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Fidelity National Financial

690 hedge funds and large institutions have $13.6B invested in Fidelity National Financial in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 234 increasing their positions, 232 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $6.15M

59% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 61

24% more capital invested

Capital invested by funds: $11B → $13.6B (+$2.62B)

4% more funds holding

Funds holding: 661690 (+29)

1% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 232

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.14% less ownership

Funds ownership: 81.17%80.03% (-1.1%)

Holders
690
Holders Change
+29
Holders Change %
+4.39%
% of All Funds
9.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
234
Reduced
232
Closed
61
Calls
$16.5M
Puts
$6.15M
Net Calls
+$10.4M
Net Calls Change
-$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$89M +$3.3M +58,800 +4%
Millennium Management
27
Millennium Management
New York
$85.6M +$76.5M +1,362,538 +8,303%
PGFC
28
Peapack-Gladstone Financial Corp
New Jersey
$73.7M
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$67.9M -$4.89M -87,144 -7%
Pictet Asset Management
30
Pictet Asset Management
Switzerland
$67.7M -$9.24M -164,646 -13%
TSW
31
Thompson Siegel & Walmsley
Virginia
$67M -$8.33M -148,402 -12%
JP Morgan Chase
32
JP Morgan Chase
New York
$65.5M -$4.17M -74,254 -7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$54.5M +$340K +6,056 +0.7%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$54.1M +$5M +89,031 +11%
HighTower Advisors
35
HighTower Advisors
Illinois
$52.3M -$1.04M -18,593 -2%
Citadel Advisors
36
Citadel Advisors
Florida
$48.1M +$14M +249,902 +48%
Swiss National Bank
37
Swiss National Bank
Switzerland
$47.8M +$112K +2,000 +0.3%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$47.1M -$642K -11,443 -1%
KBC Group
39
KBC Group
Belgium
$46.3M -$27.1M -482,605 -39%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$44.8M -$2.95M -52,541 -7%
First Trust Advisors
41
First Trust Advisors
Illinois
$42.6M +$4.99M +88,976 +15%
UBS Group
42
UBS Group
Switzerland
$42.2M +$3.51M +62,515 +10%
SIC
43
Schwartz Investment Counsel
Michigan
$41.3M -$5.05M -90,000 -12%
WCM
44
Wedge Capital Management
North Carolina
$40.4M -$11.2M -200,102 -23%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$38.5M -$325K -5,784 -0.9%
ZIM
46
Zacks Investment Management
Illinois
$37.2M +$3.18M +56,593 +10%
Wells Fargo
47
Wells Fargo
California
$36.3M -$3.6M -64,135 -10%
Pzena Investment Management
48
Pzena Investment Management
New York
$36.2M -$24.5M -436,808 -43%
Goldman Sachs
49
Goldman Sachs
New York
$35.4M -$2.36M -42,066 -7%
GKIM
50
GW&K Investment Management
Massachusetts
$33.6M -$508K -9,059 -2%

FNF Hedge Fund Activity: Q3 2024 in Review

690 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q3 2024, worth a combined $13.6B — up 24% from $11B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new FNF positions and 61 closed out — a net gain of 36 holders — while 234 added to existing stakes and 232 trimmed.

The largest buyer was Norges Bank, adding an estimated $96M. The largest seller was Morgan Stanley, cutting an estimated $126M.

  • 690 institutional investors held Fidelity National Financial (FNF) as of Q3 2024, up from 661 in Q2 2024.
  • Funds reported $13.6B of Fidelity National Financial stock for Q3 2024, up 24% quarter-over-quarter.
  • 97 funds opened new Fidelity National Financial positions in Q3 2024 and 61 closed out, a net change of +36 holders.
  • The largest Fidelity National Financial buyer in Q3 2024 was Norges Bank, an estimated $96M added.
  • The largest Fidelity National Financial seller in Q3 2024 was Morgan Stanley, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2024.