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Factset

498 hedge funds and large institutions have $9.38B invested in Factset in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 208 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-21
Holders Change %
-4.05%
% of All Funds
11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
50
Increased
142
Reduced
208
Closed
66
Calls
$20.8M
Puts
$19.7M
Net Calls
+$1.07M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Shares
Change %
S
401
SignatureFD
Georgia
$110K +$8.34K +32 +8%
LS
402
Livforsakringsbolaget Skandia
Sweden
$104K
SMFS
403
Squar Milner Financial Services
California
$104K +$12.3K +47 +13%
PP
404
PrairieView Partners
Minnesota
$104K +$104K +400 New
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$97K
EIP
406
Ellis Investment Partners
Pennsylvania
$95K
BBHC
407
Brown Brothers Harriman & Co
New York
$90K -$152K -582 -63%
HIA
408
Harbor Investment Advisory
Maryland
$89K +$2.62K +10 +3%
CCM
409
Covington Capital Management
California
$77K -$66.1K -255 -46%
FHA
410
First Horizon Advisors
Tennessee
$75K -$6.44K -25 -8%
LWM
411
Liberty Wealth Management
California
$69K -$1.04K -4 -1%
CAL
412
Capital Advisors Ltd
Ohio
$62K
RTC
413
Riverview Trust Company
Washington
$61K
GRP
414
Global Retirement Partners
California
$60K -$3.1K -12 -5%
O
415
Ossiam
France
$56K -$94.1K -358 -63%
SIAS
416
Shine Investment Advisory Services
Colorado
$54K
FDCDDQ
417
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.1K
Fuller & Thaler Asset Management
418
Fuller & Thaler Asset Management
California
$52K
Fidelity International
419
Fidelity International
Bermuda
$50K
DWA
420
Dougherty Wealth Advisers
Minnesota
$48K
PA
421
Parallel Advisors
California
$45K +$4.4K +17 +11%
PCG
422
Private Capital Group
Connecticut
$44K -$3.14K -12 -7%
AIC
423
Archer Investment Corporation
Indiana
$39K +$6.76K +26 +21%
KFI
424
Key Financial Inc
Pennsylvania
$38K +$38K +140 New
FRA
425
Front Row Advisors
California
$35K