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Factset

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
Name Holding Trade Value Shares
Change
Shares
Change %
SSW
351
Smith Shellnut Wilson
Mississippi
$412K -$10.8K -33 -3%
S
352
Seeyond
France
$409K -$516K -1,570 -56%
Allianz Asset Management
353
Allianz Asset Management
Germany
$401K -$73K -222 -15%
IFWM
354
Institute for Wealth Management
Colorado
$401K +$401K +1,220 New
KIA
355
KCM Investment Advisors
California
$398K -$10.5K -32 -3%
LNC
356
Lincoln National Corp
Pennsylvania
$386K +$2.63K +8 +0.7%
SFP
357
Shepherd Financial Partners
Massachusetts
$377K +$328 +1 +0.1%
RJT
358
Raymond James Trust
Florida
$376K -$10.8K -33 -3%
VAS
359
Vestmark Advisory Solutions
Massachusetts
$376K -$2.63K -8 -0.7%
V
360
Veritable
Delaware
$374K -$46.9K -143 -11%
CAM
361
Cresset Asset Management
Illinois
$369K -$10.8K -33 -3%
HSA
362
HBK Sorce Advisory
Pennsylvania
$367K -$13.5K -41 -4%
EWA
363
EP Wealth Advisors
California
$364K -$289K -1,110 Closed
DBIA
364
Dumont & Blake Investment Advisors
New Jersey
$355K
FC
365
Fayerweather Charles
$353K -$32.8K -100 -9%
AIM
366
Alhambra Investment Management
Florida
$351K
BFEC
367
Benjamin F. Edwards & Company
Missouri
$346K -$329 -1 -0.1%
MCM
368
MAI Capital Management
Ohio
$342K -$1.64K -5 -0.5%
RIM
369
Redpoint Investment Management
Australia
$336K
Susquehanna International Group
370
Susquehanna International Group
Pennsylvania
$333K -$97.3K -296 -23%
BHIA
371
Birch Hill Investment Advisors
Massachusetts
$332K
QCM
372
Quantinno Capital Management
New York
$330K -$464K -1,415 -58%
CCM
373
Carderock Capital Management
Maryland
$330K
HB
374
Horizon Bancorp
Indiana
$329K -$130K -395 -28%
MMA
375
Miracle Mile Advisors
California
$328K