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Factset

587 hedge funds and large institutions have $11.6B invested in Factset in 2020 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 186 increasing their positions, 204 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+28
Holders Change %
+5.01%
% of All Funds
10.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
87
Increased
186
Reduced
204
Closed
53
Calls
$16.8M
Puts
$13.9M
Net Calls
+$2.83M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
351
Anchor Capital Advisors
Massachusetts
$499K
FWIA
352
Fort Washington Investment Advisors
Ohio
$499K
MAM
353
Montanaro Asset Management
United Kingdom
$499K +$499K +1,500 New
CA
354
Capitolis Advisors
New York
$497K +$497K +1,495 New
SFP
355
Shepherd Financial Partners
Massachusetts
$495K +$114K +342 +30%
MFA
356
Mayflower Financial Advisors
Massachusetts
$491K +$491K +1,477 New
WAM
357
World Asset Management
Michigan
$488K -$12.6K -38 -3%
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$483K
PAM
359
Paradigm Asset Management
New York
$482K -$299K -900 -38%
CI
360
Cigna Investments
Connecticut
$461K +$24.9K +75 +6%
FF
361
FourThought Financial
Florida
$461K +$461K +1,387 New
IRF
362
IBM Retirement Fund
New York
$457K +$56.2K +169 +14%
RGC
363
Roberts, Glore & Co
Illinois
$456K -$5.98K -18 -1%
Cetera Investment Advisers
364
Cetera Investment Advisers
Illinois
$456K +$109K +326 +31%
Assenagon Asset Management
365
Assenagon Asset Management
Luxembourg
$452K +$452K +1,359 New
PRC
366
Pearl River Capital
Michigan
$452K +$452K +1,360 New
STC
367
Sarah T. Connolly
$452K +$452K +1,360 New
CG
368
Colony Group
Massachusetts
$445K -$332 -1 -0.1%
HWMG
369
Hurlow Wealth Management Group
Indiana
$434K -$9.64K -29 -2%
BCV
370
Banque Cantonale Vaudoise
Switzerland
$433K
SLWA
371
San Luis Wealth Advisors
California
$433K +$433K +1,301 New
BG
372
Bellevue Group
Switzerland
$432K -$133K -400 -24%
JIR
373
James Investment Research
Ohio
$428K -$93.7K -282 -18%
LNC
374
Lincoln National Corp
Pennsylvania
$427K +$36.6K +110 +9%
DWA
375
Douglass Winthrop Advisors
New York
$424K