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Fidelity National Financial

500 hedge funds and large institutions have $5.65B invested in Fidelity National Financial in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 198 increasing their positions, 155 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 155

6% less call options, than puts

Call options by funds: $3.3M | Put options by funds: $3.52M

2.27% less ownership

Funds ownership: 86.91%84.64% (-2.3%)

7% less funds holding

Funds holding: 537500 (-37)

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

46% less capital invested

Capital invested by funds: $10.4B → $5.65B (-$4.74B)

Holders
500
Holders Change
-37
Holders Change %
-6.89%
% of All Funds
11.02%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
70
Increased
198
Reduced
155
Closed
103
Calls
$3.3M
Puts
$3.52M
Net Calls
-$217K
Net Calls Change
+$446K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
26
Cooke & Bieler
Pennsylvania
$50.9M -$57.4M -1,461,006 -41%
AllianceBernstein
27
AllianceBernstein
Tennessee
$50.2M -$303M -7,729,923 -79%
Charles Schwab
28
Charles Schwab
California
$48.9M +$7.61M +193,873 +10%
Barrow, Hanley, Mewhinney & Strauss
29
Barrow, Hanley, Mewhinney & Strauss
Texas
$47.1M +$11.7M +298,467 +18%
SAM
30
Silvercrest Asset Management
New York
$45.5M +$15.1M +384,303 +25%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$44.4M +$22.6M +576,884 +45%
Goldman Sachs
32
Goldman Sachs
New York
$42.5M +$15.4M +393,060 +28%
WCM
33
Wedge Capital Management
North Carolina
$42.4M +$1.52M +38,609 +2%
UBS AM
34
UBS AM
Illinois
$40.8M +$3.14M +79,880 +5%
Bank of America
35
Bank of America
North Carolina
$40.6M +$20.5M +521,037 +44%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$40.3M +$4.7M +119,786 +8%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$39.7M +$325K +8,269 +0.5%
RRAM
38
River Road Asset Management
Kentucky
$39.3M +$17.4M +444,430 +37%
Swiss National Bank
39
Swiss National Bank
Switzerland
$38.8M +$21.7M +552,387 +52%
Victory Capital Management
40
Victory Capital Management
Texas
$37.2M -$103M -2,633,438 -63%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$37M +$28.3M +719,864 +87%
N
42
Nuveen
North Carolina
$36.8M +$16.3M +415,197 +37%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$34.3M -$1.8M -45,945 -3%
Citadel Advisors
44
Citadel Advisors
Florida
$33.8M +$48.2M +1,227,000 +657%
Ninety One (UK)
45
Ninety One (UK)
United Kingdom
$32.9M -$72.2M -1,838,300 -57%
RJA
46
Raymond James & Associates
Florida
$32.3M +$2.09M +53,342 +4%
Allianz Asset Management
47
Allianz Asset Management
Germany
$32.1M +$48.1M +1,226,144 +1,078%
UH
48
Unigestion Holding
Switzerland
$30.6M +$50.3M +1,280,921 New
Deutsche Bank
49
Deutsche Bank
Germany
$30.1M -$2.63M -67,115 -5%
GT
50
Glenmede Trust
Pennsylvania
$27.9M

FNF Hedge Fund Activity: Q1 2020 in Review

500 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q1 2020, worth a combined $5.65B — down 46% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of FNF and 70 opened new positions — a net loss of 33 holders — while 155 trimmed existing stakes and 198 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $72.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $352M.

  • 500 institutional investors held Fidelity National Financial (FNF) as of Q1 2020, down from 537 in Q4 2019.
  • Funds reported $5.65B of Fidelity National Financial stock for Q1 2020, down 46% quarter-over-quarter.
  • 70 funds opened new Fidelity National Financial positions in Q1 2020 and 103 closed out, a net change of -33 holders.
  • The largest Fidelity National Financial buyer in Q1 2020 was D.E. Shaw & Co, an estimated $72.3M added.
  • The largest Fidelity National Financial seller in Q1 2020 was T. Rowe Price Associates, an estimated $352M sold.

Based on aggregated 13F filings for Q1 2020.