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Factset
FDS

280 hedge funds and large institutions have $4.6B invested in Factset in 2013 Q2 according to their latest regulatory filings, with 280 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

103.71% more ownership

Funds ownership: 0% → 103.71% (+104%)

70% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $28M

Holders
280
Holders Change
+280
Holders Change %
–
% of All Funds
9.14%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
280
Increased
–
Reduced
–
Closed
–
Calls
$47.7M
Puts
$28M
Net Calls
+$19.7M
Net Calls Change
+$19.7M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
251
Ladenburg Thalmann Financial Services
Florida
$75K +$70.4K +734 New
EWM
252
Evercore Wealth Management
New York
$66K +$62.2K +648 New
BPBT
253
Boston Private Bank & Trust
Massachusetts
$61K +$57.6K +600 New
HNB
254
Huntington National Bank
Ohio
$56K +$52.8K +550 New
BFEC
255
Benjamin F. Edwards & Company
Missouri
$49K +$46.4K +483 New
Loomis, Sayles & Company
256
Loomis, Sayles & Company
Massachusetts
$47.5K +$44.7M +466,087 New
DAM
257
Delta Asset Management
Tennessee
$46K +$43.2K +450 New
TSWM
258
Triangle Securities Wealth Management
North Carolina
$46K +$43.3K +451 New
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$45K +$42.4K +442 New
OMCS
260
Old Mutual Customised Solutions
South Africa
$31K +$28.8K +300 New
1IC
261
1919 Investment Counsel
Maryland
$21K +$19.2K +200 New
ARMC
262
American Research & Management Company
Massachusetts
$15K +$14.4K +150 New
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$15K +$14.4K +150 New
DADC
264
D.A. Davidson & Co
Montana
$13K +$12.4K +129 New
SNT
265
Security National Trust
West Virginia
$11K +$10.4K +108 New
FHA
266
First Horizon Advisors
Tennessee
$9K +$8.35K +87 New
WA
267
WestEnd Advisors
North Carolina
$6.22K +$5.85K +61 New
SMA
268
Simply Money Advisors
Ohio
$5K +$4.32K +45 New
M&T Bank
269
M&T Bank
New York
$5K +$4.61K +48 New
WRM
270
Westport Resources Management
Connecticut
$4K +$4.22K +44 New
FNBOO
271
First National Bank of Omaha
Nebraska
$2.94K +$2.77M +28,845 New
CW
272
Cobiz Wealth
Colorado
$2K +$1.73K +18 New
HI
273
Hudock Inc
Pennsylvania
$2K +$1.82K +19 New
JG
274
Jefferies Group
New York
$2K +$1.92K +20 New
FNBT
275
FineMark National Bank & Trust
Florida
$1K +$1.34K +14 New
8 9 10
11
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FDS Hedge Fund Activity: Q2 2013 in Review

280 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q2 2013, worth a combined $4.6B.

Buyers outnumbered sellers: 280 funds opened new FDS positions and 0 closed out — a net gain of 280 holders — while 0 added to existing stakes and 0 trimmed.

  • 280 institutional investors held Factset (FDS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $4.6B of Factset stock for Q2 2013.
  • 280 funds opened new Factset positions in Q2 2013 and 0 closed out, a net change of +280 holders.

Based on aggregated 13F filings for Q2 2013.