Factset
845 hedge funds and large institutions have $17.7B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 271 increasing their positions, 296 reducing their positions, and 73 closing their positions.
438% more call options, than puts
Call options by funds: $29.2M | Put options by funds: $5.43M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
34% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 73
7% more capital invested
Capital invested by funds: $16.5B → $17.7B (+$1.19B)
2% more funds holding
Funds holding: 829 → 845 (+16)
0.11% more ownership
Funds ownership: 94.45% → 94.56% (+0.11%)
8% less repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 296
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$66.3M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$65.7M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$45M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$31.8M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$70.1M |
| 2 |
BAMCO Inc
New York
|
-$58.2M |
| 3 |
Squarepoint
New York
|
-$46.1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$43.6M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$33.6M |
FDS Hedge Fund Activity: Q4 2024 in Review
845 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q4 2024, worth a combined $17.7B — up 7.2% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new FDS positions and 73 closed out — a net gain of 25 holders — while 271 added to existing stakes and 296 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $66.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $70.1M.
- 845 institutional investors held Factset (FDS) as of Q4 2024, up from 829 in Q3 2024.
- Funds reported $17.7B of Factset stock for Q4 2024, up 7.2% quarter-over-quarter.
- 98 funds opened new Factset positions in Q4 2024 and 73 closed out, a net change of +25 holders.
- The largest Factset buyer in Q4 2024 was Citadel Advisors, an estimated $66.3M added.
- The largest Factset seller in Q4 2024 was Thrivent Financial for Lutherans, an estimated $70.1M sold.
Based on aggregated 13F filings for Q4 2024.