We are live on ! Find out more
FNF icon

Fidelity National Financial

571 hedge funds and large institutions have $7.62B invested in Fidelity National Financial in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 229 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more call options, than puts

Call options by funds: $32.5M | Put options by funds: $5.71M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

2% more capital invested

Capital invested by funds: $7.5B → $7.62B (+$123M)

0.93% less ownership

Funds ownership: 78.9%77.96% (-0.93%)

2% less funds holding

Funds holding: 583571 (-12)

12% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 75

25% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 229

Holders
571
Holders Change
-12
Holders Change %
-2.06%
% of All Funds
8.97%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
66
Increased
171
Reduced
229
Closed
75
Calls
$32.5M
Puts
$5.71M
Net Calls
+$26.7M
Net Calls Change
+$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
LCS
326
Levin Capital Strategies
New York
$458K
IFG
327
Independent Financial Group
California
$444K
CIBC World Market
328
CIBC World Market
Ontario, Canada
$442K +$429K +12,290 New
USCWA
329
U.S. Capital Wealth Advisors
Texas
$440K -$24.1K -692 -5%
CWS
330
Confluence Wealth Services
Pennsylvania
$434K +$177K +5,064 +73%
SAM
331
Shell Asset Management
Netherlands
$432K -$11.9K -342 -3%
WCM
332
Washington Capital Management
Washington
$432K +$419K +12,000 New
JFGIW
333
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$428K -$301K -8,638 -42%
PFO
334
Pathstone Family Office
New Jersey
$427K +$76.2K +2,185 +22%
WI
335
WBI Investments
New Jersey
$425K -$305K -8,742 -43%
LWAM
336
Legacy Wealth Asset Management
Minnesota
$424K +$10.9K +313 +3%
ADMI
337
Albert D. Mason Inc
Massachusetts
$421K +$103K +2,965 +34%
KFC
338
Klingenstein Fields & Co
New York
$420K
V
339
Veritable
Delaware
$416K -$3.84K -110 -0.9%
BCV
340
Banque Cantonale Vaudoise
Switzerland
$415K
UA
341
Unison Advisors
District of Columbia
$410K +$4.88K +140 +1%
SG Americas Securities
342
SG Americas Securities
New York
$409K -$234K -6,708 -37%
4WM
343
44 Wealth Management
Oregon
$406K -$3.52K -101 -0.9%
CAM
344
Cubic Asset Management
Massachusetts
$399K -$5.79K -166 -1%
CCM
345
Community Capital Management
Florida
$387K -$1.07M -30,800 -74%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$386K -$157K -4,511 -30%
CCIA
347
Campbell & Co Investment Adviser
Maryland
$381K -$135K -3,863 -27%
SOMRS
348
State of Michigan Retirement System
Michigan
$377K -$352K -10,100 -49%
AAM
349
AR Asset Management
California
$376K
ACM
350
Aquatic Capital Management
Illinois
$374K +$363K +10,400 New

FNF Hedge Fund Activity: Q2 2023 in Review

571 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q2 2023, worth a combined $7.62B — up 1.6% from $7.5B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of FNF and 66 opened new positions — a net loss of 9 holders — while 229 trimmed existing stakes and 171 added.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $117M. The largest seller was BlackRock, cutting an estimated $66.7M.

  • 571 institutional investors held Fidelity National Financial (FNF) as of Q2 2023, down from 583 in Q1 2023.
  • Funds reported $7.62B of Fidelity National Financial stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 66 funds opened new Fidelity National Financial positions in Q2 2023 and 75 closed out, a net change of -9 holders.
  • The largest Fidelity National Financial buyer in Q2 2023 was WINDACRE PARTNERSHIP LLC, an estimated $117M added.
  • The largest Fidelity National Financial seller in Q2 2023 was BlackRock, an estimated $66.7M sold.

Based on aggregated 13F filings for Q2 2023.