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Financial Institutions
FISI

Overview Fund Activity

111 hedge funds and large institutions have $301M invested in Financial Institutions in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$37.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$16.6M
3
NI
3
Numeric Investors
Massachusetts
$1.96M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.92M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$29.3M

Top Sellers

1
CP
1
Clover Partners
Texas
$0
2
KCM
2
Kennedy Capital Management
Missouri
$4.72M
3
Millennium Management
3
Millennium Management
New York
$3.05M
4
HCM
4
Highbridge Capital Management
New York
$0
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$191K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$37.4M 1,134,966 +1,131,319 +31,021%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$29.3M 890,069 +55,144 +7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.2M 613,116 +569 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$19.3M 584,353 +53,552 +10%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.6M 504,240 +212,141 +73%
CNBT
6
Canandaigua National Bank & Trust
New York
$16.4M 497,698 -11,907 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$12M 365,500 +2,000 +0.6%
LSV Asset Management
8
LSV Asset Management
Illinois
$11.3M 343,035 +1,975 +0.6%
Northern Trust
9
Northern Trust
Illinois
$9.08M 275,696 +3,434 +1%
State Street
10
State Street
Massachusetts
$7.94M 240,883 -21,927 -8%
Prudential Financial
11
Prudential Financial
New Jersey
$7.81M 237,122 +54,180 +30%
Renaissance Technologies
12
Renaissance Technologies
New York
$7.7M 233,600 -18,200 -7%
AL
13
AJO LP
Pennsylvania
$5.9M 179,114 +8,043 +5%
FP
14
Foundry Partners
Minnesota
$4.87M 147,890 -375 -0.3%
KCM
15
Kennedy Capital Management
Missouri
$4.72M 143,231 -136,171 -49%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$4.06M 123,164 +15,631 +15%
NFA
17
Nationwide Fund Advisors
Ohio
$4.01M 121,808 +32,582 +37%
Morgan Stanley
18
Morgan Stanley
New York
$3.83M 116,163 -13,078 -10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.59M 108,947 +5,988 +6%
AIS
20
AlphaOne Investment Services
Pennsylvania
$3.48M 105,682 -6,736 -6%
MAM
21
Martingale Asset Management
Massachusetts
$3.45M 104,536 +8,500 +9%
Deutsche Bank
22
Deutsche Bank
Germany
$3.1M 94,223 -1,498 -2%
EVM
23
Eaton Vance Management
Massachusetts
$3.08M 93,335 – –
Millennium Management
24
Millennium Management
New York
$3.05M 92,459 -46,458 -33%
CAM
25
ClariVest Asset Management
California
$2.93M 88,914 +20,914 +31%
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