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Fidelity National Financial

576 hedge funds and large institutions have $9.94B invested in Fidelity National Financial in 2021 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 57

23% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $18.8M

5% more capital invested

Capital invested by funds: $9.42B → $9.94B (+$517M)

2% more funds holding

Funds holding: 562576 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.62% less ownership

Funds ownership: 82.51%81.89% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

Holders
576
Holders Change
+14
Holders Change %
+2.49%
% of All Funds
10.03%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
74
Increased
189
Reduced
201
Closed
57
Calls
$23.1M
Puts
$18.8M
Net Calls
+$4.26M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.2B -$30.3M -693,484 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.19B +$27.9M +638,506 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$509M -$200M -4,590,293 -27%
WPL
4
WINDACRE PARTNERSHIP LLC
Texas
$470M -$17.1M -392,080 -3%
State Street
5
State Street
Massachusetts
$334M +$31.5M +720,698 +10%
BWA
6
Brave Warrior Advisors
New York
$273M +$285M +6,538,112 New
RRAM
7
River Road Asset Management
Kentucky
$262M -$7.22M -165,417 -3%
CB
8
Cooke & Bieler
Pennsylvania
$232M +$4.59M +105,036 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$203M +$31.8M +728,999 +18%
Charles Schwab
10
Charles Schwab
California
$185M +$14.5M +332,177 +8%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$184M -$32.1M -736,064 -14%
DC
12
Davenport & Co
Virginia
$181M +$6.64M +151,969 +4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$177M +$1.7M +38,933 +0.9%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$175M +$726K +16,621 +0.4%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$162M +$2.08M +47,675 +1%
First Trust Advisors
16
First Trust Advisors
Illinois
$134M +$37.2M +853,028 +36%
Norges Bank
17
Norges Bank
Norway
$132M -$837K -19,175 -0.6%
TGHSA
18
TPG Group Holdings (SBS) Advisors
Texas
$124M -$33.9M -775,867 -21%
TSW
19
Thompson Siegel & Walmsley
Virginia
$115M -$12M -274,467 -9%
SAM
20
Silvercrest Asset Management
New York
$114M -$990K -22,663 -0.8%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$107M +$14.3M +326,860 +15%
CIM
22
Confluence Investment Management
Missouri
$106M -$629K -14,395 -0.6%
Bank of America
23
Bank of America
North Carolina
$103M -$12.6M -288,903 -10%
AQR Capital Management
24
AQR Capital Management
Connecticut
$91M -$2.13M -48,827 -2%
WIM
25
Waverton Investment Management
United Kingdom
$88.4M -$120K -2,749 -0.4%

FNF Hedge Fund Activity: Q2 2021 in Review

576 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q2 2021, worth a combined $9.94B — up 5.5% from $9.42B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new FNF positions and 57 closed out — a net gain of 17 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was Brave Warrior Advisors, opening a new position worth an estimated $285M. The largest seller was Principal Financial Group, cutting an estimated $200M.

  • 576 institutional investors held Fidelity National Financial (FNF) as of Q2 2021, up from 562 in Q1 2021.
  • Funds reported $9.94B of Fidelity National Financial stock for Q2 2021, up 5.5% quarter-over-quarter.
  • 74 funds opened new Fidelity National Financial positions in Q2 2021 and 57 closed out, a net change of +17 holders.
  • The largest Fidelity National Financial buyer in Q2 2021 was Brave Warrior Advisors, an estimated $285M added.
  • The largest Fidelity National Financial seller in Q2 2021 was Principal Financial Group, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2021.