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 %
SCA
401
Stokes Capital Advisors
South Carolina
$622K
DWA
402
Douglass Winthrop Advisors
New York
$619K
LNC
403
Lincoln National Corp
Pennsylvania
$614K +$486 +1 +0.1%
RGC
404
Roberts, Glore & Co
Illinois
$611K -$7.29K -15 -1%
HPC
405
HM Payson & Co
Maine
$606K
Creative Planning
406
Creative Planning
Kansas
$603K +$11.2K +23 +2%
SG Americas Securities
407
SG Americas Securities
New York
$600K +$203K +417 +51%
CG
408
Colony Group
Massachusetts
$591K -$486 -1 -0.1%
MFA
409
Mayflower Financial Advisors
Massachusetts
$590K
VIA
410
Vident Investment Advisory
Georgia
$588K +$588K +1,209 New
KIA
411
KCM Investment Advisors
California
$575K -$14.6K -30 -2%
NB
412
Norinchukin Bank
Japan
$568K +$568K +1,168 New
V
413
Veritable
Delaware
$564K -$21.4K -44 -4%
CWP
414
Curated Wealth Partners
California
$562K
SSW
415
Smith Shellnut Wilson
Mississippi
$548K +$9.24K +19 +2%
DBIA
416
Dumont & Blake Investment Advisors
New Jersey
$548K +$23.3K +48 +4%
WFA
417
Websterrogers Financial Advisors
South Carolina
$543K +$543K +1,118 New
BAMF
418
BI Asset Management Fondsmaeglerselskab
Denmark
$528K
DADC
419
D.A. Davidson & Co
Montana
$524K
Squarepoint
420
Squarepoint
New York
$521K +$521K +1,072 New
AIM
421
Alhambra Investment Management
Florida
$520K
PWS
422
Precision Wealth Strategies
Missouri
$519K +$51.5K +106 +11%
EWA
423
EP Wealth Advisors
California
$517K +$972 +2 +0.2%
CP
424
Covenant Partners
Tennessee
$512K
VI
425
Vestcor Inc
New Brunswick, Canada
$507K -$77.2K -159 -13%