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Fidelity National Financial

526 hedge funds and large institutions have $9.41B invested in Fidelity National Financial in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 200 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $35.3M | Put options by funds: $18.6M

82% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 51

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

28% more capital invested

Capital invested by funds: $7.37B → $9.41B (+$2.04B)

7% more funds holding

Funds holding: 491526 (+35)

0.3% more ownership

Funds ownership: 83.63%83.93% (+0.3%)

23% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 200

Holders
526
Holders Change
+35
Holders Change %
+7.13%
% of All Funds
9.31%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
93
Increased
155
Reduced
200
Closed
51
Calls
$35.3M
Puts
$18.6M
Net Calls
+$16.7M
Net Calls Change
+$9.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.02B -$60.4M -1,791,351 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.01B +$9.73M +288,488 +1%
Principal Financial Group
3
Principal Financial Group
Iowa
$666M -$13.7M -406,838 -2%
WPL
4
WINDACRE PARTNERSHIP LLC
Texas
$503M -$28.4M -841,360 -6%
State Street
5
State Street
Massachusetts
$275M -$19.2M -568,834 -7%
RRAM
6
River Road Asset Management
Kentucky
$226M +$39.5M +1,170,397 +24%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$202M +$23.1M +685,170 +15%
DC
8
Davenport & Co
Virginia
$185M -$267K -7,926 -0.2%
Charles Schwab
9
Charles Schwab
California
$176M +$7.24M +214,543 +5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$166M +$27.5M +814,055 +23%
PAMU
11
Pictet Asset Management (UK)
United Kingdom
$155M +$11.9M +351,901 +9%
BG
12
Baupost Group
Massachusetts
$149M +$133M +3,952,000 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$141M +$3.2M +94,784 +3%
TGHSA
14
TPG Group Holdings (SBS) Advisors
Texas
$137M +$14.6M +433,500 +13%
Norges Bank
15
Norges Bank
Norway
$120M -$5.57M -165,214 -5%
Blackstone Inc
16
Blackstone Inc
New York
$109M -$37M -1,097,853 -27%
CB
17
Cooke & Bieler
Pennsylvania
$107M +$32.4M +959,157 +51%
KBC Group
18
KBC Group
Belgium
$102M +$8.48M +251,246 +103%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$98.2M +$1.78M +52,820 +2%
CIM
20
Confluence Investment Management
Missouri
$97.5M -$3.44M -101,906 -4%
SAM
21
Silvercrest Asset Management
New York
$97.3M +$11.3M +334,293 +15%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$94.9M +$85.2M +2,524,588 New
WIM
23
Waverton Investment Management
United Kingdom
$94.1M -$719K -21,322 -3%
TSW
24
Thompson Siegel & Walmsley
Virginia
$92.6M -$1.79M -53,124 -2%
Bank of America
25
Bank of America
North Carolina
$88.5M -$2.51M -74,355 -3%

FNF Hedge Fund Activity: Q4 2020 in Review

526 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q4 2020, worth a combined $9.41B — up 28% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new FNF positions and 51 closed out — a net gain of 42 holders — while 155 added to existing stakes and 200 trimmed.

The largest buyer was Baupost Group, opening a new position worth an estimated $133M. The largest seller was Point72 Asset Management, cutting an estimated $64.8M.

  • 526 institutional investors held Fidelity National Financial (FNF) as of Q4 2020, up from 491 in Q3 2020.
  • Funds reported $9.41B of Fidelity National Financial stock for Q4 2020, up 28% quarter-over-quarter.
  • 93 funds opened new Fidelity National Financial positions in Q4 2020 and 51 closed out, a net change of +42 holders.
  • The largest Fidelity National Financial buyer in Q4 2020 was Baupost Group, an estimated $133M added.
  • The largest Fidelity National Financial seller in Q4 2020 was Point72 Asset Management, an estimated $64.8M sold.

Based on aggregated 13F filings for Q4 2020.