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Factset
FDS

Overview Fund Activity

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.

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

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$634M
2
BAMCO Inc
2
BAMCO Inc
New York
$368M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$293M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$249M
5
Wells Fargo
5
Wells Fargo
California
$224M

Top Sellers

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