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Financial Institutions
FISI

Overview Fund Activity

103 hedge funds and large institutions have $162M invested in Financial Institutions in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
103
Holders Change
–
Holders Change %
0%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
43
Reduced
26
Closed
19
Calls
$3K
Puts
$116K
Net Calls
-$113K
Net Calls Change
-$220K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$3.64M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.05M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.58M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.09M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.21M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$469K
2
State Street
2
State Street
Massachusetts
$4.41M
3
BCM
3
BHZ Capital Management
California
$0
4
RA
4
Royce & Associates
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$17.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
51
Globeflex Capital
California
$463K 29,429 -1,917 -6%
B
52
Bailard
California
$463K 29,400 +3,100 +12%
Ameriprise
53
Ameriprise
Minnesota
$440K 27,927 -51,347 -65%
Man Group
54
Man Group
United Kingdom
$438K 27,842 +27,842 New
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$400K 25,405 -12,316 -33%
Connor, Clark & Lunn Investment Management (CC&L)
56
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$367K 23,347 +23,347 New
GCP
57
GSA Capital Partners
United Kingdom
$358K 22,737 +6,511 +40%
Invesco
58
Invesco
Georgia
$335K 21,308 -155 -0.7%
Franklin Resources
59
Franklin Resources
California
$283K 18,000 +7,093 +65%
CCIA
60
Campbell & Co Investment Adviser
Maryland
$278K 17,635 +17,635 New
CSS
61
Cubist Systematic Strategies
Connecticut
$260K 16,509 +16,509 New
Russell Investments Group
62
Russell Investments Group
United Kingdom
$246K 15,623 +15,492 +11,826%
EGM
63
Engineers Gate Manager
New York
$238K 15,091 +4,488 +42%
CC
64
Courier Capital
New York
$236K 14,974 – –
AllianceBernstein
65
AllianceBernstein
Tennessee
$208K 13,230 +13,230 New
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$190K 12,045 -434 -3%
CCA
67
Cobblestone Capital Advisors
New York
$189K 12,000 +12,000 New
HSBC Holdings
68
HSBC Holdings
United Kingdom
$179K 11,178 +11,178 New
Deutsche Bank
69
Deutsche Bank
Germany
$175K 11,087 +1,687 +18%
Creative Planning
70
Creative Planning
Kansas
$172K 10,958 – –
TRCT
71
Tower Research Capital (TRC)
New York
$161K 10,201 +9,410 +1,190%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$151K 9,584 +740 +8%
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$138K 8,770 +5,817 +197%
UBS Group
74
UBS Group
Switzerland
$136K 8,637 +2,947 +52%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$135K 8,585 – –
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