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Factset

383 hedge funds and large institutions have $6.63B invested in Factset in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 125 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-12
Holders Change %
-3.04%
% of All Funds
9.56%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
37
Increased
145
Reduced
125
Closed
42
Calls
$34.9M
Puts
$57.1M
Net Calls
-$22.2M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$38K +$3.6K +20 +10%
SIAS
327
Shine Investment Advisory Services
Colorado
$37K
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36K
CG
329
Cutler Group
California
$35K +$35K +197 New
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$34K
OFS
331
Orrstown Financial Services
Pennsylvania
$25K +$10.8K +60 +76%
FHA
332
First Horizon Advisors
Tennessee
$24K
HNB
333
Huntington National Bank
Ohio
$22K -$22.2K -124 -50%
ASN
334
Advisory Services Network
Georgia
$22K -$21.5K -121 -49%
1832 Asset Management
335
1832 Asset Management
Ontario, Canada
$21K +$21K +115 New
ARMC
336
American Research & Management Company
Massachusetts
$18K
SSB
337
Sandy Spring Bank
Maryland
$18K
GWM
338
Geneos Wealth Management
Colorado
$18K
PCP
339
Proficio Capital Partners
Massachusetts
$18K +$2.88K +16 +19%
PA
340
Parallel Advisors
California
$18K +$3.72K +19 +26%
GAM
341
Gemmer Asset Management
California
$17K
TDC
342
Thompson Davis & Co
Virginia
$15K -$1.48K -8 -9%
LNB
343
Ledyard National Bank
$14K
WT
344
Whittier Trust
California
$14K +$14K +77 New
RE
345
RBC Europe
United Kingdom
$13.9K +$13.9K +77 New
GWS
346
Glassman Wealth Services
Virginia
$13K
AF
347
Arrow Financial
New York
$11K
VCM
348
Versant Capital Management
Arizona
$11K
SFSIG
349
San Francisco Sentry Investment Group
California
$11K +$11K +61 New
MCM
350
MV Capital Management
Maryland
$10K