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Financial Institutions
FISI

Overview Fund Activity

130 hedge funds and large institutions have $322M invested in Financial Institutions in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
39
Reduced
48
Closed
10
Calls
$1.51M
Puts
$1.36M
Net Calls
+$151K
Net Calls Change
-$78K

Top Buyers

1
State Street
1
State Street
Massachusetts
$15M
2
BlackRock
2
BlackRock
New York
$36.1M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.78M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.42M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$450K

Top Sellers

1
CCM
1
Community Capital Management
Florida
$1.41M
2
EC
2
EJF Capital
Virginia
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$8.62M
4
Charles Schwab
4
Charles Schwab
California
$5.48M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$37.9M 1,258,738 +9,639 +0.8%
BlackRock
2
BlackRock
New York
$36.1M 1,199,589 +30,179 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23M 763,342 +6,878 +0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$21.6M 718,173 -55,243 -7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17.2M 570,159 -601 -0.1%
State Street
6
State Street
Massachusetts
$15M 494,212 +115,703 +31%
LSV Asset Management
7
LSV Asset Management
Illinois
$12.8M 424,348 -11,932 -3%
CNC
8
Canandaigua National Corp
New York
$10.4M 346,470 -6,402 -2%
Renaissance Technologies
9
Renaissance Technologies
New York
$8.62M 286,000 -62,800 -18%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.14M 270,096 -23,440 -8%
Northern Trust
11
Northern Trust
Illinois
$6.65M 220,808 -7,357 -3%
ACM
12
Ategra Capital Management
Virginia
$6.6M 219,207 – –
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$5.49M 182,221 +573 +0.3%
Charles Schwab
14
Charles Schwab
California
$5.48M 181,794 -55,986 -24%
BCM
15
BHZ Capital Management
California
$5.46M 181,347 – –
FP
16
Foundry Partners
Minnesota
$5.3M 175,905 -3,425 -2%
Prudential Financial
17
Prudential Financial
New Jersey
$4.92M 163,186 -16,147 -9%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$4.78M 158,628 -27,440 -15%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$4.52M 150,030 +9,899 +7%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$4.14M 137,502 +6,153 +5%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$3.83M 127,228 -10,936 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.8M 126,026 -3,137 -2%
American Century Companies
23
American Century Companies
Missouri
$3.52M 116,694 +11,452 +11%
Ameriprise
24
Ameriprise
Minnesota
$3.03M 100,615 -640 -0.6%
BCM
25
Bridgeway Capital Management
Texas
$3M 99,700 – –
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