undamentalytics Newsletter

Fidelity National Financial, Inc.: which funds bought and sold

Institutions that bought and sold Fidelity National Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 306 institutions that filed 13F reports for both quarters added to or opened positions in Fidelity National Financial, and 341 cut or closed them. Together they added a net 10.3M shares, +4.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 14.4M shares (+24.3%); index fund managers were net sellers of 1.3M shares (−1.5%). 61 opened a new position and 81 sold out entirely.

Bought, Q2 2026 306 institutions, 61 of them new holders Sold, Q2 2026 341 institutions, 81 of them sold out
Net change, all compared +10.3M shares (+4.7%)
Net change, active managers +14.4M shares (+24.3%), 30 bought, 22 sold

Buyers versus sellers

institutions compared, 777
Active managers and hedge funds 30 bought · 22 sold · +14.4M
Index fund managers 5 bought · 6 sold · −1.3M
Other institutions 271 bought · 313 sold · −2.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Eagle Investment Management, LLC Active manager +9.1M +102.2% 18.0M $847M
FMR LLC Active manager +2.9M +71.2% 7.1M $334M
AQR Capital Management LLC Hedge fund +2.0M +36.5% 7.4M $349M
Goldman Sachs Group Inc +1.3M +106.7% 2.5M $118M
Arrowstreet Capital, Limited Partnership Hedge fund +1.1M +84.2% 2.5M $117M
D. E. Shaw & Co., Inc. Hedge fund +1.1M +195.8% 1.7M $80.6M
Charles Schwab Investment Management Inc Index funds +749K +9.8% 8.4M $395M
Dimensional Fund Advisors LP +580K +13.8% 4.8M $226M
Two Sigma Investments, LP Hedge fund +571K +194.8% 864K $40.7M
HRT Financial LP +389K +209.4% 575K $27.1M
UBS Group AG +364K +33.5% 1.4M $68.3M
Balyasny Asset Management L.P. Hedge fund +347K New position 347K $16.4M
Assenagon Asset Management S.A. +299K New position 299K $14.1M
Squarepoint Ops LLC Hedge fund +294K +74.4% 688K $32.5M
State Street Corp Index funds +259K +2.7% 9.8M $461M
Gotham Asset Management, LLC Hedge fund +203K +84.2% 444K $20.9M
Victory Capital Management Inc Active manager +198K +20.7% 1.2M $54.6M
SG Americas Securities, LLC +192K +138.3% 330K $15.6M
Railway Pension Investments Ltd +183K +190.2% 279K $13.1M
Exoduspoint Capital Management, LP Hedge fund +177K New position 177K $8.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Alliancebernstein L.P. Active manager −2.9M −55.0% 2.4M $112M
Blackrock, Inc. Index funds −2.1M −5.2% 37.5M $1.8B
Principal Financial Group Inc −1.4M −39.8% 2.1M $100M
Los Angeles Capital Management LLC Active manager −713K −95.4% 35K $1.6M
Schwartz Investment Counsel Inc −450K −73.2% 165K $7.8M
Australiansuper Pty Ltd −419K −75.0% 140K $6.6M
Millennium Management LLC Hedge fund −416K −56.9% 315K $14.8M
First Trust Advisors LP −385K −33.5% 763K $36M
BNP Paribas Financial Markets −358K −52.9% 319K $15M
Hightower Advisors, LLC −293K −60.9% 188K $8.9M
Gw&K Investment Management, LLC −280K −96.6% 9,873 $466,000
Empowered Funds, LLC −227K −92.9% 17K $813,935
Nuveen, LLC −213K −9.3% 2.1M $97.6M
Zurcher Kantonalbank (Zurich Cantonalbank) −197K −76.4% 61K $2.9M
Susquehanna Portfolio Strategies, LLC −192K Sold out 0 —
Geode Capital Management, LLC Index funds −171K −3.3% 5.0M $237M
Ae Wealth Management LLC −158K −95.2% 7,980 $376,320
Invesco Ltd. −152K −17.4% 722K $34.1M
Bank Of New York Mellon Corp −136K −5.4% 2.4M $113M
Pfa Pension, Forsikringsaktieselskab −130K −19.8% 528K $24.9M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Balyasny Asset Management L.P.Hedge fund 347K $16.4M
Assenagon Asset Management S.A. 299K $14.1M
Exoduspoint Capital Management, LPHedge fund 177K $8.3M
Voleon Capital Management LPHedge fund 121K $5.7M
Trexquant Investment LPHedge fund 115K $5.4M
Natixis 83K $3.9M
Entropy Technologies, LP 50K $2.4M
Entrypoint Capital, LLC 32K $1.5M
New Age Alpha Advisors, LLC 22K $1M
Brown Advisory IncActive manager 20K $932,164

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
706
Ten largest holders
59.1%
of 13F-reported shares
Index fund managers
38.2%
of 13F-reported shares
Active managers and hedge funds
31.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 22 7 6 +14.4M +24.3%
Index fund managers 5 6 0 0 −1.3M −1.5%
Other institutions 271 313 54 75 −2.8M −4.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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