616 hedge funds and large institutions have $13.1B invested in Factset in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+25
Holders Change %
+4.23%
% of All Funds
10.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
72
Increased
199
Reduced
202
Closed
35
Calls
$36.9M
Puts
$42.1M
Net Calls
-$5.25M
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
376
Lincoln National Corp
Pennsylvania
$498K -$19.7K -50 -4%
IEFM
377
IQ EQ Fund Management
Ireland
$496K
HPC
378
HM Payson & Co
Maine
$492K
PAG
379
Private Advisor Group
New Jersey
$488K +$2.76K +7 +0.6%
CG
380
Colony Group
Massachusetts
$481K -$15.8K -40 -3%
GCA
381
Greenwood Capital Associates
South Carolina
$481K -$15K -38 -3%
Creative Planning
382
Creative Planning
Kansas
$481K +$56.8K +144 +13%
KIA
383
KCM Investment Advisors
California
$479K
VI
384
Vestcor Inc
New Brunswick, Canada
$475K -$30.4K -77 -6%
OAM
385
Optimal Asset Management
California
$475K
V
386
Veritable
Delaware
$475K +$1.58K +4 +0.3%
Wealthfront Advisers
387
Wealthfront Advisers
California
$471K +$189K +478 +67%
CI
388
Cigna Investments
Connecticut
$469K
Qube Research & Technologies (QRT)
389
Qube Research & Technologies (QRT)
United Kingdom
$456K -$9.39M -23,785 -95%
CWP
390
Curated Wealth Partners
California
$456K
OTPPB
391
Ontario Teachers' Pension Plan Board
Ontario, Canada
$448K
SSW
392
Smith Shellnut Wilson
Mississippi
$437K +$4.73K +12 +1%
BAMF
393
BI Asset Management Fondsmaeglerselskab
Denmark
$429K
DADC
394
D.A. Davidson & Co
Montana
$427K -$6.33K -16 -1%
DBIA
395
Dumont & Blake Investment Advisors
New Jersey
$426K
IRF
396
IBM Retirement Fund
New York
$424K +$3.56K +9 +0.8%
AIM
397
Alhambra Investment Management
Florida
$422K
CAN
398
Cetera Advisor Networks
California
$420K +$50.2K +127 +14%
EWA
399
EP Wealth Advisors
California
$419K -$1.18K -3 -0.3%
CP
400
Covenant Partners
Tennessee
$416K