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Financial Institutions
FISI

Overview Fund Activity

110 hedge funds and large institutions have $226M invested in Financial Institutions in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
30
Reduced
42
Closed
7
Calls
$10K
Puts
$15K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
PCA
1
PL Capital Advisors
Florida
$5.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.7M
3
BlackRock
3
BlackRock
New York
$30.7M
4
ACM
4
Ategra Capital Management
Virginia
$8.29M
5
RA
5
Royce & Associates
New York
$3.33M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.91M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2.53M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$3.41M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$790K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$30.7M 1,261,831 +39,273 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.3M 750,556 +3,621 +0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$18.1M 741,076 +8,556 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.9M 570,784 +102 +0%
State Street
5
State Street
Massachusetts
$10.2M 415,562 -9,957 -2%
LSV Asset Management
6
LSV Asset Management
Illinois
$9.41M 386,168 -7,380 -2%
ACM
7
Ategra Capital Management
Virginia
$8.29M 340,463 +37,140 +12%
CNC
8
Canandaigua National Corp
New York
$8.05M 330,623 -8,239 -2%
Renaissance Technologies
9
Renaissance Technologies
New York
$7.08M 290,800 -12,500 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.86M 281,424 +4,915 +2%
Morgan Stanley
11
Morgan Stanley
New York
$5.7M 233,813 +95,779 +69%
PCA
12
PL Capital Advisors
Florida
$5.57M 228,800 +103,800 +83%
Northern Trust
13
Northern Trust
Illinois
$5.15M 211,573 -5,163 -2%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$4.87M 199,921 +14,760 +8%
Prudential Financial
15
Prudential Financial
New Jersey
$4.07M 167,119 -1,600 -0.9%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$3.93M 161,520 +4,433 +3%
BCM
17
BHZ Capital Management
California
$3.86M 158,651 -16,096 -9%
American Century Companies
18
American Century Companies
Missouri
$3.77M 154,825 +13,495 +10%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$3.41M 140,034 -41,494 -23%
RA
20
Royce & Associates
New York
$3.33M 136,811 +30,275 +28%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.03M 124,459 -2,702 -2%
Charles Schwab
22
Charles Schwab
California
$2.73M 112,010 +1,450 +1%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.53M 103,755 -42,581 -29%
BCM
24
Bridgeway Capital Management
Texas
$2.43M 99,700 – –
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$2.36M 96,948 +5,500 +6%
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