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Financial Institutions
FISI

Overview Fund Activity

101 hedge funds and large institutions have $214M invested in Financial Institutions in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
101
Holders Change
-5
Holders Change %
-4.72%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
40
Reduced
34
Closed
11
Calls
$17K
Puts
$4K
Net Calls
+$13K
Net Calls Change
-$54K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.13M
2
CC
2
Courier Capital
New York
$4.63M
3
ACM
3
Ategra Capital Management
Virginia
$11.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.32M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.65M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.47M
2
GCP
2
GSA Capital Partners
United Kingdom
$0
3
ATC
3
Argent Trust Co
Tennessee
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$4.6M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$29.4M 1,379,376 +14,845 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$21.9M 1,027,186 -17,562 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.4M 768,466 +14,263 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.2M 573,332 +786 +0.1%
ACM
5
Ategra Capital Management
Virginia
$11.5M 541,033 +87,685 +19%
Morgan Stanley
6
Morgan Stanley
New York
$8.13M 381,770 +209,948 +122%
Renaissance Technologies
7
Renaissance Technologies
New York
$7.53M 353,400 -500 -0.1%
LSV Asset Management
8
LSV Asset Management
Illinois
$7.35M 344,957 -19,200 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.93M 325,359 +12,505 +4%
CNBT
10
Canandaigua National Bank & Trust
New York
$6.55M 307,577 -12,993 -4%
State Street
11
State Street
Massachusetts
$5.98M 277,086 +3,866 +1%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$4.98M 233,718 – –
CC
13
Courier Capital
New York
$4.63M 217,453 +109,144 +101%
Prudential Financial
14
Prudential Financial
New Jersey
$4.6M 215,748 -31,200 -13%
Northern Trust
15
Northern Trust
Illinois
$4.58M 214,819 +13,349 +7%
American Century Companies
16
American Century Companies
Missouri
$4.45M 209,039 +16,927 +9%
PCA
17
PL Capital Advisors
Florida
$4.02M 188,800 -15,000 -7%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$3.43M 161,208 +1,600 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.32M 156,030 +37,158 +31%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$2.9M 136,254 -7,393 -5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.65M 124,248 +35,587 +40%
Charles Schwab
22
Charles Schwab
California
$2.55M 119,602 -1,778 -1%
Millennium Management
23
Millennium Management
New York
$2.47M 115,730 -72,577 -39%
GCM
24
Gator Capital Management
Florida
$2.32M 108,723 – –
BCM
25
Bridgeway Capital Management
Texas
$2.22M 104,225 +4,800 +5%
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