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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 %
N
351
Natixis
France
$435K -$11.3M -33,824 -96%
Caisse de Depot et Placement du Quebec (CDPQ)
352
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$435K -$33.5K -100 -7%
BCV
353
Banque Cantonale Vaudoise
Switzerland
$435K +$268K +800 +160%
KWM
354
Kingsview Wealth Management
Oregon
$433K -$54.5K -163 -11%
DWA
355
Douglass Winthrop Advisors
New York
$427K
PAS
356
Park Avenue Securities
New York
$413K -$38.2K -114 -8%
CP
357
Covenant Partners
Tennessee
$406K -$33.8K -101 -8%
KIA
358
KCM Investment Advisors
California
$406K
IRF
359
IBM Retirement Fund
New York
$404K +$113K +338 +39%
EGM
360
Engineers Gate Manager
New York
$402K -$168K -500 -29%
VF
361
Virtu Financial
New York
$398K -$867K -2,587 -69%
LNC
362
Lincoln National Corp
Pennsylvania
$393K +$334 +1 +0.1%
SFP
363
Shepherd Financial Partners
Massachusetts
$385K +$335 +1 +0.1%
CAM
364
Cresset Asset Management
Illinois
$385K +$9.04K +27 +2%
HS
365
Haafor (Singapore)
Singapore
$384K +$384K +1,146 New
HSA
366
HBK Sorce Advisory
Pennsylvania
$383K +$9.37K +28 +3%
KFA
367
Krane Funds Advisors
New York
$382K -$60.3K -180 -14%
V
368
Veritable
Delaware
$381K -$670 -2 -0.2%
AIM
369
Aigen Investment Management
New York
$379K -$377K -1,127 -50%
RJT
370
Raymond James Trust
Florida
$379K -$5.37K -16 -1%
FT
371
Fiduciary Trust
Massachusetts
$379K +$379K +1,133 New
HB
372
Horizon Bancorp
Indiana
$373K +$37.5K +112 +11%
EWA
373
EP Wealth Advisors
California
$371K +$371K +1,107 New
PAG
374
Private Advisor Group
New Jersey
$366K +$73.6K +220 +25%
DBIA
375
Dumont & Blake Investment Advisors
New Jersey
$362K