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Factset

498 hedge funds and large institutions have $9.38B invested in Factset in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 208 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-21
Holders Change %
-4.05%
% of All Funds
11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
50
Increased
142
Reduced
208
Closed
66
Calls
$20.8M
Puts
$19.7M
Net Calls
+$1.07M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$579K +$7.55K +29 +1%
SYBT
277
Stock Yards Bank & Trust
Kentucky
$577K -$34.1K -131 -6%
GCP
278
GSA Capital Partners
United Kingdom
$573K +$573K +2,200 New
ACM
279
Argent Capital Management
Missouri
$573K +$573K +2,200 New
OAM
280
Oppenheimer Asset Management
New York
$557K -$16.9K -65 -3%
AF
281
Advisornet Financial
Minnesota
$539K +$47.4K +182 +10%
MUAMU
282
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$521K -$964K -3,700 -65%
FC
283
FORA Capital
Florida
$517K -$174K -666 -25%
LIA
284
LS Investment Advisors
Michigan
$517K -$121K -463 -19%
CCA
285
Conestoga Capital Advisors
Pennsylvania
$514K -$31.3K -120 -6%
S
286
Seeyond
France
$490K -$3.66K -21 -0.7%
AWM
287
AE Wealth Management
Kansas
$485K -$38.8K -149 -7%
Creative Planning
288
Creative Planning
Kansas
$479K -$20.1K -77 -4%
Wolverine Trading
289
Wolverine Trading
Illinois
$478K +$478K +1,782 New
IA
290
IFP Advisors
Florida
$475K -$48.7K -189 -9%
WCM
291
Weld Capital Management
New York
$474K -$1.53M -5,865 -76%
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$470K -$1.59M -6,090 -77%
NIC
293
Northwest Investment Counselors
Oregon
$463K +$13K +50 +3%
KFA
294
Krane Funds Advisors
New York
$457K +$457K +1,754 New
Macquarie Group
295
Macquarie Group
Australia
$454K -$267K -1,023 -37%
FIM
296
Freedom Investment Management
Connecticut
$452K +$4.29K +15 +1%
BG
297
Bellevue Group
Switzerland
$443K
GC
298
Guggenheim Capital
Illinois
$440K -$3.42M -13,132 -89%
TF
299
TimeScale Financial
Massachusetts
$438K +$260 +1 +0.1%
AWM
300
Avior Wealth Management
Nebraska
$437K