We are live on ! Find out more
FNF icon

Fidelity National Financial

410 hedge funds and large institutions have $10.7B invested in Fidelity National Financial in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 120 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 29

17% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.36M

6% more funds holding

Funds holding: 385410 (+25)

4% more capital invested

Capital invested by funds: $10.2B → $10.7B (+$442M)

0.6% less ownership

Funds ownership: 120.4%119.8% (-0.6%)

7% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 129

40% less funds holding in top 10

Funds holding in top 10: 159 (-6)

Holders
410
Holders Change
+25
Holders Change %
+6.49%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.22%
New
60
Increased
120
Reduced
129
Closed
29
Calls
$1.58M
Puts
$1.36M
Net Calls
+$226K
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
351
AssetMark Inc
California
$98K -$11.4K -349 -11%
NSIM
352
North Star Investment Management
Illinois
$95K
FHA
353
First Horizon Advisors
Tennessee
$94K +$720 +22 +0.6%
PCP
354
Proficio Capital Partners
Massachusetts
$94K +$2.78K +85 +3%
HNB
355
Huntington National Bank
Ohio
$89K -$4.32K -132 -5%
OMCS
356
Old Mutual Customised Solutions
South Africa
$85K
ASN
357
Advisory Services Network
Georgia
$83K -$9.29K -284 -10%
GCM
358
Grisanti Capital Management
New York
$78K +$77.2K +2,359 New
IDBONY
359
Israel Discount Bank of New York
New York
$69K +$458 +14 +0.7%
IIC
360
Integrated Investment Consultants
Michigan
$65K -$4.48K -137 -6%
BL
361
Balentine LLC
Georgia
$62K
M
362
MOTCO
Texas
$56K
DAM
363
Delta Asset Management
Tennessee
$49K
SIAS
364
Shine Investment Advisory Services
Colorado
$48K -$3.7K -113 -7%
ANBT
365
American National Bank & Trust
Texas
$45K
TFO
366
Tarbox Family Office
California
$42K
HMS
367
Hanseatic Management Services
New Mexico
$42K +$41.9K +1,282 New
BWA
368
BDO Wealth Advisors
Florida
$41K
SPIA
369
Steward Partners Investment Advisory
New York
$39K
EA
370
Edge Advisors
Georgia
$38K
PA
371
Parallel Advisors
California
$35K +$5.23K +160 +14%
BFEC
372
Benjamin F. Edwards & Company
Missouri
$32K +$4.55K +139 +17%
WEC
373
Winslow Evans & Crocker
Massachusetts
$29.9K +$33 +1 +0.1%
CHP
374
Cable Hill Partners
Oregon
$27K
GT
375
Glenmede Trust
Pennsylvania
$25K -$76.7K -2,344 -75%

FNF Hedge Fund Activity: Q3 2017 in Review

410 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q3 2017, worth a combined $10.7B — up 4.3% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FNF positions and 29 closed out — a net gain of 31 holders — while 120 added to existing stakes and 129 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $106M. The largest seller was T. Rowe Price Associates, cutting an estimated $66.1M.

  • 410 institutional investors held Fidelity National Financial (FNF) as of Q3 2017, up from 385 in Q2 2017.
  • Funds reported $10.7B of Fidelity National Financial stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 60 funds opened new Fidelity National Financial positions in Q3 2017 and 29 closed out, a net change of +31 holders.
  • The largest Fidelity National Financial buyer in Q3 2017 was AllianceBernstein, an estimated $106M added.
  • The largest Fidelity National Financial seller in Q3 2017 was T. Rowe Price Associates, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2017.