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Fidelity National Financial

668 hedge funds and large institutions have $11.9B invested in Fidelity National Financial in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 204 increasing their positions, 257 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $46M | Put options by funds: $12.1M

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

3% more funds holding

Funds holding: 649668 (+19)

1% more capital invested

Capital invested by funds: $11.7B → $11.9B (+$156M)

2.49% less ownership

Funds ownership: 84.28%81.79% (-2.5%)

21% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 257

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
668
Holders Change
+19
Holders Change %
+2.93%
% of All Funds
9.62%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
83
Increased
204
Reduced
257
Closed
56
Calls
$46M
Puts
$12.1M
Net Calls
+$33.9M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
326
Lombard Odier Asset Management (Switzerland)
Switzerland
$939K +$891K +17,688 New
UH
327
Unigestion Holding
Switzerland
$934K +$886K +17,588 New
FFG
328
Fortem Financial Group
California
$931K +$22.7K +450 +3%
MSRPS
329
Maryland State Retirement & Pension System
Maryland
$928K
Envestnet Portfolio Solutions
330
Envestnet Portfolio Solutions
Illinois
$902K -$533K -10,587 -38%
Daiwa Securities Group
331
Daiwa Securities Group
Japan
$902K +$45.4K +900 +6%
CAN
332
Cetera Advisor Networks
California
$897K -$72.5K -1,439 -8%
BMSSC
333
B. Metzler seel. Sohn & Co
Germany
$894K +$292K +5,800 +53%
SW
334
SteelPeak Wealth
California
$890K +$2.77K +55 +0.3%
GC
335
Grimes & Company
Massachusetts
$863K -$5.78M -114,663 -88%
TPCW
336
TD Private Client Wealth
New York
$848K +$58K +1,151 +8%
MFA
337
Mayflower Financial Advisors
Massachusetts
$847K -$17.6K -350 -2%
LTAS
338
Linden Thomas Advisory Services
North Carolina
$845K -$6.4K -127 -0.8%
VI
339
Vestcor Inc
New Brunswick, Canada
$837K -$488K -9,682 -38%
QCM
340
Quantinno Capital Management
New York
$811K +$770K +15,275 New
SGI
341
Summit Global Investments
Utah
$807K +$766K +15,206 New
IIM
342
INTECH Investment Management
Florida
$804K -$42.6K -845 -5%
CIBC Asset Management
343
CIBC Asset Management
Ontario, Canada
$800K -$8.67K -172 -1%
CastleKeep Investment Advisors
344
CastleKeep Investment Advisors
Connecticut
$794K -$286K -5,668 -27%
RJFSA
345
Raymond James Financial Services Advisors
Florida
$789K -$92.5K -1,836 -11%
ET
346
Entropy Technologies
New York
$789K +$749K +14,864 New
MYAM
347
Meiji Yasuda Asset Management
Japan
$778K +$368K +7,303 +99%
VCM
348
Virtue Capital Management
Tennessee
$765K -$39.2K -778 -5%
TPA
349
Trivium Point Advisory
Connecticut
$762K -$53K -1,051 -7%
JFGIW
350
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$759K +$309K +6,139 +76%

FNF Hedge Fund Activity: Q1 2024 in Review

668 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q1 2024, worth a combined $11.9B — up 1.3% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FNF positions and 56 closed out — a net gain of 27 holders — while 204 added to existing stakes and 257 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $165M. The largest seller was Morgan Stanley, cutting an estimated $222M.

  • 668 institutional investors held Fidelity National Financial (FNF) as of Q1 2024, up from 649 in Q4 2023.
  • Funds reported $11.9B of Fidelity National Financial stock for Q1 2024, up 1.3% quarter-over-quarter.
  • 83 funds opened new Fidelity National Financial positions in Q1 2024 and 56 closed out, a net change of +27 holders.
  • The largest Fidelity National Financial buyer in Q1 2024 was Victory Capital Management, an estimated $165M added.
  • The largest Fidelity National Financial seller in Q1 2024 was Morgan Stanley, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2024.