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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 %
VFA
351
Valeo Financial Advisors
Indiana
$10K +$10K +54 New
CPIG
352
Chicago Partners Investment Group
Illinois
$10K +$10K +56 New
SIM
353
Sonora Investment Management
Arizona
$9.01K
ZB
354
Zions Bancorporation
Utah
$9K
CHP
355
Cable Hill Partners
Oregon
$9K +$9K +50 New
WCBA
356
Weaver C. Barksdale & Associates
Tennessee
$7K
CHC
357
City Holding Co
West Virginia
$7K +$2.63K +15 +60%
TCM
358
TD Capital Management
Tennessee
$7K +$7K +40 New
FANJ
359
Financial Architects (New Jersey)
New Jersey
$6K
TF
360
Tompkins Financial
New York
$6K +$6K +32 New
IP
361
Intellectus Partners
California
$5K -$71.8K -431 -93%
CTC
362
Central Trust Company
Missouri
$5K
TWMP
363
Taylor Wealth Management Partners
Massachusetts
$5K
CMBA
364
C.M. Bidwell & Associates
Hawaii
$5K
WA
365
Winfield Associates
Ohio
$4K
NC
366
NewSquare Capital
Pennsylvania
$3K
AA
367
AlphaMark Advisors
Kentucky
$3K
PFGIA
368
Patriot Financial Group Insurance Agency
Massachusetts
$3K
QCG
369
Quadrant Capital Group
Ohio
$3K +$1.7K +13 +130%
MCIA
370
Mountain Capital Investment Advisors
Colorado
$2K -$136K -748 -99%
WAM
371
Wealthspire Advisors (Maryland)
Maryland
$2K -$5.27K -29 -73%
HIM
372
Hillsdale Investment Management
Ontario, Canada
$2K -$500 -3 -20%
NFG
373
Next Financial Group
Texas
$2K
TC
374
Trust Company
Kansas
$2K
CPA
375
Clear Perspective Advisors
Illinois
$2K