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Financial Institutions

82 hedge funds and large institutions have $203M invested in Financial Institutions in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 2 closing their positions.

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
31
Reduced
29
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$23.4M 1,016,643 -24,215 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14.1M 613,864 +496 +0.1%
CNBT
3
Canandaigua National Bank & Trust
New York
$13.9M 603,369 -12,628 -2%
Ameriprise
4
Ameriprise
Minnesota
$10.9M 473,930 -30,960 -6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.9M 473,452 +31 +0%
BIT
6
BlackRock Institutional Trust
California
$10.1M 440,114 +215 +0%
BMCMI
7
Bryn Mawr Capital Management Inc
Pennsylvania
$10M 434,181 -240,910 -36%
Vanguard Group
8
Vanguard Group
Pennsylvania
$9.05M 393,229 +41,413 +12%
BFA
9
BlackRock Fund Advisors
California
$8.92M 387,434 +7,329 +2%
PI
10
Putnam Investments
Massachusetts
$7.55M 327,997 -14,360 -4%
KCM
11
Kennedy Capital Management
Missouri
$6.88M 298,696 +64,941 +28%
LSV Asset Management
12
LSV Asset Management
Illinois
$6.72M 291,938 -5,584 -2%
ICOM
13
Investment Counselors of Maryland
Maryland
$6.61M 287,200 -9,600 -3%
Northern Trust
14
Northern Trust
Illinois
$5.75M 249,563 -17,169 -6%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$5.35M 232,529 +10,617 +5%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$5.21M 226,100 +226,100 New
State Street
17
State Street
Massachusetts
$5.2M 226,016 -3,608 -2%
AIS
18
AlphaOne Investment Services
Pennsylvania
$4.64M 201,674 -36,021 -15%
CCM
19
Castine Capital Management
Massachusetts
$2.7M 117,252
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.48M 107,701 +564 +0.5%
CP
21
Clover Partners
Texas
$2.36M 102,499 +102,499 New
NFA
22
Nationwide Fund Advisors
Ohio
$2.35M 101,988 -6,907 -6%
BCM
23
Bridgeway Capital Management
Texas
$2.21M 96,100
Renaissance Technologies
24
Renaissance Technologies
New York
$1.88M 81,829 +19,729 +32%
Prudential Financial
25
Prudential Financial
New Jersey
$1.65M 71,754 +8,500 +13%