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Fidelity National Financial

576 hedge funds and large institutions have $9.94B invested in Fidelity National Financial in 2021 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 57

23% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $18.8M

5% more capital invested

Capital invested by funds: $9.42B → $9.94B (+$517M)

2% more funds holding

Funds holding: 562576 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.62% less ownership

Funds ownership: 82.51%81.89% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

Holders
576
Holders Change
+14
Holders Change %
+2.49%
% of All Funds
10.03%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
74
Increased
189
Reduced
201
Closed
57
Calls
$23.1M
Puts
$18.8M
Net Calls
+$4.26M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$459K -$397K -9,082 -45%
AAM
352
AR Asset Management
California
$455K
PCM
353
Penserra Capital Management
California
$452K +$35.1K +803 +8%
CM
354
CM Management
Florida
$435K +$454K +10,400 New
MYAM
355
Meiji Yasuda Asset Management
Japan
$432K -$10.9K -250 -2%
MFS
356
Mirabella Financial Services
United Kingdom
$432K +$451K +10,329 New
VI
357
Versor Investments
New York
$430K -$58.3K -1,335 -11%
AAM
358
Aureus Asset Management
Massachusetts
$427K +$446K +10,213 New
FAM
359
Fulcrum Asset Management
United Kingdom
$425K
LWAM
360
Legacy Wealth Asset Management
Minnesota
$412K -$15.8K -362 -4%
GFS
361
GYL Financial Synergies
Connecticut
$411K +$4.58K +105 +1%
MAA
362
Mraz Amerine & Associates
California
$405K -$9.08K -208 -2%
JCM
363
Jacobi Capital Management
Pennsylvania
$403K +$8.21K +188 +2%
TPCW
364
TD Private Client Wealth
New York
$401K +$8.6K +197 +2%
LNC
365
Lincoln National Corp
Pennsylvania
$401K +$50.2K +1,149 +14%
FIA
366
Foundations Investment Advisors
Arizona
$394K +$43.7K +1,001 +12%
HTC
367
Haverford Trust Company
Pennsylvania
$391K
YIH
368
Y-Intercept (HK)
Hong Kong
$391K +$62.4K +1,428 +18%
WIS
369
Wright Investors Service
Connecticut
$389K -$1.35K -31 -0.3%
BMCM
370
Burns Matteson Capital Management
New York
$380K +$397K +9,082 New
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$374K +$179K +4,090 +84%
HWAM
372
Hennion & Walsh Asset Management
New Jersey
$362K -$144K -3,296 -28%
CFSG
373
Clark Financial Services Group
Missouri
$360K -$2.4K -55 -0.6%
DSC
374
Duncker Streett & Co
Missouri
$356K
SWM
375
Soundmark Wealth Management
Washington
$355K

FNF Hedge Fund Activity: Q2 2021 in Review

576 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q2 2021, worth a combined $9.94B — up 5.5% from $9.42B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new FNF positions and 57 closed out — a net gain of 17 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was Brave Warrior Advisors, opening a new position worth an estimated $285M. The largest seller was Principal Financial Group, cutting an estimated $200M.

  • 576 institutional investors held Fidelity National Financial (FNF) as of Q2 2021, up from 562 in Q1 2021.
  • Funds reported $9.94B of Fidelity National Financial stock for Q2 2021, up 5.5% quarter-over-quarter.
  • 74 funds opened new Fidelity National Financial positions in Q2 2021 and 57 closed out, a net change of +17 holders.
  • The largest Fidelity National Financial buyer in Q2 2021 was Brave Warrior Advisors, an estimated $285M added.
  • The largest Fidelity National Financial seller in Q2 2021 was Principal Financial Group, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2021.