FISI icon

Financial Institutions
FISI

Overview Fund Activity

121 hedge funds and large institutions have $288M invested in Financial Institutions in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
43
Reduced
31
Closed
7
Calls
$25K
Puts
$8K
Net Calls
+$17K
Net Calls Change
-$29K

Top Buyers

1
PCA
1
PL Capital Advisors
Florida
$29.1M
2
ZIM
2
Zacks Investment Management
Illinois
$4.71M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.62M
4
SBH
4
Segall Bryant & Hamill
Illinois
$1.36M
5
American Century Companies
5
American Century Companies
Missouri
$7.84M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$7.48M
2
Man Group
2
Man Group
United Kingdom
$0
3
Invesco
3
Invesco
Georgia
$923K
4
Prudential Financial
4
Prudential Financial
New Jersey
$4.66M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$35.2M 1,382,183 -15,057 -1%
PCA
2
PL Capital Advisors
Florida
$29.1M 1,771,516 +1,422,765 +408%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.4M 956,926 -11,249 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.9M 818,673 +13,919 +2%
ACM
5
Ategra Capital Management
Virginia
$14.6M 572,075 – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.5M 453,352 +151 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.04M 354,685 +7,045 +2%
CC
8
Courier Capital
New York
$8.92M 350,239 +8,064 +2%
LSV Asset Management
9
LSV Asset Management
Illinois
$8.79M 344,957 – –
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$8.68M 340,707 +16,444 +5%
American Century Companies
11
American Century Companies
Missouri
$7.84M 307,683 +40,107 +15%
Renaissance Technologies
12
Renaissance Technologies
New York
$7.48M 293,500 -39,000 -12%
CNBT
13
Canandaigua National Bank & Trust
New York
$7.38M 289,860 -5,592 -2%
State Street
14
State Street
Massachusetts
$7.31M 283,707 +17,395 +7%
Morgan Stanley
15
Morgan Stanley
New York
$6.44M 252,853 +10,268 +4%
Northern Trust
16
Northern Trust
Illinois
$4.82M 189,224 -3,756 -2%
ZIM
17
Zacks Investment Management
Illinois
$4.71M 184,767 +184,767 New
Prudential Financial
18
Prudential Financial
New Jersey
$4.66M 183,048 -20,800 -10%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$3.69M 145,058 -19,550 -12%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.64M 142,814 -12,443 -8%
BCM
21
Bridgeway Capital Management
Texas
$3.48M 136,450 +3,350 +3%
PIP
22
Palisades Investment Partners
California
$3.23M 126,775 +7,388 +6%
Charles Schwab
23
Charles Schwab
California
$3.17M 124,428 +417 +0.3%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$3.15M 123,825 -4,230 -3%
Goldman Sachs
25
Goldman Sachs
New York
$2.93M 114,904 +11,542 +11%
1
2 3 4 5