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Factset

559 hedge funds and large institutions have $11.6B invested in Factset in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 173 increasing their positions, 201 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+24
Holders Change %
+4.49%
% of All Funds
11.31%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
67
Increased
173
Reduced
201
Closed
39
Calls
$21.2M
Puts
$20.8M
Net Calls
+$371K
Net Calls Change
+$2.34M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
326
Snowden Capital Advisors
New York
$554K +$28.5K +85 +5%
MGIM
327
M&G Investment Management
United Kingdom
$549K -$245K -732 -31%
GT
328
Glenview Trust
Kentucky
$549K
Mercer Global Advisors
329
Mercer Global Advisors
Colorado
$542K +$43.2K +129 +9%
HPC
330
HM Payson & Co
Maine
$536K
JIR
331
James Investment Research
Ohio
$526K +$526K +1,570 New
ACM
332
AlphaCrest Capital Management
New York
$519K -$65.3K -195 -11%
TF
333
TimeScale Financial
Massachusetts
$515K +$985 +3 +0.2%
IFWM
334
Institute for Wealth Management
Colorado
$507K +$98.2K +293 +24%
WAM
335
World Asset Management
Michigan
$504K -$4.35K -13 -0.9%
FWIA
336
Fort Washington Investment Advisors
Ohio
$503K
ACA
337
Anchor Capital Advisors
Massachusetts
$502K
GFS
338
GYL Financial Synergies
Connecticut
$502K
O
339
Ossiam
France
$500K -$72.3K -216 -13%
OPPTF
340
OPSEU Pension Plan Trust Fund
Ontario, Canada
$494K +$16.3K +49 +3%
SS
341
Sunbelt Securities
Texas
$489K -$335 -1 -0.1%
CIBC Asset Management
342
CIBC Asset Management
Ontario, Canada
$487K +$12.1K +36 +3%
DC
343
Davenport & Co
Virginia
$486K -$72.7K -217 -13%
FIM
344
Freedom Investment Management
Connecticut
$475K -$13.1K -39 -3%
OAM
345
Oppenheimer Asset Management
New York
$471K -$154K -460 -25%
RGC
346
Roberts, Glore & Co
Illinois
$465K -$7.02K -21 -1%
ASN
347
Advisory Services Network
Georgia
$454K -$71.6K -214 -14%
CG
348
Colony Group
Massachusetts
$449K +$234K +697 +108%
HWMG
349
Hurlow Wealth Management Group
Indiana
$447K
CI
350
Cigna Investments
Connecticut
$439K