FISI icon

Financial Institutions
FISI

Overview Fund Activity

123 hedge funds and large institutions have $308M invested in Financial Institutions in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
47
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$13.2M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.63M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$1.65M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12M
5
MCM
5
Maltese Capital Management
New York
$1.07M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$791K
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$2.69M
3
AIS
3
AlphaOne Investment Services
Pennsylvania
$998K
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$79K
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$919K
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$36.3M 1,335,930 -2,322 -0.2%
BlackRock
2
BlackRock
New York
$33.3M 1,224,971 -13,804 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.1M 703,408 +21,839 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.4M 604,859 +282 +0%
RA
5
Royce & Associates
New York
$13.2M 486,725 +106,558 +28%
LSV Asset Management
6
LSV Asset Management
Illinois
$12.6M 463,585 -6,400 -1%
Renaissance Technologies
7
Renaissance Technologies
New York
$12M 442,300 +49,600 +13%
CNBT
8
Canandaigua National Bank & Trust
New York
$11.5M 422,594 -575 -0.1%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$9.63M 354,150 -2,244 -0.6%
State Street
10
State Street
Massachusetts
$8.7M 317,593 +32,485 +11%
Northern Trust
11
Northern Trust
Illinois
$8.21M 302,107 +3,320 +1%
Prudential Financial
12
Prudential Financial
New Jersey
$7.99M 293,787 +5,984 +2%
BCM
13
BHZ Capital Management
California
$5.65M 207,867 – –
AL
14
AJO LP
Pennsylvania
$5.58M 205,413 -6,092 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.57M 204,819 +11,794 +6%
Charles Schwab
16
Charles Schwab
California
$5.55M 204,110 +8,771 +4%
FP
17
Foundry Partners
Minnesota
$4.73M 173,945 -3,525 -2%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$4.06M 149,339 +7,555 +5%
Man Group
19
Man Group
United Kingdom
$4.02M 147,773 +800 +0.5%
MAM
20
Martingale Asset Management
Massachusetts
$3.65M 134,344 +13,600 +11%
American Century Companies
21
American Century Companies
Missouri
$3.22M 118,523 +1,185 +1%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$3.18M 116,890 – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.15M 115,748 +2,032 +2%
BFC
24
Banc Funds Company
Illinois
$2.99M 109,806 – –
AQR Capital Management
25
AQR Capital Management
Connecticut
$2.83M 103,936 -9,312 -8%
1
2 3 4 5