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Factset

498 hedge funds and large institutions have $9.38B invested in Factset in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 208 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-21
Holders Change %
-4.05%
% of All Funds
11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
50
Increased
142
Reduced
208
Closed
66
Calls
$20.8M
Puts
$19.7M
Net Calls
+$1.07M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
226
Shell Asset Management
Netherlands
$1.25M -$98.5K -378 -7%
WT
227
Whittier Trust
California
$1.21M +$1.19M +4,551 +4,597%
EHWM
228
Eads & Heald Wealth Management
Georgia
$1.21M +$170K +651 +16%
LCM
229
Logan Capital Management
Pennsylvania
$1.2M -$13.3K -51 -1%
MML Investors Services
230
MML Investors Services
Massachusetts
$1.16M +$30.5K +117 +3%
SPIA
231
Steward Partners Investment Advisory
New York
$1.14M +$65.9K +253 +6%
MWM
232
Mattern Wealth Management
Kansas
$1.12M +$10.4K +40 +0.9%
Robeco Institutional Asset Management
233
Robeco Institutional Asset Management
Netherlands
$1.11M
NAM
234
Nissay Asset Management
Japan
$1.09M +$12.8K +49 +1%
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$1.08M -$1.27M -4,859 -54%
CWM
236
Cordatus Wealth Management
Pennsylvania
$1.08M +$258K +989 +32%
CCM
237
Coldstream Capital Management
Washington
$1.06M -$203K -778 -16%
OSIA
238
O'Shares Investment Advisers
Massachusetts
$1.05M -$80.5K -309 -7%
HighTower Advisors
239
HighTower Advisors
Illinois
$1.05M +$135K +517 +15%
FCM
240
Fortis Capital Management
Washington
$1.04M +$1.04M +4,000 New
SAM
241
Securian Asset Management
Minnesota
$1.04M
IIA
242
ICW Investment Advisors
Arizona
$1.03M +$7.56K +29 +0.7%
AC
243
Allstate Corporation
Illinois
$992K +$252K +967 +34%
Jane Street
244
Jane Street
New York
$978K -$1.78M -6,839 -65%
DekaBank Deutsche Girozentrale
245
DekaBank Deutsche Girozentrale
Germany
$967K -$52.2K -195 -5%
FHB
246
First Hawaiian Bank
Hawaii
$937K +$136K +521 +17%
II
247
IFM Investors
Australia
$914K -$31.1K -116 -3%
CGH
248
Crossmark Global Holdings
Texas
$889K -$28.2K -108 -3%
FMW
249
Farr Miller & Washington
District of Columbia
$886K +$43.3K +166 +5%
LFAS
250
Level Four Advisory Services
Texas
$871K +$24.3K +93 +3%