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Fidelity National Financial

338 hedge funds and large institutions have $7.21B invested in Fidelity National Financial in 2013 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 123 increasing their positions, 101 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $77.2M | Put options by funds: $28.5M

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

66% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 41

39% more capital invested

Capital invested by funds: $5.21B → $7.21B (+$2.01B)

22% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 101

9% more funds holding

Funds holding: 311338 (+27)

5.33% more ownership

Funds ownership: 150.81%156.14% (+5.3%)

Holders
338
Holders Change
+27
Holders Change %
+8.68%
% of All Funds
9.81%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.38%
New
68
Increased
123
Reduced
101
Closed
41
Calls
$77.2M
Puts
$28.5M
Net Calls
+$48.8M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$720M +$120M +7,392,649 +23%
CM
2
Corvex Management
New York
$593M +$449M +27,721,233 +644%
Vanguard Group
3
Vanguard Group
Pennsylvania
$427M +$40.4M +2,498,985 +12%
State Street
4
State Street
Massachusetts
$262M +$17.7M +1,091,538 +8%
O
5
OppenheimerFunds
New York
$248M -$26.7M -1,649,728 -11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$241M -$63.4M -3,918,002 -23%
HCM
7
Highfields Capital Management
Massachusetts
$234M
BIT
8
BlackRock Institutional Trust
California
$222M +$31M +1,915,455 +19%
BFA
9
BlackRock Fund Advisors
California
$221M +$35.2M +2,178,413 +22%
OH
10
Orbis Holdings
Bermuda
$220M +$192M +11,853,073 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$217M +$118M +7,308,737 +166%
SC
12
Sculptor Capital
New York
$214M +$62.1M +3,835,470 +50%
Ameriprise
13
Ameriprise
Minnesota
$171M +$17.8M +1,100,400 +14%
Principal Financial Group
14
Principal Financial Group
Iowa
$137M +$6.7M +413,870 +6%
GCM
15
Glenview Capital Management
New York
$133M +$40.9M +2,528,503 +55%
Deutsche Bank
16
Deutsche Bank
Germany
$118M +$69.9M +4,317,465 +212%
EAM
17
Edge Asset Management
Washington
$108M -$101M -6,257,663 -52%
TP
18
Third Point
New York
$89.2M +$18.4M +1,138,493 +31%
MCM
19
Mason Capital Management
New York
$89M +$41.2M +2,545,187 +113%
PC
20
Paulson & Co
New York
$81.1M
BA
21
BlackRock Advisors
Delaware
$79.6M +$41.6M +2,573,428 +149%
FPP
22
Findlay Park Partners
United Kingdom
$79.3M +$4.25M +262,729 +7%
EC
23
Eminence Capital
New York
$78.5M -$57.3M -3,540,788 -46%
Northern Trust
24
Northern Trust
Illinois
$78.2M +$5.18M +320,140 +8%
BG
25
Baupost Group
Massachusetts
$64.1M +$56M +3,458,214 New

FNF Hedge Fund Activity: Q4 2013 in Review

338 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q4 2013, worth a combined $7.21B — up 39% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new FNF positions and 41 closed out — a net gain of 27 holders — while 123 added to existing stakes and 101 trimmed.

The largest buyer was Corvex Management, adding an estimated $449M. The largest seller was AllianceBernstein, cutting an estimated $198M.

  • 338 institutional investors held Fidelity National Financial (FNF) as of Q4 2013, up from 311 in Q3 2013.
  • Funds reported $7.21B of Fidelity National Financial stock for Q4 2013, up 39% quarter-over-quarter.
  • 68 funds opened new Fidelity National Financial positions in Q4 2013 and 41 closed out, a net change of +27 holders.
  • The largest Fidelity National Financial buyer in Q4 2013 was Corvex Management, an estimated $449M added.
  • The largest Fidelity National Financial seller in Q4 2013 was AllianceBernstein, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2013.