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Financial Institutions
FISI

Overview Fund Activity

124 hedge funds and large institutions have $359M invested in Financial Institutions in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
46
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$6.75M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.49M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$3.46M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
EPCA
2
Elizabeth Park Capital Advisors
Ohio
$2.96M
3
MCM
3
Maltese Capital Management
New York
$0
4
CAM
4
ClariVest Asset Management
California
$3.07M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
VRM
101
Vectors Research Management
New York
$137K 4,100 +4,100 New
Citigroup
102
Citigroup
New York
$135K 4,300 -2,390 -36%
Acadian Asset Management
103
Acadian Asset Management
Massachusetts
$82K 2,605 -2,781 -52%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$77K 2,467 – –
QAM
105
QCI Asset Management
New York
$77K 2,445 +2,445 New
SEI Investments
106
SEI Investments
Pennsylvania
$74K 2,609 -587 -18%
Legal & General Group
107
Legal & General Group
United Kingdom
$73K 2,314 – –
Canada Life
108
Canada Life
Manitoba, Canada
$53K 1,704 -2 -0.1%
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$44K 1,400 +1,400 New
AIP
110
Ameritas Investment Partners
Nebraska
$36K 1,134 – –
MAM
111
Meeder Asset Management
Ohio
$35K 1,122 +791 +239%
SGAM
112
Smith Group Asset Management
Texas
$34K 1,100 – –
APA
113
American Portfolios Advisors
New York
$32.5K 1,035 – –
Macquarie Group
114
Macquarie Group
Australia
$25K 800 +800 New
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$24K 773 – –
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$14.9K 473 -244 -34%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$14K 440 – –
Fidelity Investments
118
Fidelity Investments
Massachusetts
$13K 425 +425 New
Loomis, Sayles & Company
119
Loomis, Sayles & Company
Massachusetts
$8K 248 +248 New
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$7K 242 +9 +4%
DA
121
Denali Advisors
California
$4K 139 +139 New
US Bancorp
122
US Bancorp
Minnesota
$2K 74 – –
VNA
123
Valley National Advisers
Pennsylvania
$2K 53 +53 New
TRCT
124
Tower Research Capital (TRC)
New York
$2K 76 +76 New
BCM
125
Basswood Capital Management
New York
– – -384,427 Closed
2 3 4
5
6