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Financial Institutions
FISI

Overview Fund Activity

103 hedge funds and large institutions have $162M invested in Financial Institutions in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
103
Holders Change
–
Holders Change %
0%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
43
Reduced
26
Closed
19
Calls
$3K
Puts
$116K
Net Calls
-$113K
Net Calls Change
-$220K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$3.64M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.05M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.58M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.09M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.21M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$469K
2
State Street
2
State Street
Massachusetts
$4.41M
3
BCM
3
BHZ Capital Management
California
$0
4
RA
4
Royce & Associates
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$17.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$21.7M 1,377,860 +21,138 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.6M 1,120,544 -101,825 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.8M 752,579 -4,109 -0.5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9M 571,751 +461 +0.1%
ACM
5
Ategra Capital Management
Virginia
$6.84M 434,706 +56,862 +15%
LSV Asset Management
6
LSV Asset Management
Illinois
$5.77M 366,457 -1,800 -0.5%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.26M 334,400 +63,400 +23%
CNBT
8
Canandaigua National Bank & Trust
New York
$5.09M 323,389 -6,834 -2%
Morgan Stanley
9
Morgan Stanley
New York
$4.8M 305,211 +64,995 +27%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.7M 298,601 +6,872 +2%
State Street
11
State Street
Massachusetts
$4.41M 274,117 -183,302 -40%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$3.68M 233,718 – –
Prudential Financial
13
Prudential Financial
New Jersey
$3.67M 233,248 +41,000 +21%
Millennium Management
14
Millennium Management
New York
$3.64M 231,522 +157,724 +214%
Northern Trust
15
Northern Trust
Illinois
$3.27M 207,471 +3,193 +2%
PCA
16
PL Capital Advisors
Florida
$3.21M 203,800 -25,000 -11%
American Century Companies
17
American Century Companies
Missouri
$2.8M 177,784 +9,576 +6%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$2.4M 152,208 +54,260 +55%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$2.21M 140,687 +80,500 +134%
ROC
20
River Oaks Capital
Minnesota
$2.14M 135,700 +28,100 +26%
Two Sigma Investments
21
Two Sigma Investments
New York
$2.09M 133,017 +82,285 +162%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$2.05M 130,032 +109,229 +525%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.86M 117,941 +602 +0.5%
Charles Schwab
24
Charles Schwab
California
$1.76M 111,774 -609 -0.5%
Goldman Sachs
25
Goldman Sachs
New York
$1.63M 103,729 +22,433 +28%
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