FDS icon

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 %
CCA
426
Column Capital Advisors
Indiana
$34K -$8.57K -33 -20%
SSB
427
Sandy Spring Bank
Maryland
$34K +$1.29K +5 +4%
SFS
428
Sowell Financial Services
Arkansas
$31K -$16.3K -62 -34%
CIA
429
CSat Investment Advisory
Michigan
$28K +$5.19K +20 +23%
LWA
430
Lenox Wealth Advisors
New York
$27K
Marshall Wace
431
Marshall Wace
United Kingdom
$27K +$27K +102 New
ARMC
432
American Research & Management Company
Massachusetts
$26K
GAM
433
Gemmer Asset Management
California
$25K
SF
434
Synovus Financial
Georgia
$23K +$23K +88 New
SSWG
435
Seven Springs Wealth Group
Tennessee
$21K +$21K +81 New
RE
436
RBC Europe
United Kingdom
$20.1K
HFM
437
Hartford Financial Management
Connecticut
$20K
CFA
438
Carroll Financial Associates
North Carolina
$20K
AIM
439
AIA Investment Management
Singapore
$20K
AS
440
Altshuler Shaham
Israel
$18K -$69.9K -272 -80%
GWS
441
Glassman Wealth Services
Virginia
$17K -$1.03K -4 -6%
VFA
442
Valeo Financial Advisors
Indiana
$17K +$2.74K +10 +19%
OAJ
443
Ogorek Anthony Joseph
New York
$16K
AF
444
Arrow Financial
New York
$16K
PCM
445
Penserra Capital Management
California
$16K +$4.41K +16 +38%
QCG
446
Quadrant Capital Group
Ohio
$16K +$10.3K +41 +178%
NFG
447
Next Financial Group
Texas
$15K +$1.05K +4 +8%
HNB
448
Huntington National Bank
Ohio
$14K -$2.8K -11 -17%
MA
449
MCF Advisors
Kentucky
$13K
JSC
450
Jackson Square Capital
California
$10K -$27.3K -101 -73%