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Financial Institutions
FISI

Overview Fund Activity

116 hedge funds and large institutions have $311M invested in Financial Institutions in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
53
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.25M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$29.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$11.6M
5
BFC
5
Banc Funds Company
Illinois
$7.15M

Top Sellers

1
EC
1
EJF Capital
Virginia
$0
2
NI
2
Numeric Investors
Massachusetts
$5.22M
3
AL
3
AJO LP
Pennsylvania
$4.43M
4
KCM
4
Kennedy Capital Management
Missouri
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$31.8M 1,104,960 -29,118 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$29.8M 1,034,254 +66,983 +7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.8M 617,858 +5,294 +0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.7M 613,549 +23,753 +4%
CNBT
5
Canandaigua National Bank & Trust
New York
$13.8M 478,183 -15,940 -3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$13.7M 482,258 -37,265 -7%
Renaissance Technologies
7
Renaissance Technologies
New York
$11.6M 402,400 +62,600 +18%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$10.6M 366,400 +1,200 +0.3%
LSV Asset Management
9
LSV Asset Management
Illinois
$10.4M 359,535 +22,900 +7%
BCM
10
Basswood Capital Management
New York
$9M 312,580 +312,580 New
Northern Trust
11
Northern Trust
Illinois
$8.35M 289,863 +8,035 +3%
State Street
12
State Street
Massachusetts
$7.64M 265,265 +2,622 +1%
Prudential Financial
13
Prudential Financial
New Jersey
$7.53M 261,412 +6,690 +3%
Millennium Management
14
Millennium Management
New York
$7.4M 256,937 +45,002 +21%
BFC
15
Banc Funds Company
Illinois
$7.15M 248,261 +60,000 +32%
NI
16
Numeric Investors
Massachusetts
$5.22M 181,383 -60,420 -25%
FP
17
Foundry Partners
Minnesota
$4.53M 157,315 +11,800 +8%
Deutsche Bank
18
Deutsche Bank
Germany
$4.45M 154,722 +3,373 +2%
AL
19
AJO LP
Pennsylvania
$4.43M 153,668 -47,522 -24%
NFA
20
Nationwide Fund Advisors
Ohio
$3.88M 134,708 +400 +0.3%
Charles Schwab
21
Charles Schwab
California
$3.68M 127,867 +2,803 +2%
CAM
22
ClariVest Asset Management
California
$3.64M 126,200 +2,986 +2%
AIS
23
AlphaOne Investment Services
Pennsylvania
$3.61M 125,408 +13,950 +13%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.51M 122,016 +2,328 +2%
AQR Capital Management
25
AQR Capital Management
Connecticut
$3.25M 112,654 +97,539 +645%
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