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Financial Institutions
FISI

Overview Fund Activity

112 hedge funds and large institutions have $254M invested in Financial Institutions in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
112
Holders Change
-5
Holders Change %
-4.27%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
42
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Ategra Capital Management
Virginia
$7.3M
2
PCA
2
PL Capital Advisors
Florida
$2.41M
3
Millennium Management
3
Millennium Management
New York
$3.26M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$4.46M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.51M

Top Sellers

1
FP
1
Foundry Partners
Minnesota
$0
2
WC
2
Walthausen & Co
New York
$0
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$2.2M
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$0
5
State Street
5
State Street
Massachusetts
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$30.4M 1,261,295 -16,668 -1%
BlackRock
2
BlackRock
New York
$29.4M 1,222,558 -1,083 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18M 746,935 -6,170 -0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$17.6M 732,520 +228 +0%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.7M 570,682 +461 +0.1%
State Street
6
State Street
Massachusetts
$10.4M 425,519 -22,410 -5%
LSV Asset Management
7
LSV Asset Management
Illinois
$9.47M 393,548 -21,800 -5%
CNC
8
Canandaigua National Corp
New York
$8.16M 338,862 -6,305 -2%
ACM
9
Ategra Capital Management
Virginia
$7.3M 303,323 +78,844 +35%
Renaissance Technologies
10
Renaissance Technologies
New York
$7.3M 303,300 +2,000 +0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.66M 276,509 +3,274 +1%
Northern Trust
12
Northern Trust
Illinois
$5.22M 216,736 -626 -0.3%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$4.46M 185,161 +27,818 +18%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$4.37M 181,528 +65 +0%
BCM
15
BHZ Capital Management
California
$4.21M 174,747 -500 -0.3%
Prudential Financial
16
Prudential Financial
New Jersey
$4.06M 168,719 +2,849 +2%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$3.78M 157,087 -6,168 -4%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$3.52M 146,336 -34 -0%
American Century Companies
19
American Century Companies
Missouri
$3.4M 141,330 +7,260 +5%
Morgan Stanley
20
Morgan Stanley
New York
$3.32M 138,034 +13,851 +11%
Millennium Management
21
Millennium Management
New York
$3.26M 135,354 +38,729 +40%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.06M 127,161 +6,247 +5%
Charles Schwab
23
Charles Schwab
California
$2.66M 110,560 -12,586 -10%
RA
24
Royce & Associates
New York
$2.56M 106,536 +9,569 +10%
PCA
25
PL Capital Advisors
Florida
$2.41M 125,000 +63,800 +104%
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