We are live on ! Find out more
FNF icon

Fidelity National Financial

649 hedge funds and large institutions have $11.7B invested in Fidelity National Financial in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 206 increasing their positions, 223 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,303% more call options, than puts

Call options by funds: $53.9M | Put options by funds: $3.84M

105% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 56

26% more capital invested

Capital invested by funds: $9.27B → $11.7B (+$2.43B)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

9% more funds holding

Funds holding: 595649 (+54)

1.92% more ownership

Funds ownership: 82.36%84.28% (+1.9%)

8% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 223

Holders
649
Holders Change
+54
Holders Change %
+9.08%
% of All Funds
9.46%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
115
Increased
206
Reduced
223
Closed
56
Calls
$53.9M
Puts
$3.84M
Net Calls
+$50M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
551
ICA Group Wealth Management
Colorado
$23K +$19.6K +450 New
PTC
552
Private Trust Company
Ohio
$22.6K +$5.66K +130 +42%
RFA
553
Resurgent Financial Advisors
Georgia
$20.8K +$17.7K +407 New
TSWM
554
Tyler-Stone Wealth Management
Ohio
$20.4K
ATC
555
Adirondack Trust Company
New York
$20.2K
HCP
556
Hexagon Capital Partners
Arkansas
$19.7K -$4.13K -95 -20%
CT
557
Colonial Trust
South Carolina
$19.2K
TIM
558
Thompson Investment Management
Wisconsin
$18.2K -$958 -22 -6%
SIC
559
Salem Investment Counselors
North Carolina
$18.1K
HBW
560
Hazlett, Burt & Watson
West Virginia
$17K
A
561
AlphaQuest
New York
$16.2K +$13.8K +317 New
MA
562
MCF Advisors
Kentucky
$15.9K
AFS
563
Annapolis Financial Services
Maryland
$15.3K
GI
564
Gradient Investments
Minnesota
$14.9K -$1.04K -24 -8%
ZB
565
Zions Bancorporation
Utah
$14.6K
NBT
566
Northwest Bank & Trust
Iowa
$14.2K +$12.1K +278 New
IHWM
567
Iron Horse Wealth Management
Iowa
$14.2K +$305 +7 +3%
C
568
Covestor
United Kingdom
$14K -$99.5K -2,286 -89%
Bessemer Group
569
Bessemer Group
New Jersey
$14K +$3.57K +82 +45%
S
570
SignatureFD
Georgia
$13.8K -$12.1K -278 -51%
PGAM
571
Princeton Global Asset Management
New Jersey
$13.3K
LFG
572
Larson Financial Group
Missouri
$13.2K +$131 +3 +1%
BTI
573
Blue Trust Inc
Georgia
$13K +$4K +92 +44%
1832 Asset Management
574
1832 Asset Management
Ontario, Canada
$12.5K
CFO
575
CVA Family Office
Colorado
$12.5K +$10.7K +245 New

FNF Hedge Fund Activity: Q4 2023 in Review

649 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q4 2023, worth a combined $11.7B — up 26% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new FNF positions and 56 closed out — a net gain of 59 holders — while 206 added to existing stakes and 223 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $241M. The largest seller was BlackRock, cutting an estimated $73M.

  • 649 institutional investors held Fidelity National Financial (FNF) as of Q4 2023, up from 595 in Q3 2023.
  • Funds reported $11.7B of Fidelity National Financial stock for Q4 2023, up 26% quarter-over-quarter.
  • 115 funds opened new Fidelity National Financial positions in Q4 2023 and 56 closed out, a net change of +59 holders.
  • The largest Fidelity National Financial buyer in Q4 2023 was Morgan Stanley, an estimated $241M added.
  • The largest Fidelity National Financial seller in Q4 2023 was BlackRock, an estimated $73M sold.

Based on aggregated 13F filings for Q4 2023.