FISI icon

Financial Institutions
FISI

Overview Fund Activity

112 hedge funds and large institutions have $302M invested in Financial Institutions in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
46
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
1
Numeric Investors
Massachusetts
$7.21M
2
Millennium Management
2
Millennium Management
New York
$6.32M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$10.1M
4
BFC
4
Banc Funds Company
Illinois
$5.61M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.4M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$1.34M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$435K
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$0
4
NCCM
4
Nine Chapters Capital Management
New Jersey
$0
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$33.8M 1,134,078 -888 -0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$28.8M 967,271 +77,202 +9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.3M 612,564 -552 -0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.6M 589,796 +5,443 +0.9%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$15.5M 519,523 +15,283 +3%
CNBT
6
Canandaigua National Bank & Trust
New York
$14.7M 494,123 -3,575 -0.7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$10.9M 365,200 -300 -0.1%
Renaissance Technologies
8
Renaissance Technologies
New York
$10.1M 339,800 +106,200 +45%
LSV Asset Management
9
LSV Asset Management
Illinois
$10M 336,635 -6,400 -2%
Northern Trust
10
Northern Trust
Illinois
$8.4M 281,828 +6,132 +2%
State Street
11
State Street
Massachusetts
$7.83M 262,643 +21,760 +9%
Prudential Financial
12
Prudential Financial
New Jersey
$7.59M 254,722 +17,600 +7%
NI
13
Numeric Investors
Massachusetts
$7.21M 241,803 +182,306 +306%
Millennium Management
14
Millennium Management
New York
$6.32M 211,935 +119,476 +129%
AL
15
AJO LP
Pennsylvania
$6M 201,190 +22,076 +12%
BFC
16
Banc Funds Company
Illinois
$5.61M 188,261 +100,000 +113%
Deutsche Bank
17
Deutsche Bank
Germany
$4.51M 151,349 +57,126 +61%
FP
18
Foundry Partners
Minnesota
$4.34M 145,515 -2,375 -2%
NFA
19
Nationwide Fund Advisors
Ohio
$4M 134,308 +12,500 +10%
Charles Schwab
20
Charles Schwab
California
$3.73M 125,064 +43,526 +53%
CAM
21
ClariVest Asset Management
California
$3.67M 123,214 +34,300 +39%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.57M 119,688 -3,476 -3%
AIS
23
AlphaOne Investment Services
Pennsylvania
$3.32M 111,458 +5,776 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.19M 107,099 -1,848 -2%
MAM
25
Martingale Asset Management
Massachusetts
$3.11M 104,336 -200 -0.2%
1
2 3 4 5