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Financial Institutions
FISI

Overview Fund Activity

116 hedge funds and large institutions have $166M invested in Financial Institutions in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$863K
2
MSL
2
Mackay Shields LLC
New York
$1.63M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.14M
4
PPA
4
Parametric Portfolio Associates
Washington
$1.94M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$2.38M

Top Sellers

1
RA
1
Royce & Associates
New York
$2.51M
2
AL
2
AJO LP
Pennsylvania
$607K
3
BlackRock
3
BlackRock
New York
$20.4M
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$20.4M 1,323,629 -92,886 -7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$20.2M 1,311,658 -23,864 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.9M 770,684 -11,955 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.24M 599,947 -1,575 -0.3%
Renaissance Technologies
5
Renaissance Technologies
New York
$8.2M 532,700 -2,000 -0.4%
LSV Asset Management
6
LSV Asset Management
Illinois
$6.5M 422,293 -20,500 -5%
CNC
7
Canandaigua National Corp
New York
$5.96M 387,021 -8,057 -2%
State Street
8
State Street
Massachusetts
$5.57M 355,137 -23,722 -6%
Northern Trust
9
Northern Trust
Illinois
$5.45M 354,041 -21,167 -6%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$4.2M 272,087 -25,703 -9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.19M 272,219 +13,323 +5%
Prudential Financial
12
Prudential Financial
New Jersey
$4.12M 267,670 -1,649 -0.6%
BCM
13
BHZ Capital Management
California
$3.48M 225,717 +11,721 +5%
Charles Schwab
14
Charles Schwab
California
$3.03M 196,887 -1,306 -0.7%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$2.69M 174,519 +1,312 +0.8%
RA
16
Royce & Associates
New York
$2.51M 163,160 -215,932 -57%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$2.38M 154,479 +25,890 +20%
FP
18
Foundry Partners
Minnesota
$2.27M 147,640 +25,579 +21%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$2.18M 141,253 +10,231 +8%
PPA
20
Parametric Portfolio Associates
Washington
$1.94M 125,758 +28,596 +29%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.88M 121,982 -4,143 -3%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$1.7M 101,778 +2,707 +3%
BCM
23
Bridgeway Capital Management
Texas
$1.67M 108,300 – –
MSL
24
Mackay Shields LLC
New York
$1.63M 105,754 +42,500 +67%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$1.44M 93,734 +12,997 +16%
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