591 hedge funds and large institutions have $11.1B invested in Factset in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 192 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
+19
Holders Change %
+3.32%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
65
Increased
205
Reduced
192
Closed
42
Calls
$27.3M
Puts
$30.1M
Net Calls
-$2.77M
Net Calls Change
-$6.25M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
376
Private Advisor Group
New Jersey
$413K +$10.1K +30 +3%
DIA
377
Dean Investment Associates
Ohio
$413K +$413K +1,230 New
MFA
378
Mayflower Financial Advisors
Massachusetts
$407K -$94.4K -281 -19%
KIA
379
KCM Investment Advisors
California
$407K
SCM
380
Seascape Capital Management
New Hampshire
$406K +$27.2K +81 +7%
OAM
381
Optimal Asset Management
California
$403K
V
382
Veritable
Delaware
$403K +$2.02K +6 +0.5%
CI
383
Cigna Investments
Connecticut
$398K -$95.1K -284 -19%
Acadian Asset Management
384
Acadian Asset Management
Massachusetts
$389K +$389K +1,160 New
CWP
385
Curated Wealth Partners
California
$388K +$12.8K +38 +3%
PCM
386
Prelude Capital Management
New York
$388K +$79.3K +236 +26%
PAM
387
Paradigm Asset Management
New York
$386K -$67.1K -200 -15%
OTPPB
388
Ontario Teachers' Pension Plan Board
Ontario, Canada
$381K +$381K +1,135 New
HSA
389
HBK Sorce Advisory
Pennsylvania
$370K -$2.02K -6 -0.5%
SSW
390
Smith Shellnut Wilson
Mississippi
$368K
DADC
391
D.A. Davidson & Co
Montana
$368K
BAMF
392
BI Asset Management Fondsmaeglerselskab
Denmark
$365K
TC
393
TwinBeech Capital
New York
$363K -$127K -379 -26%
DBIA
394
Dumont & Blake Investment Advisors
New Jersey
$362K
Creative Planning
395
Creative Planning
Kansas
$361K -$271K -808 -43%
OPPTF
396
OPSEU Pension Plan Trust Fund
Ontario, Canada
$359K -$207K -611 -37%
AIM
397
Alhambra Investment Management
Florida
$359K
AA
398
ALPS Advisors
Colorado
$358K
IRF
399
IBM Retirement Fund
New York
$357K -$63.4K -189 -15%
EWA
400
EP Wealth Advisors
California
$357K +$1.68K +5 +0.5%