591 hedge funds and large institutions have $11.1B invested in Factset in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 192 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
+19
Holders Change %
+3.32%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
65
Increased
205
Reduced
192
Closed
42
Calls
$27.3M
Puts
$30.1M
Net Calls
-$2.77M
Net Calls Change
-$6.25M
Name Holding Trade Value Shares
Change
Shares
Change %
KNW
226
Kesler Norman & Wride
Utah
$1.92M -$2.51M -7,011 -57%
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$1.82M +$102K +304 +6%
TRSOTSOK
228
Teachers Retirement System of the State of Kentucky
Kentucky
$1.82M
Allianz Asset Management
229
Allianz Asset Management
Germany
$1.82M -$2.92M -8,710 -62%
KIC
230
Kensington Investment Counsel
California
$1.77M +$43.3K +129 +3%
SPIA
231
Steward Partners Investment Advisory
New York
$1.74M -$11.7K -35 -0.7%
NIPH
232
NN Investment Partners Holdings
Netherlands
$1.74M -$92.3K -275 -5%
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.71M
AAM
234
Advisors Asset Management
Colorado
$1.71M -$36.6K -109 -2%
Neuberger Berman Group
235
Neuberger Berman Group
New York
$1.71M -$48.4M -148,317 -97%
SG
236
Stonnington Group
California
$1.7M -$262K -769 -13%
FAM
237
Formidable Asset Management
Ohio
$1.7M -$30.3K -89 -2%
II
238
IFM Investors
Australia
$1.69M +$348K +1,037 +26%
NW
239
NewEdge Wealth
Pennsylvania
$1.69M +$154K +460 +10%
RBA
240
Richard Bernstein Advisors
New York
$1.66M
LWCFA
241
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.63M -$2.01K -6 -0.1%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$1.63M
JPMPWA
243
J.P. Morgan Private Wealth Advisors
California
$1.61M -$488K -1,454 -23%
Los Angeles Capital Management
244
Los Angeles Capital Management
California
$1.61M
LCM
245
Logan Capital Management
Pennsylvania
$1.57M +$24.8K +74 +2%
Tudor Investment Corp
246
Tudor Investment Corp
Connecticut
$1.51M +$1.12M +3,340 +291%
EHWM
247
Eads & Heald Wealth Management
Georgia
$1.5M +$19.8K +59 +1%
VWM
248
Venturi Wealth Management
Texas
$1.43M -$336 -1 -0%
Pacer Advisors
249
Pacer Advisors
Pennsylvania
$1.42M -$10.1K -30 -0.7%
OQS
250
Occudo Quantitative Strategies
Florida
$1.42M -$585K -1,743 -29%