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Fidelity National Financial

410 hedge funds and large institutions have $10.7B invested in Fidelity National Financial in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 120 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 29

17% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.36M

6% more funds holding

Funds holding: 385410 (+25)

4% more capital invested

Capital invested by funds: $10.2B → $10.7B (+$442M)

0.6% less ownership

Funds ownership: 120.4%119.8% (-0.6%)

7% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 129

40% less funds holding in top 10

Funds holding in top 10: 159 (-6)

Holders
410
Holders Change
+25
Holders Change %
+6.49%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.22%
New
60
Increased
120
Reduced
129
Closed
29
Calls
$1.58M
Puts
$1.36M
Net Calls
+$226K
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.07B -$66.1M -2,019,242 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.07B +$27.3M +835,494 +3%
Principal Financial Group
3
Principal Financial Group
Iowa
$831M -$12.2M -372,953 -1%
BlackRock
4
BlackRock
New York
$670M -$16.1M -492,298 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$636M -$50.1M -1,531,132 -7%
Harris Associates
6
Harris Associates
Illinois
$631M -$452K -13,828 -0.1%
AllianceBernstein
7
AllianceBernstein
Tennessee
$390M +$106M +3,237,691 +38%
State Street
8
State Street
Massachusetts
$268M -$1.84M -56,166 -0.7%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$258M -$2.02M -61,706 -0.8%
OAG
10
Orbis Allan Gray
Bermuda
$235M -$48.4M -1,479,547 -17%
Victory Capital Management
11
Victory Capital Management
Texas
$223M +$17.7M +540,777 +9%
O
12
OppenheimerFunds
New York
$202M -$1.86M -56,909 -0.9%
Wells Fargo
13
Wells Fargo
California
$202M +$1.61M +49,179 +0.8%
Norges Bank
14
Norges Bank
Norway
$192M +$19.2M +585,616 +11%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$162M +$41.8M +1,279,109 +35%
DC
16
Davenport & Co
Virginia
$145M -$8.78M -268,371 -6%
WCM
17
Wedge Capital Management
North Carolina
$134M -$2.35M -71,853 -2%
EC
18
Eminence Capital
New York
$121M -$39.8M -1,215,908 -19%
CIM
19
Confluence Investment Management
Missouri
$106M -$1.51M -46,187 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$100M +$9.29M +284,002 +9%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$91.2M +$17.9M +548,069 +25%
PC
22
PointState Capital
New York
$88.8M +$52.4M +1,603,021 +147%
CC
23
Cannell & Co
New York
$85.6M -$1.42M -43,343 -2%
Northern Trust
24
Northern Trust
Illinois
$85.1M +$5.55M +169,516 +7%
CB
25
Cooke & Bieler
Pennsylvania
$84.3M -$24.3M -743,336 -17%

FNF Hedge Fund Activity: Q3 2017 in Review

410 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q3 2017, worth a combined $10.7B — up 4.3% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FNF positions and 29 closed out — a net gain of 31 holders — while 120 added to existing stakes and 129 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $106M. The largest seller was T. Rowe Price Associates, cutting an estimated $66.1M.

  • 410 institutional investors held Fidelity National Financial (FNF) as of Q3 2017, up from 385 in Q2 2017.
  • Funds reported $10.7B of Fidelity National Financial stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 60 funds opened new Fidelity National Financial positions in Q3 2017 and 29 closed out, a net change of +31 holders.
  • The largest Fidelity National Financial buyer in Q3 2017 was AllianceBernstein, an estimated $106M added.
  • The largest Fidelity National Financial seller in Q3 2017 was T. Rowe Price Associates, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2017.