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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 %
HIM
101
Hillsdale Investment Management
Ontario, Canada
$41K 1,600 +1,600 New
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$36K 1,400 – –
MAM
103
Meeder Asset Management
Ohio
$29K 1,122 – –
AIP
104
Ameritas Investment Partners
Nebraska
$29K 1,134 – –
SGAM
105
Smith Group Asset Management
Texas
$28K 1,092 -8 -0.7%
APA
106
American Portfolios Advisors
New York
$26.6K 1,035 – –
Barclays
107
Barclays
United Kingdom
$21K 860 -5,790 -87%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$20K 773 – –
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$17.1K 665 +192 +41%
QT
110
Quantamental Technologies
New York
$15K 600 +600 New
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$11K 440 – –
CCM
112
Copeland Capital Management
Pennsylvania
$11K 420 +420 New
Fidelity Investments
113
Fidelity Investments
Massachusetts
$10K 367 -58 -14%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$5K 205 -37 -15%
DA
115
Denali Advisors
California
$4K 139 – –
US Bancorp
116
US Bancorp
Minnesota
$4K 145 +71 +96%
Macquarie Group
117
Macquarie Group
Australia
$2K 67 -733 -92%
VNA
118
Valley National Advisers
Pennsylvania
$1K 53 – –
FIA
119
FNY Investment Advisers
New York
$1K 45 +45 New
QCG
120
Quadrant Capital Group
Ohio
$1K 64 +64 New
GT
121
Glenmede Trust
Pennsylvania
$9 408 +408 New
Assenagon Asset Management
122
Assenagon Asset Management
Luxembourg
– – -110,256 Closed
EPCA
123
Elizabeth Park Capital Advisors
Ohio
– – -94,229 Closed
GCP
124
GSA Capital Partners
United Kingdom
– – -24,159 Closed
Citadel Advisors
125
Citadel Advisors
Florida
– – -10,413 Closed
2 3 4
5
6