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Fidelity National Financial

432 hedge funds and large institutions have $8.71B invested in Fidelity National Financial in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 179 increasing their positions, 122 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $2.8M | Put options by funds: $854K

47% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 122

1.65% more ownership

Funds ownership: 86.11%87.76% (+1.7%)

4% less capital invested

Capital invested by funds: $9.09B → $8.71B (-$373M)

3% less funds holding

Funds holding: 447432 (-15)

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
432
Holders Change
-15
Holders Change %
-3.36%
% of All Funds
9.89%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
43
Increased
179
Reduced
122
Closed
55
Calls
$2.8M
Puts
$854K
Net Calls
+$1.94M
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
26
Ninety One (UK)
United Kingdom
$60.3M +$3.29M +90,214 +6%
TSW
27
Thompson Siegel & Walmsley
Virginia
$57.9M +$13.1M +358,436 +29%
Renaissance Technologies
28
Renaissance Technologies
New York
$57.9M -$14.1M -388,440 -20%
Deutsche Bank
29
Deutsche Bank
Germany
$56.3M +$3.14M +86,122 +6%
Legal & General Group
30
Legal & General Group
United Kingdom
$55.8M -$1.08M -29,534 -2%
DZ Bank
31
DZ Bank
Germany
$55.7M +$19.3M +528,670 +52%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$54.8M +$1.25M +34,252 +2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$54.5M -$642K -17,637 -1%
Charles Schwab
34
Charles Schwab
California
$53.2M +$4.42M +121,401 +9%
MHI
35
Miller Howard Investments
New York
$52.7M -$4.44M -121,851 -8%
JIM
36
Jupiter Investment Management
United Kingdom
$52M +$14.4M +395,086 +38%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$50.6M -$16.2M -443,976 -24%
PI
38
PGGM Investments
Netherlands
$42.2M
First Trust Advisors
39
First Trust Advisors
Illinois
$41.6M -$8.28M -227,401 -17%
SAM
40
Silvercrest Asset Management
New York
$41.5M +$476K +13,077 +1%
UBS AM
41
UBS AM
Illinois
$40.6M -$940K -25,802 -2%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$35.7M +$2.73M +74,947 +8%
Swiss National Bank
43
Swiss National Bank
Switzerland
$34.1M +$2.75M +75,608 +9%
Bank of America
44
Bank of America
North Carolina
$33.3M +$3.75M +102,933 +13%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$29.8M +$5.71M +156,832 +24%
TCIM
46
TIAA CREF Investment Management
New York
$29.3M -$4.74M -130,067 -14%
UIM
47
USS Investment Management
United Kingdom
$28.2M +$5.82M +159,848 +26%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$27.9M +$9.85M +270,391 +54%
Loomis, Sayles & Company
49
Loomis, Sayles & Company
Massachusetts
$27.6M +$3.35M +92,065 +14%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$26.3M +$4.65M +127,615 +21%

FNF Hedge Fund Activity: Q2 2018 in Review

432 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q2 2018, worth a combined $8.71B — down 4.1% from $9.09B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of FNF and 43 opened new positions — a net loss of 12 holders — while 122 trimmed existing stakes and 179 added.

The largest buyer was Amundi Asset Management US, adding an estimated $97.6M. The largest seller was Harris Associates, exiting entirely with an estimated $111M sold.

  • 432 institutional investors held Fidelity National Financial (FNF) as of Q2 2018, down from 447 in Q1 2018.
  • Funds reported $8.71B of Fidelity National Financial stock for Q2 2018, down 4.1% quarter-over-quarter.
  • 43 funds opened new Fidelity National Financial positions in Q2 2018 and 55 closed out, a net change of -12 holders.
  • The largest Fidelity National Financial buyer in Q2 2018 was Amundi Asset Management US, an estimated $97.6M added.
  • The largest Fidelity National Financial seller in Q2 2018 was Harris Associates, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2018.