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Financial Institutions
FISI

Overview Fund Activity

106 hedge funds and large institutions have $168M invested in Financial Institutions in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 4 closing their positions.

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
42
Reduced
41
Closed
4
Calls
$79K
Puts
$12K
Net Calls
+$67K
Net Calls Change
+$180K

Top Buyers

1
CC
1
Courier Capital
New York
$1.82M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$859K
3
GCP
3
GSA Capital Partners
United Kingdom
$873K
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$829K
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.89M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$835K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$999K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$23M 1,364,531 -13,329 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.6M 1,044,748 -75,796 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.7M 754,203 +1,624 +0.2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.64M 572,546 +795 +0.1%
ACM
5
Ategra Capital Management
Virginia
$7.63M 453,348 +18,642 +4%
LSV Asset Management
6
LSV Asset Management
Illinois
$6.13M 364,157 -2,300 -0.6%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.96M 353,900 +19,500 +6%
CNBT
8
Canandaigua National Bank & Trust
New York
$5.4M 320,570 -2,819 -0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.27M 312,854 +14,253 +5%
State Street
10
State Street
Massachusetts
$4.68M 273,220 -897 -0.3%
Prudential Financial
11
Prudential Financial
New Jersey
$4.16M 246,948 +13,700 +6%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$3.93M 233,718 – –
PCA
13
PL Capital Advisors
Florida
$3.43M 203,800 – –
Northern Trust
14
Northern Trust
Illinois
$3.39M 201,470 -6,001 -3%
American Century Companies
15
American Century Companies
Missouri
$3.23M 192,112 +14,328 +8%
Millennium Management
16
Millennium Management
New York
$3.17M 188,307 -43,215 -19%
Morgan Stanley
17
Morgan Stanley
New York
$2.89M 171,822 -133,389 -44%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$2.69M 159,608 +7,400 +5%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$2.42M 143,647 +13,615 +10%
ROC
20
River Oaks Capital
Minnesota
$2.34M 139,000 +3,300 +2%
Charles Schwab
21
Charles Schwab
California
$2.04M 121,380 +9,606 +9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2M 118,872 +931 +0.8%
GCM
23
Gator Capital Management
Florida
$1.83M 108,723 +21,680 +25%
CC
24
Courier Capital
New York
$1.82M 108,309 +93,335 +623%
Goldman Sachs
25
Goldman Sachs
New York
$1.8M 106,669 +2,940 +3%
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