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Financial Institutions
FISI

Overview Fund Activity

115 hedge funds and large institutions have $334M invested in Financial Institutions in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
33
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$27.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.95M
3
GCP
3
GSA Capital Partners
United Kingdom
$862K
4
EC
4
EJF Capital
Virginia
$1.9M
5
Franklin Resources
5
Franklin Resources
California
$486K

Top Sellers

1
Invesco
1
Invesco
Georgia
$940K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.42M
3
Millennium Management
3
Millennium Management
New York
$349K
4
DA
4
DCM Advisors
New York
$0
5
BlackRock
5
BlackRock
New York
$36.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$39M 1,272,923 -844 -0.1%
BlackRock
2
BlackRock
New York
$36.5M 1,189,722 -19,896 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$27.1M 884,711 +146,695 +20%
Vanguard Group
4
Vanguard Group
Pennsylvania
$23.2M 758,281 +11,653 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17.5M 570,407 -6,245 -1%
LSV Asset Management
6
LSV Asset Management
Illinois
$13M 423,380 -12,924 -3%
State Street
7
State Street
Massachusetts
$11.4M 370,196 -14,156 -4%
CNC
8
Canandaigua National Corp
New York
$11M 357,347 -5,998 -2%
Renaissance Technologies
9
Renaissance Technologies
New York
$10.5M 341,000 +100 +0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.01M 293,856 -494 -0.2%
Northern Trust
11
Northern Trust
Illinois
$7.25M 236,492 -5,008 -2%
Charles Schwab
12
Charles Schwab
California
$7.18M 234,269 -5,310 -2%
ACM
13
Ategra Capital Management
Virginia
$6.72M 219,207 +10,000 +5%
Prudential Financial
14
Prudential Financial
New Jersey
$6.45M 210,442 -7,964 -4%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$5.59M 182,455 -8,307 -4%
BCM
16
BHZ Capital Management
California
$5.57M 181,863 -13,100 -7%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$5.55M 181,221 +7,312 +4%
FP
18
Foundry Partners
Minnesota
$5.05M 164,710 +11,350 +7%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$4.56M 148,864 -6,050 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.46M 145,643 +7,897 +6%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$4.46M 145,609 +2,960 +2%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$4.4M 137,171 -5,781 -4%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$3.9M 127,190 +9,621 +8%
BCM
24
Bridgeway Capital Management
Texas
$3.06M 99,700 +3,400 +4%
EVM
25
Eaton Vance Management
Massachusetts
$2.86M 93,335 – –
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