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Factset

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
301
William Blair & Company
Illinois
$878K +$48.9K +147 +6%
SS
302
Simplicity Solutions
Minnesota
$860K -$73.2K -220 -8%
COI
303
Connable Office Inc
Michigan
$856K
HSA
304
Hussman Strategic Advisors
Maryland
$848K +$848K +2,550 New
BCM
305
Bayesian Capital Management
New York
$831K -$86.8K -261 -9%
TCM
306
Tributary Capital Management
Nebraska
$765K -$233K -700 -23%
WTC
307
WhitTier Trust Company
Nevada
$762K +$71.1K +214 +10%
MWM
308
Mission Wealth Management
California
$761K +$171K +515 +29%
AF
309
Advisornet Financial
Minnesota
$759K +$57.2K +172 +8%
NO
310
Ninety One
South Africa
$748K
FPS
311
Fieldpoint Private Securities
Connecticut
$745K +$171K +515 +30%
Susquehanna International Group
312
Susquehanna International Group
Pennsylvania
$742K -$76.5K -230 -9%
SYBT
313
Stock Yards Bank & Trust
Kentucky
$736K -$19.9K -60 -3%
NW
314
NewEdge Wealth
Pennsylvania
$735K +$735K +2,210 New
ACM
315
Argent Capital Management
Missouri
$732K
SMDAM
316
Sumitomo Mitsui DS Asset Management
Japan
$731K -$2.99K -9 -0.4%
LIA
317
LS Investment Advisors
Michigan
$716K +$70.8K +213 +11%
SCM
318
Shelton Capital Management
Colorado
$713K -$21.6K -65 -3%
MUAMU
319
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$698K +$698K +2,100 New
FHB
320
First Hawaiian Bank
Hawaii
$691K -$114K -344 -14%
CCA
321
Conestoga Capital Advisors
Pennsylvania
$687K -$8.31K -25 -1%
TRCT
322
Tower Research Capital (TRC)
New York
$677K -$784K -2,358 -54%
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$669K +$131K +395 +24%
MP
324
McDonald Partners
Ohio
$659K +$659K +1,981 New
FA
325
FDx Advisors
Illinois
$658K -$27.9K -84 -4%