504 hedge funds and large institutions have $10.7B invested in Factset in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 133 increasing their positions, 183 reducing their positions, and 52 closing their positions.

Holders
504
Holders Change
+50
Holders Change %
+11.01%
% of All Funds
10.96%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
108
Increased
133
Reduced
183
Closed
52
Calls
$70.7M
Puts
$174M
Net Calls
-$103M
Net Calls Change
-$156M
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$97K 290
LWM
427
Liberty Wealth Management
California
$96K 335 -7 -2%
FHA
428
First Horizon Advisors
Tennessee
$90K 316 +147 +87%
CWA
429
Clarus Wealth Advisors
Arizona
$78K 272 -15 -5%
GRP
430
Global Retirement Partners
California
$70K 244 -15 -6%
CAL
431
Capital Advisors Ltd
Ohio
$68K 237
RIA
432
Realta Investment Advisors
Delaware
$68K 238 +45 +23%
RTC
433
Riverview Trust Company
Washington
$67K 233
QT
434
Quantamental Technologies
New York
$64K 223 +223 New
SIAS
435
Shine Investment Advisory Services
Colorado
$59K 206
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.3K 200
Fuller & Thaler Asset Management
437
Fuller & Thaler Asset Management
California
$57K 200
CAPTRUST Financial Advisors
438
CAPTRUST Financial Advisors
North Carolina
$56K 195 +18 +10%
DWA
439
Dougherty Wealth Advisers
Minnesota
$53K 184
PA
440
Parallel Advisors
California
$48K 168
AssetMark Inc
441
AssetMark Inc
California
$42K 147
CFGS
442
Concourse Financial Group Securities
Alabama
$41K 143 -9 -6%
BBHC
443
Brown Brothers Harriman & Co
New York
$41K 143
KCPG
444
Kavar Capital Partners Group
Kansas
$37K 128 +128 New
PCG
445
Private Capital Group
Connecticut
$36K 180
SSB
446
Sandy Spring Bank
Maryland
$36K 127
FRA
447
Front Row Advisors
California
$36K 126
SFG
448
SevenBridge Financial Group
Pennsylvania
$32K 111
PCP
449
Proficio Capital Partners
Massachusetts
$32K 112 +6 +6%
TCOV
450
Trust Company of Vermont
Vermont
$29K 100