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Factset

689 hedge funds and large institutions have $16.4B invested in Factset in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 227 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+73
Holders Change %
+11.85%
% of All Funds
10.64%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
134
Increased
227
Reduced
202
Closed
54
Calls
$88.9M
Puts
$99.7M
Net Calls
-$10.8M
Net Calls Change
-$5.54M
Name Holding Trade Value Shares
Change
Shares
Change %
WHG
251
Westwood Holdings Group
Texas
$2.4M +$1M +2,058 +72%
II
252
IFM Investors
Australia
$2.4M
IG
253
ING Group
Netherlands
$2.39M +$2.39M +4,913 New
Macquarie Group
254
Macquarie Group
Australia
$2.38M -$1.03M -2,129 -30%
JPMPWA
255
J.P. Morgan Private Wealth Advisors
California
$2.37M +$1.94K +4 +0.1%
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$2.35M
Los Angeles Capital Management
257
Los Angeles Capital Management
California
$2.33M
EP
258
Edgestream Partners
New Jersey
$2.32M +$959K +1,974 +71%
COPPSERS
259
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.3M -$3.77M -7,756 -62%
PIM
260
Profit Investment Management
Maryland
$2.29M
LWCFA
261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.28M -$80.2K -165 -3%
FAM
262
Formidable Asset Management
Ohio
$2.25M -$106K -225 -5%
VanEck Associates
263
VanEck Associates
New York
$2.23M +$167K +344 +8%
SFI
264
Susquehanna Fundamental Investments
Pennsylvania
$2.22M -$11M -22,678 -83%
PS
265
Pensionfund Sabic
Netherlands
$2.19M +$2.19M +4,500 New
NAM
266
Nissay Asset Management
Japan
$2.16M -$2.1M -4,327 -49%
NA
267
NewEdge Advisors
Louisiana
$2.16M +$1.11M +2,275 +105%
TRSOTSOK
268
Teachers Retirement System of the State of Kentucky
Kentucky
$2.14M -$497K -1,022 -19%
Connor, Clark & Lunn Investment Management (CC&L)
269
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.12M -$379K -779 -15%
BTWM
270
Baker Tilly Wealth Management
Wisconsin
$2.12M +$175K +360 +9%
EHWM
271
Eads & Heald Wealth Management
Georgia
$2.07M -$74.8K -154 -3%
SAM
272
Shell Asset Management
Netherlands
$2.06M +$241K +495 +13%
TFCM
273
Taylor Frigon Capital Management
Arizona
$2.05M +$16.5K +34 +0.8%
SG
274
Stonnington Group
California
$2.03M -$182K -410 -8%
NIPH
275
NN Investment Partners Holdings
Netherlands
$1.98M