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Financial Institutions
FISI

Overview Fund Activity

113 hedge funds and large institutions have $328M invested in Financial Institutions in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
39
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$12.1M
2
EC
2
EJF Capital
Virginia
$5.22M
3
ACM
3
Ategra Capital Management
Virginia
$6.34M
4
BlackRock
4
BlackRock
New York
$41M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$1.09M

Top Sellers

1
RA
1
Royce & Associates
New York
$2.65M
2
Northern Trust
2
Northern Trust
Illinois
$7.52M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.5M
4
MSL
4
Mackay Shields LLC
New York
$1.44M
5
BCM
5
Basswood Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$41M 1,354,228 +75,954 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$38.7M 1,276,337 -12,680 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.6M 780,542 +23,088 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18M 592,815 -7,672 -1%
LSV Asset Management
5
LSV Asset Management
Illinois
$12.9M 426,072 +6,879 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$12.1M 400,924 +400,855 +580,949%
Renaissance Technologies
7
Renaissance Technologies
New York
$11.5M 380,600 -89,400 -19%
CNC
8
Canandaigua National Corp
New York
$11.1M 366,844 -13,547 -4%
State Street
9
State Street
Massachusetts
$10.7M 352,056 +25,713 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.86M 292,652 +16,274 +6%
Northern Trust
11
Northern Trust
Illinois
$7.52M 248,145 -93,136 -27%
Prudential Financial
12
Prudential Financial
New Jersey
$7.17M 236,790 -21,180 -8%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$6.93M 228,782 -45,802 -17%
Charles Schwab
14
Charles Schwab
California
$6.74M 222,366 +22,554 +11%
BCM
15
BHZ Capital Management
California
$6.63M 218,859 -20,694 -9%
ACM
16
Ategra Capital Management
Virginia
$6.34M 209,207 +138,874 +197%
FP
17
Foundry Partners
Minnesota
$5.48M 180,925 +26,440 +17%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$5.26M 173,747 -644 -0.4%
EC
19
EJF Capital
Virginia
$5.22M 172,250 +172,250 New
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$4.32M 142,514 -16,435 -10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.25M 140,142 +4,961 +4%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$3.92M 129,375 -10,717 -8%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$3.18M 105,995 -556 -0.5%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$3.16M 104,378 +14,479 +16%
BCM
25
Bridgeway Capital Management
Texas
$2.98M 98,300 -10,000 -9%
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