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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 %
MFG
326
Magnus Financial Group
New York
$526K +$3.95K +12 +0.8%
ASN
327
Advisory Services Network
Georgia
$516K +$146K +443 +39%
SCA
328
Snowden Capital Advisors
New York
$516K +$17.7K +54 +4%
WAM
329
World Asset Management
Michigan
$499K -$4.93K -15 -1%
GFS
330
GYL Financial Synergies
Connecticut
$493K – – –
ACA
331
Anchor Capital Advisors
Massachusetts
$493K – – –
FWIA
332
Fort Washington Investment Advisors
Ohio
$493K +$493K +1,501 New
Mercer Global Advisors
333
Mercer Global Advisors
Colorado
$489K +$28.9K +88 +6%
Wolverine Trading
334
Wolverine Trading
Illinois
$487K -$95.8K -293 -16%
SS
335
Sunbelt Securities
Texas
$480K -$19.1K -58 -4%
FIM
336
Freedom Investment Management
Connecticut
$479K -$40.1K -122 -8%
KWM
337
Kingsview Wealth Management
Oregon
$479K +$219K +665 +84%
OPPTF
338
OPSEU Pension Plan Trust Fund
Ontario, Canada
$474K +$8.27K +25 +2%
CIBC Asset Management
339
CIBC Asset Management
Ontario, Canada
$466K – – –
RGC
340
Roberts, Glore & Co
Illinois
$463K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
341
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$460K -$65.7K -200 -13%
HWMG
342
Hurlow Wealth Management Group
Indiana
$457K -$3.08K -9 -0.7%
EOJOAM
343
E. Ohman J:or Asset Management
Sweden
$445K – – –
NBG
344
Nancy B. Gardiner
$443K – – –
PAS
345
Park Avenue Securities
New York
$442K +$442K +1,347 New
Daiwa Securities Group
346
Daiwa Securities Group
Japan
$436K – – –
KFA
347
Krane Funds Advisors
New York
$434K -$142K -433 -25%
CP
348
Covenant Partners
Tennessee
$432K +$24.7K +75 +6%
CI
349
Cigna Investments
Connecticut
$430K +$36.4K +111 +9%
DWA
350
Douglass Winthrop Advisors
New York
$418K -$46.9K -143 -10%
12 13
14
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