FDS icon

Factset

451 hedge funds and large institutions have $6.96B invested in Factset in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+15
Holders Change %
+3.44%
% of All Funds
10.06%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
74
Increased
140
Reduced
142
Closed
57
Calls
$68.2M
Puts
$69.1M
Net Calls
-$829K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
426
Next Financial Group
Texas
$4K +$889 +4 +29%
PMFA
427
Plante Moran Financial Advisors
Michigan
$4K +$4K +21 New
CFD
428
Creative Financial Designs
Indiana
$3K -$3.94K -21 -57%
JA
429
JOYN Advisors
Georgia
$3K -$1.13K -6 -27%
GWM
430
Geneos Wealth Management
Colorado
$3K
WAM
431
Wealthspire Advisors (Maryland)
Maryland
$3K
HAM
432
Highstreet Asset Management
Ontario, Canada
$3K
SQA
433
Simon Quick Advisors
New Jersey
$3K
LFA
434
Legacy Financial Advisors
Kentucky
$3K
FGC
435
Financial Gravity Companies
Texas
$3K +$3K +12 New
JCM
436
Julex Capital Management
Massachusetts
$3K +$3K +19 New
VRM
437
Vectors Research Management
New York
$2K
CAW
438
Cornerstone Advisors (Washington)
Washington
$2K
TC
439
Trust Company
Kansas
$2K
BFC
440
Bedel Financial Consulting
Indiana
$2K
HIM
441
Hillsdale Investment Management
Ontario, Canada
$2K +$364 +2 +22%
WANY
442
Wealthspire Advisors (New York)
New York
$2K +$2K +9 New
QI
443
QS Investors
New York
$1K
CFA
444
Carroll Financial Associates
North Carolina
$1K
BWM
445
BerganKDV Wealth Management
Minnesota
$1K
PWMG
446
Prestige Wealth Management Group
New Jersey
$1K +$1K +4 New
AW
447
Alpha Windward
Massachusetts
$1K +$1K +7 New
AAMU
448
Amundi Asset Management US
Massachusetts
$613
NA
449
NewEdge Advisors
Louisiana
$363 +$20 +100 +6%
GT
450
Glenmede Trust
Pennsylvania
$140