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Factset

436 hedge funds and large institutions have $7.89B invested in Factset in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 151 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+16
Holders Change %
+3.81%
% of All Funds
9.98%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
52
Increased
127
Reduced
151
Closed
35
Calls
$36.6M
Puts
$49.1M
Net Calls
-$12.5M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ACS
401
Archford Capital Strategies
Illinois
$6K -$960 -4 -14%
CMBA
402
C.M. Bidwell & Associates
Hawaii
$6K
TWMP
403
Taylor Wealth Management Partners
Massachusetts
$6K
CB
404
Community Bank
New York
$6K
SMFS
405
Squar Milner Financial Services
California
$6K
CTC
406
Central Trust Company
Missouri
$6K
CHC
407
City Holding Co
West Virginia
$6K
ST
408
Smithfield Trust
Pennsylvania
$6K
DWM
409
Destination Wealth Management
California
$6K +$6K +27 New
RWA
410
River Wealth Advisors
Pennsylvania
$5K
JA
411
JOYN Advisors
Georgia
$5K +$2.73K +12 +120%
SQA
412
Simon Quick Advisors
New Jersey
$4K
QCG
413
Quadrant Capital Group
Ohio
$4K
SFM
414
Signet Financial Management
New Jersey
$4K
AA
415
AlphaMark Advisors
Kentucky
$4K
GWM
416
Geneos Wealth Management
Colorado
$4K
MWM
417
MinichMacGregor Wealth Management
New York
$4K +$2.2K +11 +122%
WCAMG
418
Woodard & Company Asset Management Group
North Carolina
$4K +$4K +16 New
HAM
419
Highstreet Asset Management
Ontario, Canada
$4K +$4K +17 New
FMP
420
Financial Management Professionals
Texas
$3K
WAM
421
Wealthspire Advisors (Maryland)
Maryland
$3K
FGAM
422
Financial Gravity Asset Management
Texas
$3K +$462 +2 +18%
CAW
423
Cornerstone Advisors (Washington)
Washington
$3K +$1K +4 +50%
NFG
424
Next Financial Group
Texas
$3K +$3K +14 New
TC
425
Trust Company
Kansas
$2K