836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
401
Farringdon Capital
United Kingdom
$855K +$855K +1,781 New
CC
402
Chicago Capital
Illinois
$851K
CP
403
Cumberland Partners
Ontario, Canada
$840K +$840K +1,750 New
RSWM
404
Robertson Stephens Wealth Management
California
$831K -$5.76K -12 -0.7%
VF
405
Virtu Financial
New York
$828K +$828K +1,725 New
GWP
406
Gen-Wealth Partners
Michigan
$818K +$161K +335 +24%
OAC
407
OMERS Administration Corp
Ontario, Canada
$810K +$80.2K +167 +11%
CPWA
408
Cerro Pacific Wealth Advisors
California
$809K +$11.5K +25 +1%
DC
409
Davenport & Co
Virginia
$808K +$38.4K +80 +5%
NB
410
Norinchukin Bank
Japan
$802K +$58.6K +122 +8%
NG
411
Novem Group
New York
$801K +$801K +1,668 New
VIM
412
Vinva Investment Management
Australia
$800K +$349K +724 +78%
SIA
413
SkyView Investment Advisors
New Jersey
$798K -$53.8K -112 -6%
Jones Financial Companies
414
Jones Financial Companies
Missouri
$786K +$131K +272 +20%
MYIA
415
Mount Yale Investment Advisors
Colorado
$755K +$10.6K +22 +1%
GI
416
GAMCO Investors
Connecticut
$752K -$43.2K -90 -5%
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$728K +$7.34K +16 +1%
ACA
418
Anchor Capital Advisors
Massachusetts
$720K
CBUSF
419
Construction & Building Unions Superannuation Fund
Australia
$720K +$720K +1,500 New
IG
420
ING Group
Netherlands
$708K +$268K +558 +61%
CPBTD
421
Central Pacific Bank - Trust Division
Hawaii
$703K -$37K -77 -5%
PAG
422
Private Advisor Group
New Jersey
$699K -$123K -256 -15%
TYCC
423
Texas Yale Capital Corp
Florida
$699K
SCA
424
Snowden Capital Advisors
New York
$698K -$480 -1 -0.1%
Fifth Third Bancorp
425
Fifth Third Bancorp
Ohio
$695K -$80.7K -168 -10%