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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 %
SIM
376
Sonora Investment Management
Arizona
$9.64K
FANJ
377
Financial Architects (New Jersey)
New Jersey
$7K
WCBA
378
Weaver C. Barksdale & Associates
Tennessee
$6K -$1.09K -6 -15%
IP
379
Intellectus Partners
California
$6K
CMBA
380
C.M. Bidwell & Associates
Hawaii
$6K
TL
381
TrueWealth LLC
Georgia
$6K +$6K +29 New
CHC
382
City Holding Co
West Virginia
$5K -$3K -15 -38%
CTC
383
Central Trust Company
Missouri
$5K
TWMP
384
Taylor Wealth Management Partners
Massachusetts
$5K
CB
385
Community Bank
New York
$5K +$5K +26 New
ST
386
Smithfield Trust
Pennsylvania
$5K +$5K +27 New
AA
387
AlphaMark Advisors
Kentucky
$4K
WA
388
Winfield Associates
Ohio
$4K
EA
389
Edge Advisors
Georgia
$4K +$4K +21 New
QCG
390
Quadrant Capital Group
Ohio
$3K
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$3K
WAM
392
Wealthspire Advisors (Maryland)
Maryland
$3K +$938 +5 +45%
SQA
393
Simon Quick Advisors
New Jersey
$3K +$3K +17 New
TG
394
TLP Group
Illinois
$3K +$3K +17 New
HIM
395
Hillsdale Investment Management
Ontario, Canada
$2K -$400 -2 -17%
CFD
396
Creative Financial Designs
Indiana
$2K
FMP
397
Financial Management Professionals
Texas
$2K
MA
398
MCF Advisors
Kentucky
$2K
SBL
399
Sargent Bickham Lagudis
Colorado
$2K
TC
400
Trust Company
Kansas
$2K