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Financial Institutions
FISI

Overview Fund Activity

129 hedge funds and large institutions have $366M invested in Financial Institutions in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
48
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16M
2
BCM
2
Bridgeway Capital Management
Texas
$3.48M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.43M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$7.98M
5
State Street
5
State Street
Massachusetts
$11.9M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$1.63M
2
FP
2
Foundry Partners
Minnesota
$3.83M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.2M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$42.9M 1,337,901 -3,257 -0.2%
BlackRock
2
BlackRock
New York
$40.3M 1,256,256 +10,620 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.1M 720,681 +428 +0.1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19.3M 602,374 -3,123 -0.5%
RA
5
Royce & Associates
New York
$16M 499,783 -2,858 -0.6%
Renaissance Technologies
6
Renaissance Technologies
New York
$16M 499,700 +31,500 +7%
LSV Asset Management
7
LSV Asset Management
Illinois
$15.3M 476,485 +15,900 +3%
CNBT
8
Canandaigua National Bank & Trust
New York
$12.7M 396,078 -7,535 -2%
State Street
9
State Street
Massachusetts
$11.9M 367,573 +22,002 +6%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$11.2M 349,810 -24,836 -7%
Northern Trust
11
Northern Trust
Illinois
$9.95M 310,105 -4,122 -1%
Prudential Financial
12
Prudential Financial
New Jersey
$9.63M 299,938 -14,550 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.98M 248,456 +22,831 +10%
Charles Schwab
14
Charles Schwab
California
$6.73M 209,780 +1,959 +0.9%
BCM
15
BHZ Capital Management
California
$6.32M 196,969 -10,250 -5%
AL
16
AJO LP
Pennsylvania
$6.26M 194,979 -1,514 -0.8%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$4.85M 150,942 +2,205 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.34M 135,202 +19,035 +16%
MAM
19
Martingale Asset Management
Massachusetts
$4.23M 131,833 – –
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$4.21M 131,258 +19,755 +18%
FP
21
Foundry Partners
Minnesota
$3.83M 119,240 -55,400 -32%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$3.5M 109,089 -22,020 -17%
BCM
23
Bridgeway Capital Management
Texas
$3.48M 108,300 +28,700 +36%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$3.16M 98,332 +12,728 +15%
MSL
25
Mackay Shields LLC
New York
$3.09M 96,254 -11,700 -11%
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