +8,052 +47%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$782K 24,469 +19,762 +420%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$774K 24,115 – –
SO
64
STRS Ohio
Ohio
$654K 20,400 -400 -2%
WG
65
Winton Group
United Kingdom
$644K 20,064 -20,812 -51%
UBS Group
66
UBS Group
Switzerland
$642K 19,993 +4,712 +31%
CC
67
Courier Capital
New York
$607K 19,163 – –
VRS
68
Virginia Retirement Systems
Virginia
$542K 16,900 – –
Barclays
69
Barclays
United Kingdom
$507K 15,767 +7,692 +95%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$496K 15,352 +15,200 +10,000%
Stifel Financial
71
Stifel Financial
Missouri
$489K 15,133 +2 +0%
Citadel Advisors
72
Citadel Advisors
Florida
$488K 15,198 +1,481 +11%
B
73
Bailard
California
$482K 15,000 – –
UBS AM
74
UBS AM
Illinois
$462K 14,406 +7,206 +100%
CS
75
Credit Suisse
Switzerland
$461K 14,321 -4,106 -22%
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