451 hedge funds and large institutions have $6.96B invested in Factset in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+15
Holders Change %
+3.44%
% of All Funds
10.06%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
74
Increased
140
Reduced
142
Closed
57
Calls
$68.2M
Puts
$69.1M
Net Calls
-$829K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
351
Rehmann Capital Advisory Group
Michigan
$81.7K -$16.6K -83 -17%
Toronto Dominion Bank
352
Toronto Dominion Bank
Ontario, Canada
$79K
LWM
353
Liberty Wealth Management
California
$68K +$68K +341 New
ASN
354
Advisory Services Network
Georgia
$58K
CWA
355
Clarus Wealth Advisors
Arizona
$57K +$199 +1 +0.4%
Schroder Investment Management Group
356
Schroder Investment Management Group
United Kingdom
$52.7K +$3.26K +16,299 +7%
MNBTD
357
Moody National Bank Trust Division
Texas
$48K +$48K +238 New
CAL
358
Capital Advisors Ltd
Ohio
$47K
RTC
359
Riverview Trust Company
Washington
$47K +$47K +233 New
QT
360
Quantamental Technologies
New York
$45K +$45K +223 New
HFM
361
Harvest Fund Management
China
$45K +$45K +226 New
SWM
362
SeaCrest Wealth Management
New York
$43K +$23.7K +119 +123%
SIAS
363
Shine Investment Advisory Services
Colorado
$41K
DWA
364
Dougherty Wealth Advisers
Minnesota
$41K +$41K +184 New
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40K
Fuller & Thaler Asset Management
366
Fuller & Thaler Asset Management
California
$40K
TCOV
367
Trust Company of Vermont
Vermont
$40K
GRP
368
Global Retirement Partners
California
$40K +$21.3K +106 +114%
AssetMark Inc
369
AssetMark Inc
California
$39K +$39K +194 New
PCG
370
Private Capital Group
Connecticut
$36K
PA
371
Parallel Advisors
California
$36K +$3.13K +16 +10%
FHA
372
First Horizon Advisors
Tennessee
$33K
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$32K +$15K +76 +88%
SGAM
374
Smith Group Asset Management
Texas
$30K
CFGS
375
Concourse Financial Group Securities
Alabama
$30K +$22.7K +115 +311%