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Financial Institutions
FISI

Overview Fund Activity

109 hedge funds and large institutions have $241M invested in Financial Institutions in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
109
Holders Change
-7
Holders Change %
-6.03%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
35
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Ategra Capital Management
Virginia
$1.58M
2
BCM
2
Basswood Capital Management
New York
$1.51M
3
RA
3
Royce & Associates
New York
$4.93M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$1.58M
5
WC
5
Walthausen & Co
New York
$1.76M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$10.6M
2
BlackRock
2
BlackRock
New York
$28.8M
3
MAM
3
Martingale Asset Management
Massachusetts
$1.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$734K
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$29M 1,289,017 -22,641 -2%
BlackRock
2
BlackRock
New York
$28.8M 1,278,274 -45,355 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17M 757,454 -13,230 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.5M 600,487 +540 +0.1%
Renaissance Technologies
5
Renaissance Technologies
New York
$10.6M 470,000 -62,700 -12%
LSV Asset Management
6
LSV Asset Management
Illinois
$9.43M 419,193 -3,100 -0.7%
CNC
7
Canandaigua National Corp
New York
$8.56M 380,391 -6,630 -2%
Northern Trust
8
Northern Trust
Illinois
$7.68M 341,281 -12,760 -4%
State Street
9
State Street
Massachusetts
$7.43M 326,343 -28,794 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.22M 276,378 +4,159 +2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$6.18M 274,584 +2,497 +0.9%
Prudential Financial
12
Prudential Financial
New Jersey
$5.81M 257,970 -9,700 -4%
BCM
13
BHZ Capital Management
California
$5.39M 239,553 +13,836 +6%
RA
14
Royce & Associates
New York
$4.93M 219,129 +55,969 +34%
Charles Schwab
15
Charles Schwab
California
$4.5M 199,812 +2,925 +1%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$3.92M 174,391 -128 -0.1%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$3.58M 158,949 +4,470 +3%
FP
18
Foundry Partners
Minnesota
$3.48M 154,485 +6,845 +5%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$3.15M 140,092 -1,161 -0.8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.04M 135,181 +13,199 +11%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2.65M 106,551 +4,773 +5%
BCM
22
Bridgeway Capital Management
Texas
$2.44M 108,300 – –
PPA
23
Parametric Portfolio Associates
Washington
$2.31M 102,603 -23,155 -18%
MSL
24
Mackay Shields LLC
New York
$2.22M 98,854 -6,900 -7%
EVM
25
Eaton Vance Management
Massachusetts
$2.1M 93,335 – –
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