689 hedge funds and large institutions have $16.4B invested in Factset in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 227 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+73
Holders Change %
+11.85%
% of All Funds
10.64%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
134
Increased
227
Reduced
202
Closed
54
Calls
$88.9M
Puts
$99.7M
Net Calls
-$10.8M
Net Calls Change
-$5.54M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
376
FORA Capital
Florida
$730K -$456K -938 -38%
ACA
377
Anchor Capital Advisors
Massachusetts
$729K
BAM
378
Blueshift Asset Management
New Jersey
$729K +$729K +1,499 New
WB
379
WesBanco Bank
West Virginia
$728K
SFP
380
Shepherd Financial Partners
Massachusetts
$728K +$971 +2 +0.1%
PA
381
Procyon Advisors
Connecticut
$717K +$214K +441 +43%
BL
382
Balentine LLC
Georgia
$717K +$447K +921 +166%
GFS
383
GYL Financial Synergies
Connecticut
$710K
HIM
384
Hillsdale Investment Management
Ontario, Canada
$710K +$710K +1,460 New
MWM
385
Mattern Wealth Management
Kansas
$706K -$8.75K -18 -1%
CAM
386
Cresset Asset Management
Illinois
$701K -$313K -645 -31%
SCM
387
Seascape Capital Management
New Hampshire
$700K -$8.74K -18 -1%
Wealthfront Advisers
388
Wealthfront Advisers
California
$700K +$120K +246 +21%
DBRC
389
D.B. Root & Company
Pennsylvania
$695K +$13.1K +27 +2%
STC
390
Sarah T. Connolly
$685K +$53.4K +110 +8%
OTPPB
391
Ontario Teachers' Pension Plan Board
Ontario, Canada
$685K +$133K +274 +24%
WG
392
Winton Group
United Kingdom
$681K +$681K +1,401 New
HFS
393
Haverford Financial Services
Pennsylvania
$661K -$372K -765 -36%
Nomura Holdings
394
Nomura Holdings
Japan
$657K +$657K +1,350 New
DIA
395
Dean Investment Associates
Ohio
$650K -$12.6K -26 -2%
QPW
396
Quantum Private Wealth
Florida
$638K +$638K +1,313 New
KWM
397
Kingsview Wealth Management
Oregon
$633K +$183K +377 +41%
SSA
398
Schonfeld Strategic Advisors
New York
$632K -$4.76M -9,800 -88%
VF
399
Virtu Financial
New York
$627K -$497K -1,023 -44%
SCA
400
Snowden Capital Advisors
New York
$622K -$619K -1,273 -50%