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Financial Institutions
FISI

Overview Fund Activity

115 hedge funds and large institutions have $334M invested in Financial Institutions in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
33
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$27.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.95M
3
GCP
3
GSA Capital Partners
United Kingdom
$862K
4
EC
4
EJF Capital
Virginia
$1.9M
5
Franklin Resources
5
Franklin Resources
California
$486K

Top Sellers

1
Invesco
1
Invesco
Georgia
$940K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.42M
3
Millennium Management
3
Millennium Management
New York
$349K
4
DA
4
DCM Advisors
New York
$0
5
BlackRock
5
BlackRock
New York
$36.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
101
Lazard Asset Management
New York
$26K 850 +850 New
TRCT
102
Tower Research Capital (TRC)
New York
$22K 706 -2,535 -78%
FF
103
FourThought Financial
Florida
$14K 475 – –
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$13K 409 – –
FMP
105
Financial Management Professionals
Texas
$13K 417 +417 New
Canada Life
106
Canada Life
Manitoba, Canada
$9K 301 – –
ACA
107
Atlas Capital Advisors
Wyoming
$3.07K 100 +100 New
TWA
108
TCI Wealth Advisors
Arizona
$2K 81 – –
FHA
109
First Horizon Advisors
Tennessee
$1K 48 – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$1K 38 – –
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$1K 46 +46 New
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$116 3,790 – –
DA
113
DCM Advisors
New York
– – -25,026 Closed
Squarepoint
114
Squarepoint
New York
– – -9,693 Closed
Jane Street
115
Jane Street
New York
– – -8,974 Closed
California Public Employees Retirement System
116
California Public Employees Retirement System
California
– – -7,940 Closed
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
– – -7,567 Closed
Connor, Clark & Lunn Investment Management (CC&L)
118
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -7,173 Closed
ECM
119
ExodusPoint Capital Management
New York
– – -6,896 Closed
Russell Investments Group
120
Russell Investments Group
United Kingdom
– – -4,607 Closed
Group One Trading
121
Group One Trading
Illinois
– – -1,466 Closed
UBS Group
122
UBS Group
Switzerland
– – -174 Closed
CFGS
123
Concourse Financial Group Securities
Alabama
– – – –
ACM
124
AUA Capital Management
Pennsylvania
$0 12 – –
BCA
125
Berman Capital Advisors
Georgia
$0 12 – –
2 3 4
5
6