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Financial Institutions
FISI

Overview Fund Activity

112 hedge funds and large institutions have $254M invested in Financial Institutions in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
112
Holders Change
-5
Holders Change %
-4.27%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
42
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Ategra Capital Management
Virginia
$7.3M
2
PCA
2
PL Capital Advisors
Florida
$2.41M
3
Millennium Management
3
Millennium Management
New York
$3.26M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$4.46M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.51M

Top Sellers

1
FP
1
Foundry Partners
Minnesota
$0
2
WC
2
Walthausen & Co
New York
$0
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$2.2M
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$0
5
State Street
5
State Street
Massachusetts
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
B
51
Bailard
California
$604K 25,100 -1,000 -4%
SC
52
Sonen Capital
California
$602K 25,000 +13,800 +123%
SO
53
STRS Ohio
Ohio
$599K 24,900 +1,500 +6%
CAM
54
ClariVest Asset Management
California
$583K 24,236 – –
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$570K 23,684 +5,732 +32%
Barclays
56
Barclays
United Kingdom
$553K 22,976 +20,730 +923%
TI
57
Trexquant Investment
Connecticut
$483K 20,046 -1,087 -5%
ATC
58
Argent Trust Co
Tennessee
$474K 19,655 +4,652 +31%
SEI Investments
59
SEI Investments
Pennsylvania
$454K 18,856 +8,022 +74%
Grantham, Mayo, Van Otterloo & Co (GMO)
60
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$381K 15,813 -11,513 -42%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$343K 14,241 +14,241 New
CC
62
Courier Capital
New York
$341K 14,163 – –
Stifel Financial
63
Stifel Financial
Missouri
$322K 13,363 -582 -4%
PAM
64
Panagora Asset Management
Massachusetts
$316K 13,134 +13,134 New
VOYA Investment Management
65
VOYA Investment Management
Georgia
$303K 12,593 – –
SCP
66
Seizert Capital Partners
Michigan
$303K 12,584 -4,381 -26%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$296K 12,310 +12,310 New
CCIA
68
Campbell & Co Investment Adviser
Maryland
$286K 11,869 +11,869 New
RJA
69
Raymond James & Associates
Florida
$284K 11,808 +110 +0.9%
Creative Planning
70
Creative Planning
Kansas
$264K 10,958 +4 +0%
Franklin Resources
71
Franklin Resources
California
$262K 10,893 +76 +0.7%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$254K 10,533 – –
PCM
73
Prelude Capital Management
New York
$243K 10,093 -1,819 -15%
MIM
74
MetLife Investment Management
New Jersey
$223K 9,259 – –
Allspring Global Investments
75
Allspring Global Investments
North Carolina
$199K 8,288 -1,778 -18%
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