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Financial Institutions
FISI

Overview Fund Activity

142 hedge funds and large institutions have $419M invested in Financial Institutions in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
142
Holders Change
+21
Holders Change %
+17.36%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
46
Reduced
34
Closed
14
Calls
$19K
Puts
$7K
Net Calls
+$12K
Net Calls Change
-$5K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$18.3M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$11.2M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$10M
4
BCM
4
Basswood Capital Management
New York
$8.32M
5
FL
5
Fourthstone LLC
Missouri
$8.69M

Top Sellers

1
PCA
1
PL Capital Advisors
Florida
$13.6M
2
ZIM
2
Zacks Investment Management
Illinois
$0
3
BlackRock
3
BlackRock
New York
$36.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.46M
Name Market Value Shares Shares
Change 		Shares
Change %
EF
51
Empowered Funds
Pennsylvania
$1.91M 69,862 +3,412 +5%
Federated Hermes
52
Federated Hermes
Pennsylvania
$1.89M 69,277 – –
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.68M 61,484 +43,376 +240%
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$1.65M 60,320 +595 +1%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$1.62M 59,415 – –
First Trust Advisors
56
First Trust Advisors
Illinois
$1.59M 58,284 -5,407 -8%
MAM
57
Martingale Asset Management
Massachusetts
$1.56M 57,035 – –
PAP
58
Persistent Asset Partners
Hong Kong
$1.5M 56,715 +56,715 New
Barclays
59
Barclays
United Kingdom
$1.31M 47,877 +3,079 +7%
Universal-Beteiligungs- und Servicegesellschaft
60
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.26M 46,100 +46,100 New
CCM
61
Cutler Capital Management
Massachusetts
$1.25M 45,725 – –
Nuveen Asset Management
62
Nuveen Asset Management
Illinois
$1.17M 42,865 – –
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$1.13M 41,363 -8,925 -18%
Invesco
64
Invesco
Georgia
$1.06M 38,839 +2,606 +7%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$1.03M 37,581 -787 -2%
KCM
66
Kennedy Capital Management
Missouri
$955K 35,000 +35,000 New
Victory Capital Management
67
Victory Capital Management
Texas
$918K 33,645 -2,855 -8%
Lazard Asset Management
68
Lazard Asset Management
New York
$791K 28,986 +6,959 +32%
Bank of America
69
Bank of America
North Carolina
$740K 27,123 +7,306 +37%
Millennium Management
70
Millennium Management
New York
$720K 26,378 +26,378 New
GC
71
Globeflex Capital
California
$682K 24,992 – –
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$637K 23,332 +140 +0.6%
B
73
Bailard
California
$615K 22,530 +22,530 New
Citadel Advisors
74
Citadel Advisors
Florida
$603K 22,105 -3,044 -12%
UBS Group
75
UBS Group
Switzerland
$582K 21,340 +8,925 +72%
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