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Financial Institutions
FISI

Overview Fund Activity

121 hedge funds and large institutions have $287M invested in Financial Institutions in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
45
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$9.77M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$3.64M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.4M
4
American Century Companies
4
American Century Companies
Missouri
$3.02M
5
MAM
5
Martingale Asset Management
Massachusetts
$3.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.16M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
EPCA
3
Elizabeth Park Capital Advisors
Ohio
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.53M
5
PPA
5
Parametric Portfolio Associates
Washington
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$337K 13,100 -1,300 -9%
AllianceBernstein
77
AllianceBernstein
Tennessee
$334K 13,000 +1,400 +12%
AG
78
Aperio Group
California
$328K 12,749 -3,596 -22%
RM
79
Resource Management
Louisiana
$307K 11,954 – –
GC
80
Globeflex Capital
California
$307K 11,961 – –
Principal Financial Group
81
Principal Financial Group
Iowa
$263K 10,226 +10,226 New
AIG
82
American International Group
New York
$260K 10,111 -78 -0.8%
RJA
83
Raymond James & Associates
Florida
$259K 10,079 +174 +2%
SCA
84
Secor Capital Advisors
New York
$245K 9,542 +9,542 New
VOYA Investment Management
85
VOYA Investment Management
Georgia
$229K 8,923 +8,923 New
Axa
86
Axa
France
$216K 8,400 – –
Two Sigma Investments
87
Two Sigma Investments
New York
$207K 8,061 -29,240 -78%
UBS Group
88
UBS Group
Switzerland
$206K 8,000 +1,410 +21%
QI
89
QS Investors
New York
$197K 7,656 +300 +4%
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$177K 6,870 – –
MIM
91
MetLife Investment Management
New Jersey
$166K 6,461 – –
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$143K 5,570 – –
Citigroup
93
Citigroup
New York
$128K 5,010 +710 +17%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$116K 4,500 -19,385 -81%
RQS
95
Ramsey Quantitative Systems
Kentucky
$93K 3,620 -853 -19%
Legal & General Group
96
Legal & General Group
United Kingdom
$71K 2,788 +474 +20%
QAM
97
QCI Asset Management
New York
$63K 2,445 – –
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$63K 2,467 – –
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
$61K 2,373 -232 -9%
Canada Life
100
Canada Life
Manitoba, Canada
$42K 1,697 -7 -0.4%
2 3
4
5 6