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Financial Institutions
FISI

Overview Fund Activity

121 hedge funds and large institutions have $345M invested in Financial Institutions in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
56
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EPCA
1
Elizabeth Park Capital Advisors
Ohio
$8.54M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$35M
3
B
3
Bailard
California
$2.24M
4
American Century Companies
4
American Century Companies
Missouri
$2.22M
5
AL
5
AJO LP
Pennsylvania
$6.61M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.77M
2
BCM
2
Basswood Capital Management
New York
$5.81M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$35M 1,126,390 +92,136 +9%
BlackRock
2
BlackRock
New York
$34.7M 1,115,102 +10,142 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.5M 659,767 +46,218 +8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19.4M 623,712 +5,854 +0.9%
CNBT
5
Canandaigua National Bank & Trust
New York
$14.4M 462,306 -15,877 -3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$13.6M 437,455 -44,803 -9%
LSV Asset Management
7
LSV Asset Management
Illinois
$12.1M 388,287 +28,752 +8%
Renaissance Technologies
8
Renaissance Technologies
New York
$10.1M 324,300 -78,100 -19%
Prudential Financial
9
Prudential Financial
New Jersey
$9.37M 301,354 +39,942 +15%
Northern Trust
10
Northern Trust
Illinois
$8.89M 285,732 -4,131 -1%
State Street
11
State Street
Massachusetts
$8.71M 280,017 +14,752 +6%
EPCA
12
Elizabeth Park Capital Advisors
Ohio
$8.54M 274,437 +274,437 New
Millennium Management
13
Millennium Management
New York
$8.19M 263,431 +6,494 +3%
BFC
14
Banc Funds Company
Illinois
$7.1M 228,261 -20,000 -8%
AL
15
AJO LP
Pennsylvania
$6.61M 212,577 +58,909 +38%
BCM
16
Basswood Capital Management
New York
$5.81M 186,653 -125,927 -40%
FP
17
Foundry Partners
Minnesota
$5.8M 186,390 +29,075 +18%
Charles Schwab
18
Charles Schwab
California
$5.11M 164,138 +36,271 +28%
Deutsche Bank
19
Deutsche Bank
Germany
$4.79M 154,106 -616 -0.4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$4.77M 153,500 -212,900 -58%
NI
21
Numeric Investors
Massachusetts
$4.77M 153,473 -27,910 -15%
AQR Capital Management
22
AQR Capital Management
Connecticut
$4.21M 135,481 +22,827 +20%
AIS
23
AlphaOne Investment Services
Pennsylvania
$3.93M 126,291 +883 +0.7%
CAM
24
ClariVest Asset Management
California
$3.89M 125,012 -1,188 -0.9%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$3.83M 123,207 +1,191 +1%
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