FDS icon

Factset

451 hedge funds and large institutions have $6.96B invested in Factset in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+15
Holders Change %
+3.44%
% of All Funds
10.06%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
74
Increased
140
Reduced
142
Closed
57
Calls
$68.2M
Puts
$69.1M
Net Calls
-$829K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
OSIA
251
O'Shares Investment Advisers
Massachusetts
$520K +$520K +2,599 New
PA
252
Profund Advisors
Maryland
$517K -$388K -1,939 -43%
Zurich Cantonal Bank
253
Zurich Cantonal Bank
Switzerland
$516K +$15.2K +76 +3%
SAM
254
Symphony Asset Management
California
$504K +$504K +2,519 New
HighTower Advisors
255
HighTower Advisors
Illinois
$492K -$39K -195 -7%
SFP
256
Shepherd Financial Partners
Massachusetts
$488K +$488K +2,438 New
FC
257
Fayerweather Charles
$486K -$20K -100 -4%
FMW
258
Farr Miller & Washington
District of Columbia
$484K +$11K +55 +2%
LIA
259
LS Investment Advisors
Michigan
$473K -$14.4K -72 -3%
TRCT
260
Tower Research Capital (TRC)
New York
$468K -$273K -1,362 -37%
FIM
261
Freedom Investment Management
Connecticut
$468K -$146K -731 -24%
PTC
262
Private Trust Company
Ohio
$459K -$94K -470 -17%
IA
263
IFP Advisors
Florida
$457K -$6.78K -34 -1%
PAM
264
Panagora Asset Management
Massachusetts
$454K
WG
265
Winton Group
United Kingdom
$452K +$227K +1,137 +101%
NO
266
Ninety One
South Africa
$450K
OAM
267
Oppenheimer Asset Management
New York
$448K -$40.7K -203 -8%
JG
268
Jefferies Group
New York
$442K -$99.3K -496 -18%
QCM
269
Quantinno Capital Management
New York
$439K +$439K +2,195 New
CWM
270
Cordatus Wealth Management
Pennsylvania
$438K +$438K +2,189 New
BNP Paribas Asset Management
271
BNP Paribas Asset Management
France
$433K +$175K +877 +68%
WAM
272
World Asset Management
Michigan
$430K -$29.4K -147 -6%
TA
273
Tiedemann Advisors
New York
$430K +$430K +2,150 New
AI
274
Atria Investments
North Carolina
$426K +$91.6K +458 +27%
VWM
275
Venturi Wealth Management
Texas
$426K +$426K +2,194 New