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Factset
FDS

Overview Fund Activity

535 hedge funds and large institutions have $11.7B invested in Factset in 2020 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 175 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+37
Holders Change %
+7.43%
% of All Funds
11%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
81
Increased
175
Reduced
179
Closed
43
Calls
$23.6M
Puts
$25.6M
Net Calls
-$1.97M
Net Calls Change
-$3.04M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$69.9M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$62.5M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$531M
4
KBC Group
4
KBC Group
Belgium
$47.9M
5
Invesco
5
Invesco
Georgia
$57.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$55.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.26B
3
DGI
3
Disciplined Growth Investors
Minnesota
$57.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$480M
5
Holocene Advisors
5
Holocene Advisors
New York
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
276
IFM Investors
Australia
$889K -$231K -703 -21%
BAMF
277
BI Asset Management Fondsmaeglerselskab
Denmark
$875K +$875K +2,664 New
TD Asset Management
278
TD Asset Management
Ontario, Canada
$865K -$6.57K -20 -0.8%
William Blair & Company
279
William Blair & Company
Illinois
$853K -$111K -339 -12%
Bessemer Group
280
Bessemer Group
New Jersey
$850K +$60.8K +185 +8%
VWM
281
Venturi Wealth Management
Texas
$824K +$824K +2,508 New
Macquarie Group
282
Macquarie Group
Australia
$823K +$251K +765 +44%
MGIM
283
M&G Investment Management
United Kingdom
$777K +$777K +2,370 New
SS
284
Simplicity Solutions
Minnesota
$775K +$775K +2,357 New
PAM
285
Paradigm Asset Management
New York
$772K +$624K +1,900 +422%
WG
286
Winton Group
United Kingdom
$750K +$750K +2,283 New
SYBT
287
Stock Yards Bank & Trust
Kentucky
$747K +$19.7K +60 +3%
AIM
288
Aigen Investment Management
New York
$742K +$742K +2,260 New
NO
289
Ninety One
South Africa
$739K – – –
SMDAM
290
Sumitomo Mitsui DS Asset Management
Japan
$730K – – –
SCM
291
Shelton Capital Management
Colorado
$726K -$37.8K -115 -5%
ACM
292
Argent Capital Management
Missouri
$723K – – –
AF
293
Advisornet Financial
Minnesota
$692K +$12.8K +39 +2%
CCA
294
Conestoga Capital Advisors
Pennsylvania
$687K +$39.4K +120 +6%
WTC
295
WhitTier Trust Company
Nevada
$657K +$181K +551 +38%
LIA
296
LS Investment Advisors
Michigan
$655K +$3.94K +12 +0.6%
FA
297
FDx Advisors
Illinois
$650K +$107K +326 +20%
AWM
298
AE Wealth Management
Kansas
$636K +$24.6K +75 +4%
GT
299
Glenmede Trust
Pennsylvania
$624K -$107K -326 -15%
IR
300
Invictus RG
Bermuda
$623K +$623K +1,896 New
10 11
12
13 14