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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
DFA
501
DHJJ Financial Advisors
Illinois
$39.6K +$38.4K +958 New
WSCM
502
Wellington Shields Capital Management
New York
$39.2K -$40K -1,000 -51%
GWSG
503
GPS Wealth Strategies Group
Colorado
$37.6K
HWA
504
Heritage Wealth Advisors
Virginia
$36.6K
AA
505
Ancora Advisors
Ohio
$32.3K
DMBA
506
Deseret Mutual Benefit Administrators
Utah
$32.2K -$1.72K -43 -5%
PA
507
Parallel Advisors
California
$31K +$3.64K +91 +14%
VAG
508
VisionPoint Advisory Group
Texas
$30.4K +$15.3K +381 +107%
BAAM
509
Baker Avenue Asset Management
California
$25.7K +$440 +11 +2%
PK
510
Pflug Koory
Nebraska
$24.8K
BWM
511
Baystate Wealth Management
Massachusetts
$24.5K +$23.3K +583 +5,300%
S
512
SignatureFD
Georgia
$22.6K +$4.76K +119 +28%
FHA
513
First Horizon Advisors
Tennessee
$22.6K
HCP
514
Hexagon Capital Partners
Arkansas
$19.9K -$5.09K -127 -21%
TSWM
515
Tyler-Stone Wealth Management
Ohio
$17K
ATC
516
Adirondack Trust Company
New York
$16.5K +$16K +400 New
RTC
517
Riverview Trust Company
Washington
$16.3K
TIM
518
Thompson Investment Management
Wisconsin
$15.6K -$4.61K -115 -23%
CT
519
Colonial Trust
South Carolina
$15.6K
SIC
520
Salem Investment Counselors
North Carolina
$14.7K -$561 -14 -4%
HBW
521
Hazlett, Burt & Watson
West Virginia
$14K
GI
522
Gradient Investments
Minnesota
$13.1K -$157K -3,924 -93%
PTC
523
Private Trust Company
Ohio
$12.9K
AFS
524
Annapolis Financial Services
Maryland
$12.4K
ZB
525
Zions Bancorporation
Utah
$11.8K

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.