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Factset

408 hedge funds and large institutions have $7.13B invested in Factset in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 125 increasing their positions, 145 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+25
Holders Change %
+6.53%
% of All Funds
9.27%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
66
Increased
125
Reduced
145
Closed
41
Calls
$37.4M
Puts
$39.3M
Net Calls
-$1.88M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SP
351
SWS Partners
Ohio
$24K +$24K +123 New
OWA
352
One Wealth Advisors
California
$20K +$20K +106 New
PCP
353
Proficio Capital Partners
Massachusetts
$19K
SSB
354
Sandy Spring Bank
Maryland
$19K
ARMC
355
American Research & Management Company
Massachusetts
$19K
GWM
356
Geneos Wealth Management
Colorado
$19K
SWM
357
SeaCrest Wealth Management
New York
$19K +$19K +97 New
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
$19K +$19K +99 New
1832 Asset Management
359
1832 Asset Management
Ontario, Canada
$18K -$3.79K -20 -17%
PA
360
Parallel Advisors
California
$18K
GAM
361
Gemmer Asset Management
California
$18K
SFSIG
362
San Francisco Sentry Investment Group
California
$18K +$5.93K +30 +49%
DCM
363
Delpha Capital Management
New York
$18K +$18K +93 New
VFA
364
Valeo Financial Advisors
Indiana
$17K +$6.57K +34 +63%
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$16K +$16K +82 New
OFS
366
Orrstown Financial Services
Pennsylvania
$15K -$11.4K -60 -43%
RE
367
RBC Europe
United Kingdom
$14.8K
RCG
368
Ruggie Capital Group
Florida
$14K +$14K +72 New
GWS
369
Glassman Wealth Services
Virginia
$13K
VCM
370
Versant Capital Management
Arizona
$12K
AF
371
Arrow Financial
New York
$12K
OAJ
372
Ogorek Anthony Joseph
New York
$12K +$12K +65 New
CPIG
373
Chicago Partners Investment Group
Illinois
$11K
MCM
374
MV Capital Management
Maryland
$11K
CHP
375
Cable Hill Partners
Oregon
$10K