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Factset
FDS

Overview Fund Activity

587 hedge funds and large institutions have $11.6B invested in Factset in 2020 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 186 increasing their positions, 204 reducing their positions, and 53 closing their positions.

Holders
587
Holders Change
+28
Holders Change %
+5.01%
% of All Funds
10.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
87
Increased
186
Reduced
204
Closed
53
Calls
$16.8M
Puts
$13.9M
Net Calls
+$2.83M
Net Calls Change
+$2.46M

Top Buyers

1
KBC Group
1
KBC Group
Belgium
$299M
2
ESCM
2
Echo Street Capital Management
New York
$115M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$37.6M
4
BlackRock
4
BlackRock
New York
$1.55B
5
Victory Capital Management
5
Victory Capital Management
Texas
$55.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$304M
2
Norges Bank
2
Norges Bank
Norway
$36.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$832M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.9M
5
Man Group
5
Man Group
United Kingdom
$8.84M
Name Market Value Shares Shares
Change 		Shares
Change %
FMW
276
Farr Miller & Washington
District of Columbia
$1.22M 3,676 +170 +5%
II
277
IFM Investors
Australia
$1.22M 3,668 +641 +21%
SAM
278
Securian Asset Management
Minnesota
$1.19M 3,590 -100 -3%
LFAS
279
Level Four Advisory Services
Texas
$1.16M 3,493 +67 +2%
Connor, Clark & Lunn Investment Management (CC&L)
280
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.16M 3,477 +2,549 +275%
CPWA
281
Cerro Pacific Wealth Advisors
California
$1.14M 3,428 +3,428 New
Macquarie Group
282
Macquarie Group
Australia
$1.13M 3,401 -787 -19%
PA
283
PFG Advisors
Arizona
$1.11M 3,349 +7 +0.2%
Balyasny Asset Management
284
Balyasny Asset Management
Illinois
$1.08M 3,237 +3,237 New
VanEck Associates
285
VanEck Associates
New York
$1.06M 3,196 +2 +0.1%
MFGM
286
Marshall Financial Group (Maryland)
Maryland
$1.06M 3,181 +3,181 New
AWM
287
AE Wealth Management
Kansas
$1.03M 3,097 +596 +24%
WBC
288
Westpac Banking Corp
Australia
$1.02M 3,081 – –
PA
289
Profund Advisors
Maryland
$1.02M 3,077 +105 +4%
FFBTD
290
First Financial Bank - Trust Division
Ohio
$1M 3,016 -10 -0.3%
DWM
291
Doyle Wealth Management
Florida
$1M 3,016 +136 +5%
Bessemer Group
292
Bessemer Group
New Jersey
$972K 2,923 +260 +10%
ST
293
Spinnaker Trust
Maine
$971K 2,922 – –
AI
294
AdvisorShares Investments
Maryland
$943K 2,835 -76 -3%
PAM
295
Panagora Asset Management
Massachusetts
$940K 2,827 +10 +0.4%
QC
296
Quadrature Capital
United Kingdom
$932K 2,800 -857 -23%
LAI
297
Legal Advantage Investments
California
$931K 2,800 +2,800 New
SO
298
STRS Ohio
Ohio
$910K 2,738 -4,098 -60%
Holocene Advisors
299
Holocene Advisors
New York
$882K 2,652 +2,652 New
Cambridge Investment Research Advisors
300
Cambridge Investment Research Advisors
Iowa
$880K 2,647 -81 -3%
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