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Financial Institutions
FISI

Overview Fund Activity

121 hedge funds and large institutions have $345M invested in Financial Institutions in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
56
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EPCA
1
Elizabeth Park Capital Advisors
Ohio
$8.54M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$35M
3
B
3
Bailard
California
$2.24M
4
American Century Companies
4
American Century Companies
Missouri
$2.22M
5
AL
5
AJO LP
Pennsylvania
$6.61M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.77M
2
BCM
2
Basswood Capital Management
New York
$5.81M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
RQS
101
Ramsey Quantitative Systems
Kentucky
$113K 3,630 +3,630 New
Barclays
102
Barclays
United Kingdom
$77K 2,505 +1,859 +288%
Parallax Volatility Advisers
103
Parallax Volatility Advisers
California
$69K 2,226 +2,226 New
TRCT
104
Tower Research Capital (TRC)
New York
$58K 1,851 -456 -20%
Canada Life
105
Canada Life
Manitoba, Canada
$49K 1,560 +60 +4%
UBS Group
106
UBS Group
Switzerland
$45K 1,453 -1,337 -48%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$44K 1,423 – –
SEI Investments
108
SEI Investments
Pennsylvania
$40K 1,289 +81 +7%
AIP
109
Ameritas Investment Partners
Nebraska
$35K 1,134 – –
VFA
110
Valeo Financial Advisors
Indiana
$35K 1,125 +1,125 New
APA
111
American Portfolios Advisors
New York
$32.2K 1,035 +1,035 New
SGAM
112
Smith Group Asset Management
Texas
$26K 828 – –
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$24K 773 – –
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$19K 600 – –
DCM
115
Delpha Capital Management
New York
$16K 511 +511 New
RA
116
Royce & Associates
New York
$10K 306 -26 -8%
LTFS
117
Ladenburg Thalmann Financial Services
Florida
$9K 290 +195 +205%
CA
118
Calton & Associates
Florida
$6K 188 +188 New
FMA
119
FNY Managed Accounts
New York
$2K 71 -213 -75%
US Bancorp
120
US Bancorp
Minnesota
$2K 74 – –
NFA
121
Nationwide Fund Advisors
Ohio
– – -134,708 Closed
BPM
122
Bowling Portfolio Management
Ohio
– – -37,423 Closed
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
– – -14,885 Closed
DTL
124
Dynamic Technology Lab
Singapore
– – -12,764 Closed
GFPC
125
Global Financial Private Capital
Florida
– – -8,993 Closed
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5
6