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Financial Institutions
FISI

Overview Fund Activity

130 hedge funds and large institutions have $322M invested in Financial Institutions in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
39
Reduced
48
Closed
10
Calls
$1.51M
Puts
$1.36M
Net Calls
+$151K
Net Calls Change
-$78K

Top Buyers

1
State Street
1
State Street
Massachusetts
$15M
2
BlackRock
2
BlackRock
New York
$36.1M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.78M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.42M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$450K

Top Sellers

1
CCM
1
Community Capital Management
Florida
$1.41M
2
EC
2
EJF Capital
Virginia
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$8.62M
4
Charles Schwab
4
Charles Schwab
California
$5.48M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$823K 27,326 – –
Invesco
52
Invesco
Georgia
$820K 27,215 +718 +3%
B
53
Bailard
California
$786K 26,100 – –
CAM
54
ClariVest Asset Management
California
$730K 24,236 -6,890 -22%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$699K 23,213 -1,901 -8%
SO
56
STRS Ohio
Ohio
$680K 22,600 -2,400 -10%
Wells Fargo
57
Wells Fargo
California
$679K 22,541 -3,738 -14%
Los Angeles Capital Management
58
Los Angeles Capital Management
California
$664K 22,030 – –
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$627K 20,801 +3,136 +18%
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$602K 19,986 +11,317 +131%
SEI Investments
61
SEI Investments
Pennsylvania
$598K 19,847 +12,527 +171%
MAM
62
Martingale Asset Management
Massachusetts
$562K 18,600 -29,397 -61%
PCM
63
Prelude Capital Management
New York
$528K 17,535 +1,250 +8%
SCP
64
Seizert Capital Partners
Michigan
$511K 16,965 – –
ETC
65
Exchange Traded Concepts
Oklahoma
$499K 16,557 -830 -5%
Franklin Resources
66
Franklin Resources
California
$475K 15,772 -28 -0.2%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$450K 14,961 +14,961 New
Stifel Financial
68
Stifel Financial
Missouri
$440K 14,612 +1,595 +12%
CC
69
Courier Capital
New York
$427K 14,163 -64 -0.4%
EGM
70
Engineers Gate Manager
New York
$421K 13,977 +5,375 +62%
Barclays
71
Barclays
United Kingdom
$400K 13,251 -5,760 -30%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$395K 13,108 -9,521 -42%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$379K 12,593 -8,022 -39%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$371K 12,297 -110 -0.9%
RJA
75
Raymond James & Associates
Florida
$350K 11,614 +239 +2%
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