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Factset
FDS

Overview Fund Activity

768 hedge funds and large institutions have $17.1B invested in Factset in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 275 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+42
Holders Change %
+5.79%
% of All Funds
11.26%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
101
Increased
249
Reduced
275
Closed
48
Calls
$56.8M
Puts
$38.5M
Net Calls
+$18.3M
Net Calls Change
+$22M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.33B
2
BlackRock
BlackRock
New York
$1.66B
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$540M
4
PAM
PineStone Asset Management
Quebec, Canada
$78M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$49.7M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
$0
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$171M
3
KBC Group
KBC Group
Belgium
$9.42M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$434M
5
State Street
State Street
Massachusetts
$879M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
226
Prospera Financial Services
Texas
$3.23M -$439K -921 -12%
MYAM
227
Meiji Yasuda Asset Management
Japan
$3.21M -$69.6K -146 -2%
CNB
228
Czech National Bank
Czech Republic
$3.17M -$6.2K -13 -0.2%
SCTC
229
Sanibel Captiva Trust Company
Florida
$3.16M +$3.16M +6,634 New
URS
230
Utah Retirement Systems
Utah
$3.16M +$21.5K +45 +0.7%
VanEck Associates
231
VanEck Associates
New York
$3.14M +$898K +1,882 +40%
BCM
232
Birch Capital Management
Texas
$3.1M – – –
Neuberger Berman Group
233
Neuberger Berman Group
New York
$3.08M +$32.9K +69 +1%
PA
234
Procyon Advisors
Connecticut
$3.08M +$220K +461 +8%
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.97M +$19.1K +40 +0.6%
HI
236
HBK Investments
Texas
$2.96M +$2.66M +5,576 +875%
PIM
237
Penobscot Investment Management
Massachusetts
$2.96M -$42.9K -90 -1%
SFS
238
Stiles Financial Services
Minnesota
$2.94M -$88.3K -185 -3%
WorldQuant Millennium Advisors
239
WorldQuant Millennium Advisors
New York
$2.87M +$884K +1,853 +44%
KNW
240
Kesler Norman & Wride
Utah
$2.87M -$52K -109 -2%
BRCM
241
Bright Rock Capital Management
Massachusetts
$2.86M – – –
TAF
242
Tredje AP-fonden
Sweden
$2.84M -$161K -338 -5%
DPAM
243
Degroof Petercam Asset Management
Belgium
$2.84M +$2.84M +5,950 New
Public Sector Pension Investment Board (PSP Investments)
244
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.83M -$1.42M -2,969 -33%
Allianz Asset Management
245
Allianz Asset Management
Germany
$2.77M +$114K +238 +4%
SAM
246
Shell Asset Management
Netherlands
$2.76M -$264K -554 -9%
Janus Henderson Group
247
Janus Henderson Group
United Kingdom
$2.73M +$80.6K +169 +3%
PI
248
PGGM Investments
Netherlands
$2.67M – – –
NW
249
NewEdge Wealth
Pennsylvania
$2.66M -$26.2K -55 -1%
OAM
250
Oppenheimer Asset Management
New York
$2.6M -$54.4K -114 -2%
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