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Financial Institutions
FISI

Overview Fund Activity

130 hedge funds and large institutions have $322M invested in Financial Institutions in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
39
Reduced
48
Closed
10
Calls
$1.51M
Puts
$1.36M
Net Calls
+$151K
Net Calls Change
-$78K

Top Buyers

1
State Street
1
State Street
Massachusetts
$15M
2
BlackRock
2
BlackRock
New York
$36.1M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.78M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.42M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$450K

Top Sellers

1
CCM
1
Community Capital Management
Florida
$1.41M
2
EC
2
EJF Capital
Virginia
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$8.62M
4
Charles Schwab
4
Charles Schwab
California
$5.48M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ZB
126
Zions Bancorporation
Utah
$1K 43 +43 New
LC
127
Lindbrook Capital
California
$1K 46 +46 New
EC
128
EJF Capital
Virginia
– – -92,051 Closed
IA
129
IndexIQ Advisors
New York
– – -13,942 Closed
Marshall Wace
130
Marshall Wace
United Kingdom
– – -10,079 Closed
CGH
131
Crossmark Global Holdings
Texas
– – -9,497 Closed
AllianceBernstein
132
AllianceBernstein
Tennessee
– – -7,100 Closed
Squarepoint
133
Squarepoint
New York
– – -6,928 Closed
KAS
134
Kestra Advisory Services
Texas
– – -6,772 Closed
SG Americas Securities
135
SG Americas Securities
New York
– – -4,883 Closed
MAM
136
Meeder Asset Management
Ohio
– – -5 Closed
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
– – -2 Closed
Parallax Volatility Advisers
138
Parallax Volatility Advisers
California
– – – –
S
139
SignatureFD
Georgia
$0 14 – –
CFGS
140
Concourse Financial Group Securities
Alabama
– – – –
ACM
141
AUA Capital Management
Pennsylvania
$0 12 – –
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$0 10 +10 New
2 3 4 5
6