FISI icon

Financial Institutions
FISI

Overview Fund Activity

127 hedge funds and large institutions have $348M invested in Financial Institutions in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
127
Holders Change
+12
Holders Change %
+10.43%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
41
Reduced
38
Closed
9
Calls
$1.64M
Puts
$1.41M
Net Calls
+$229K
Net Calls Change
+$229K

Top Buyers

1
ROC
1
River Oaks Capital
Minnesota
$2.91M
2
GCM
2
Gator Capital Management
Florida
$2.31M
3
Ameriprise
3
Ameriprise
Minnesota
$3.22M
4
PCA
4
PL Capital Advisors
Florida
$1.59M
5
Millennium Management
5
Millennium Management
New York
$1.79M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.6M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$5.7M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$39.7M 1,249,099 -23,824 -2%
BlackRock
2
BlackRock
New York
$37.2M 1,169,410 -20,312 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$24.6M 773,416 -111,295 -13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$24.1M 756,464 -1,817 -0.2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18.2M 570,760 +353 +0.1%
LSV Asset Management
6
LSV Asset Management
Illinois
$13.9M 436,280 +12,900 +3%
State Street
7
State Street
Massachusetts
$12.1M 378,509 +8,313 +2%
CNC
8
Canandaigua National Corp
New York
$11.2M 352,872 -4,475 -1%
Renaissance Technologies
9
Renaissance Technologies
New York
$11.1M 348,800 +7,800 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.33M 293,536 -320 -0.1%
Charles Schwab
11
Charles Schwab
California
$7.56M 237,780 +3,511 +1%
Northern Trust
12
Northern Trust
Illinois
$7.26M 228,165 -8,327 -4%
ACM
13
Ategra Capital Management
Virginia
$6.97M 219,207 – –
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$5.92M 186,068 +3,613 +2%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$5.78M 181,648 +427 +0.2%
BCM
16
BHZ Capital Management
California
$5.77M 181,347 -516 -0.3%
Prudential Financial
17
Prudential Financial
New Jersey
$5.7M 179,333 -31,109 -15%
FP
18
Foundry Partners
Minnesota
$5.7M 179,330 +14,620 +9%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$4.45M 140,131 +12,941 +10%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$4.39M 138,164 -10,700 -7%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$4.18M 131,349 -14,260 -10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.11M 129,163 -16,480 -11%
American Century Companies
23
American Century Companies
Missouri
$3.35M 105,242 +22,945 +28%
Ameriprise
24
Ameriprise
Minnesota
$3.22M 101,255 +59,747 +144%
BCM
25
Bridgeway Capital Management
Texas
$3.17M 99,700 – –
1
2 3 4 5