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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
IHWM
526
Iron Horse Wealth Management
Iowa
$11.2K +$240 +6 +2%
MA
527
MCF Advisors
Kentucky
$11K
PGAM
528
Princeton Global Asset Management
New Jersey
$10.7K
FSWA
529
Financial Synergies Wealth Advisors
Texas
$10.6K +$120 +3 +1%
LFG
530
Larson Financial Group
Missouri
$10.6K -$2.92K -73 -22%
1832 Asset Management
531
1832 Asset Management
Ontario, Canada
$10.1K +$9.81K +245 New
CCP
532
Carmel Capital Partners
California
$9.71K +$9.41K +235 New
FWM
533
Focused Wealth Management
New York
$8.86K
APW
534
Acima Private Wealth
Virginia
$8.26K
BTI
535
Blue Trust Inc
Georgia
$8K -$20.7K -516 -71%
Bessemer Group
536
Bessemer Group
New Jersey
$8K -$10.9K -273 -60%
SFG
537
Steward Financial Group
Texas
$8K +$8.61K +215 New
DSC
538
Duncker Streett & Co
Missouri
$7.68K
SL
539
Salomon & Ludwin
Virginia
$7.6K +$7.37K +184 New
CA
540
Clearstead Advisors
Ohio
$7.02K +$6.81K +170 New
CAL
541
Capital Advisors Ltd
Ohio
$7K
JWM
542
Janiczek Wealth Management
Colorado
$6.61K +$5.81K +145 +967%
PO
543
Private Ocean
California
$6.32K
BIA
544
Bell Investment Advisors
California
$6.24K +$2.64K +66 +78%
CPG
545
Cornerstone Planning Group
New Jersey
$5.99K -$6.45K -161 -53%
ACA
546
Atlas Capital Advisors
Wyoming
$5.86K
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$5.82K +$2.32K +58 +70%
OSNBOA
548
Old Second National Bank of Aurora
Illinois
$5.7K
HGERS
549
Householder Group Estate & Retirement Specialist
Arizona
$5.69K +$5.49K +137 New
POIA
550
Pin Oak Investment Advisors
Texas
$5K -$641 -16 -12%

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.