FISI icon

Financial Institutions
FISI

Overview Fund Activity

106 hedge funds and large institutions have $168M invested in Financial Institutions in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 4 closing their positions.

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
42
Reduced
41
Closed
4
Calls
$79K
Puts
$12K
Net Calls
+$67K
Net Calls Change
+$180K

Top Buyers

1
CC
1
Courier Capital
New York
$1.82M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$859K
3
GCP
3
GSA Capital Partners
United Kingdom
$873K
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$829K
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.89M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$835K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$999K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
51
Globeflex Capital
California
$485K 28,817 -612 -2%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$427K 25,394 -11 -0%
CIC
53
Cornercap Investment Counsel
Georgia
$401K 23,843 +23,843 New
QC
54
Quadrature Capital
United Kingdom
$387K 23,054 -13,013 -36%
Invesco
55
Invesco
Georgia
$361K 21,452 +144 +0.7%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$294K 17,460 +1,837 +12%
B
57
Bailard
California
$288K 17,100 -12,300 -42%
Franklin Resources
58
Franklin Resources
California
$271K 16,085 -1,915 -11%
CCM
59
Community Capital Management
Florida
$269K 16,000 +16,000 New
HF
60
HRT Financial
New York
$266K 15,825 -24,895 -61%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$257K 15,263 +3,218 +27%
GLA
62
Great Lakes Advisors
Illinois
$235K 13,957 +13,957 New
Squarepoint
63
Squarepoint
New York
$219K 13,001 -16,634 -56%
CSS
64
Cubist Systematic Strategies
Connecticut
$217K 12,867 -3,642 -22%
UBS Group
65
UBS Group
Switzerland
$216K 12,815 +4,178 +48%
AllianceBernstein
66
AllianceBernstein
Tennessee
$213K 12,660 -570 -4%
EGM
67
Engineers Gate Manager
New York
$203K 12,070 -3,021 -20%
CCA
68
Cobblestone Capital Advisors
New York
$202K 12,000 – –
HSBC Holdings
69
HSBC Holdings
United Kingdom
$188K 11,198 +20 +0.2%
Creative Planning
70
Creative Planning
Kansas
$184K 10,954 -4 -0%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$181K 10,725 +10,725 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$178K 10,549 +965 +10%
TRCT
73
Tower Research Capital (TRC)
New York
$151K 8,986 -1,215 -12%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$144K 8,585 – –
Citadel Advisors
75
Citadel Advisors
Florida
$144K 8,532 -36,175 -81%
1 2
3
4 5