Finance Of America Companies Ownership | Who Owns Finance Of America Companies?
Finance Of America Companies Ownership Summary
Finance Of America Companies is owned by 31.33% institutional investors, 29.54% insiders, and 39.14% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 0.69% of FOA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.51% of its assets in Finance Of America Companies shares.
FOA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Finance Of America Companies | 31.33% | 29.54% | 39.14% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Credit Services Stocks | 49.87% | 8.04% | 42.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Kayne anderson rudnick investment management | 609.79K | 0.69% | $9.76M |
| Vanguard group | 390.35K | 0.44% | $6.25M |
| Dimensional fund advisors lp | 380.81K | 0.43% | $6.09M |
| Money concepts capital | 362.45K | 0.41% | $5.80M |
| Renaissance | 344.22K | 0.39% | $5.51M |
| Acuitas investments | 113.40K | 0.13% | $1.81M |
| Lsv asset management | 111.69K | 0.13% | $1.79M |
| Blackrock | 91.48K | 0.10% | $1.46M |
| Bridgeway capital management | 78.15K | 0.09% | $1.25M |
| Rbf capital | 73.06K | 0.08% | $1.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Acuitas investments | 113.40K | 0.97% | $1.81M |
| Money concepts capital | 362.45K | 0.49% | $5.80M |
| Carmel capital partners | 12.09K | 0.08% | $193.39K |
| Rbf capital | 73.06K | 0.07% | $1.17M |
| Corsair capital management | 25.71K | 0.07% | $411.30K |
| Inspire advisors | 28.34K | 0.06% | $453.50K |
| Marquette asset management | 20.61K | 0.06% | $329.82K |
| Linden thomas advisory services | 21.61K | 0.05% | $345.68K |
| Bridgeway capital management | 78.15K | 0.03% | $1.25M |
| Kayne anderson rudnick investment management | 609.79K | 0.02% | $9.76M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Acuitas investments | 113.40K | 0.97% | 66.56K |
| Renaissance | 344.22K | 0.01% | 35.38K |
| Corsair capital management | 25.71K | 0.07% | 25.71K |
| Money concepts capital | 362.45K | 0.49% | 21.00K |
| Citadel advisors | 20.92K | 0.00% | 20.92K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hillsdale investment management | - | - | -66.20K |
| Millennium management | 13.11K | 0.00% | -32.50K |
| Susquehanna group, llp | - | - | -24.15K |
| Jane street group | - | - | -21.41K |
| Qube research | 4.00 | - | -18.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Corsair capital management | 25.71K | 0.07% | 25.71K | $411.30K |
| Citadel advisors | 20.92K | 0.00% | 20.92K | $334.69K |
| Archer investment | 10.00 | - | 10.00 | $160.00 |
Sold Out
| Holder | Change |
|---|---|
| Tyler-stone wealth management | -18.00 |
| Macquarie group | -115.00 |
| Newedge advisors | -506.00 |
| Innealta capital | -856.00 |
| Lakewood asset management | -9.62K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 49 | -2.00% | 3,108,935 | 0.87% | 31 | 257.86% | 19 | 11.76% | 11 | -45.00% |
| Jun 30, 2024 | 50 | -7.41% | 3,081,981 | -1.41% | 3 | 27.89% | 17 | -43.33% | 20 | 150.00% |
| Mar 31, 2024 | 54 | 8.00% | 3,126,130 | -2.35% | 3 | 23.18% | 30 | 7.14% | 8 | -33.33% |
| Dec 31, 2023 | 50 | 19.05% | 3,201,358 | 7.50% | 3 | 33.89% | 28 | 86.67% | 12 | -7.69% |
| Sep 30, 2023 | 42 | 5.00% | 2,978,014 | -1.11% | 3 | 28.60% | 15 | 7.14% | 13 | -7.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 150.22K | 1.51% | 2.06K |
| Purpose Credit Opportunities Series F | 560.22K | 0.56% | - |
| Fidelity Extended Market Index | 45.18K | 0.46% | 21.68K |
| Vanguard Institutional Extnd Mkt Idx Tr | 44.56K | 0.45% | - |
| Fidelity Total Market Index | 14.21K | 0.14% | 6.26K |
| NT R2000 Value Index Fund - NL | 140.95K | 0.14% | -25.24K |
| NT R2000 Index Fund - NL | 136.71K | 0.14% | -2.75K |
| NT R2000 Value Index Fund - L | 108.26K | 0.11% | 2.75K |
| Northern Trust Russell 2000 Value Index | 108.26K | 0.11% | 2.75K |
| NT R2000 Index Fund - DC - NL - 2 | 108.18K | 0.11% | -2.57K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 12, 2024 | Corio Norma | - | Buy | $110.12K |
| Dec 10, 2024 | West Lance | - | Sell | $513.71K |
| Dec 06, 2024 | West Lance | - | Sell | $141.75K |
| Dec 04, 2024 | West Lance | - | Sell | $185.61K |
| Dec 04, 2024 | West Lance | - | Sell | $96.78K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 5 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
FOA Ownership FAQ
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