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Financial Institutions
FISI

Overview Fund Activity

116 hedge funds and large institutions have $166M invested in Financial Institutions in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$863K
2
MSL
2
Mackay Shields LLC
New York
$1.63M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.14M
4
PPA
4
Parametric Portfolio Associates
Washington
$1.94M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$2.38M

Top Sellers

1
RA
1
Royce & Associates
New York
$2.51M
2
AL
2
AJO LP
Pennsylvania
$607K
3
BlackRock
3
BlackRock
New York
$20.4M
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
101
New York State Teachers Retirement System (NYSTRS)
New York
$22K 1,400 – –
AIP
102
Ameritas Investment Partners
Nebraska
$21K 1,360 – –
APA
103
American Portfolios Advisors
New York
$15.9K 1,035 – –
Lazard Asset Management
104
Lazard Asset Management
New York
$15K 1,020 – –
Canada Life
105
Canada Life
Manitoba, Canada
$13K 878 -213 -20%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$12K 796 – –
GT
107
Glenmede Trust
Pennsylvania
$3K 236 – –
ASN
108
Advisory Services Network
Georgia
$3K 191 +191 New
CAW
109
Cornerstone Advisors (Washington)
Washington
$1K 48 – –
Fidelity Investments
110
Fidelity Investments
Massachusetts
$1K 69 – –
Millennium Management
111
Millennium Management
New York
$396 25,728 -19,858 -44%
Bessemer Group
112
Bessemer Group
New Jersey
– – -47,700 Closed
First Trust Advisors
113
First Trust Advisors
Illinois
– – -38,421 Closed
MCM
114
Matarin Capital Management
New York
– – -27,574 Closed
B
115
Bailard
California
– – -21,834 Closed
SG Americas Securities
116
SG Americas Securities
New York
– – -8,587 Closed
AWM
117
Apollon Wealth Management
South Carolina
– – -747 Closed
MAM
118
Meeder Asset Management
Ohio
– – -230 Closed
VNA
119
Valley National Advisers
Pennsylvania
– – -53 Closed
BCA
120
Berman Capital Advisors
Georgia
$0 18 -26 -59%
CFGS
121
Concourse Financial Group Securities
Alabama
– – – –
FHC
122
First Horizon Corporation
Tennessee
$0 15 +15 New
ACM
123
AUA Capital Management
Pennsylvania
$0 18 +18 New
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$0 26 +26 New
FHA
125
First Horizon Advisors
Tennessee
$0 48 +48 New
1 2 3 4
5