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Fidelity National Financial

595 hedge funds and large institutions have $9.27B invested in Fidelity National Financial in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 185 increasing their positions, 201 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

827% more call options, than puts

Call options by funds: $25.9M | Put options by funds: $2.79M

48% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 63

22% more capital invested

Capital invested by funds: $7.62B → $9.27B (+$1.65B)

4.39% more ownership

Funds ownership: 77.96%82.36% (+4.4%)

4% more funds holding

Funds holding: 571595 (+24)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

8% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 201

Holders
595
Holders Change
+24
Holders Change %
+4.2%
% of All Funds
9.44%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
93
Increased
185
Reduced
201
Closed
63
Calls
$25.9M
Puts
$2.79M
Net Calls
+$23.1M
Net Calls Change
-$3.69M
Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
401
Tokio Marine Asset Management
Japan
$317K +$32.8K +820 +12%
CW
402
CreativeOne Wealth
Kansas
$310K -$313K -7,813 -51%
PFA
403
Peak Financial Advisors
Colorado
$307K +$298K +7,441 New
FHB
404
First Hawaiian Bank
Hawaii
$307K
CWA
405
Centennial Wealth Advisory
Michigan
$306K -$17.3K -432 -6%
GCP
406
GSA Capital Partners
United Kingdom
$304K -$88.8K -2,217 -23%
MYAM
407
Meiji Yasuda Asset Management
Japan
$303K +$17.6K +440 +6%
ECM
408
Estabrook Capital Management
New York
$294K -$26.4K -660 -8%
RSWM
409
Robertson Stephens Wealth Management
California
$291K +$282K +7,048 New
AF
410
Allworth Financial
California
$291K +$11.9K +296 +4%
PWP
411
Phillips Wealth Planners
Mississippi
$290K -$9.45K -236 -3%
PA
412
Profund Advisors
Maryland
$289K +$280K +6,986 New
Lido Advisors
413
Lido Advisors
California
$288K +$1.32K +33 +0.5%
TRCT
414
Tower Research Capital (TRC)
New York
$287K -$1.25M -31,285 -82%
EFS
415
Essex Financial Services
Connecticut
$284K +$2.2K +55 +0.8%
HCM
416
Horrell Capital Management
Arkansas
$280K
AAM
417
Augustine Asset Management
Florida
$278K -$320 -8 -0.1%
FFM
418
Forum Financial Management
Illinois
$275K
SAM
419
Seelaus Asset Management
New Jersey
$273K
AWA
420
Arete Wealth Advisors
Illinois
$273K +$15.9K +397 +6%
WSC
421
Wellington Shields & Co
New York
$271K -$1.24K -31 -0.5%
MA
422
Montag & Associates
Georgia
$268K
CWP
423
Concord Wealth Partners
Virginia
$268K +$252K +6,287 +3,208%
O
424
Ossiam
France
$267K +$3.36K +84 +1%
AMCA
425
Arthur M. Cohen & Associates
Illinois
$265K +$257K +6,410 New

FNF Hedge Fund Activity: Q3 2023 in Review

595 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q3 2023, worth a combined $9.27B — up 22% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new FNF positions and 63 closed out — a net gain of 30 holders — while 185 added to existing stakes and 201 trimmed.

The largest buyer was State Street, adding an estimated $116M. The largest seller was Nordea Investment Management, cutting an estimated $101M.

  • 595 institutional investors held Fidelity National Financial (FNF) as of Q3 2023, up from 571 in Q2 2023.
  • Funds reported $9.27B of Fidelity National Financial stock for Q3 2023, up 22% quarter-over-quarter.
  • 93 funds opened new Fidelity National Financial positions in Q3 2023 and 63 closed out, a net change of +30 holders.
  • The largest Fidelity National Financial buyer in Q3 2023 was State Street, an estimated $116M added.
  • The largest Fidelity National Financial seller in Q3 2023 was Nordea Investment Management, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2023.