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Financial Institutions
FISI

Overview Fund Activity

116 hedge funds and large institutions have $367M invested in Financial Institutions in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 6 closing their positions.

Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
51
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
BHZ Capital Management
California
$6.28M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$41M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$3.51M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$15.8M
5
BlackRock
5
BlackRock
New York
$39.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.88M
2
EVM
2
Eaton Vance Management
Massachusetts
$3.07M
3
BFC
3
Banc Funds Company
Illinois
$4.23M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.7M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$41M 1,246,022 +56,106 +5%
BlackRock
2
BlackRock
New York
$39.4M 1,198,983 +28,324 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.1M 670,777 +16,842 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19.9M 603,710 -10,995 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$15.8M 479,178 +42,300 +10%
CNBT
6
Canandaigua National Bank & Trust
New York
$14.3M 433,595 -16,157 -4%
BCM
7
Basswood Capital Management
New York
$12.6M 384,427 +3,001 +0.8%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$11.7M 355,821 -40,359 -10%
Renaissance Technologies
9
Renaissance Technologies
New York
$10.6M 323,200 +2,700 +0.8%
Prudential Financial
10
Prudential Financial
New Jersey
$10.2M 309,364 +2,310 +0.8%
Northern Trust
11
Northern Trust
Illinois
$10M 304,931 +13,316 +5%
EPCA
12
Elizabeth Park Capital Advisors
Ohio
$9.38M 284,976 +10,539 +4%
State Street
13
State Street
Massachusetts
$9.14M 277,883 +1,202 +0.4%
AL
14
AJO LP
Pennsylvania
$7.35M 223,367 +17,175 +8%
BCM
15
BHZ Capital Management
California
$6.28M 190,962 +107,732 +129%
FP
16
Foundry Partners
Minnesota
$6.14M 186,665 +300 +0.2%
Charles Schwab
17
Charles Schwab
California
$5.69M 173,004 +7,723 +5%
Man Group
18
Man Group
United Kingdom
$5.32M 161,673 +7,400 +5%
Millennium Management
19
Millennium Management
New York
$4.88M 148,298 -103,679 -41%
AQR Capital Management
20
AQR Capital Management
Connecticut
$4.83M 146,775 +11,032 +8%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$4.79M 145,590 +14,322 +11%
BFC
22
Banc Funds Company
Illinois
$4.23M 128,619 -65,883 -34%
CAM
23
ClariVest Asset Management
California
$4.09M 124,212 -600 -0.5%
AIS
24
AlphaOne Investment Services
Pennsylvania
$4M 121,636 -2,441 -2%
Deutsche Bank
25
Deutsche Bank
Germany
$3.8M 115,381 -19,051 -14%
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