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Factset

559 hedge funds and large institutions have $11.6B invested in Factset in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 173 increasing their positions, 201 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+24
Holders Change %
+4.49%
% of All Funds
11.31%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
67
Increased
173
Reduced
201
Closed
39
Calls
$21.2M
Puts
$20.8M
Net Calls
+$371K
Net Calls Change
+$2.34M
Name Holding Trade Value Shares
Change
Shares
Change %
LJHT
426
Laurie J. Hall Trustee
$223K +$223K +666 New
FAIM
427
Financial Advocates Investment Management
Washington
$220K +$220K +657 New
GT
428
Greenleaf Trust
Michigan
$217K -$2.34K -7 -1%
CAPTRUST Financial Advisors
429
CAPTRUST Financial Advisors
North Carolina
$216K -$2.95K -9 -1%
BAM
430
Bruderman Asset Management
New York
$216K +$6.37K +19 +3%
NB
431
Northwest Bancshares
Pennsylvania
$215K -$30.8K -92 -13%
VI
432
Vestcor Inc
New Brunswick, Canada
$215K
TBA
433
Tower Bridge Advisors
Pennsylvania
$214K
SAM
434
Strategy Asset Managers
California
$213K +$6.35K +19 +3%
Chevy Chase Trust
435
Chevy Chase Trust
Maryland
$211K
CIAS
436
Capital Investment Advisory Services
North Carolina
$211K +$211K +631 New
ABC
437
Associated Banc-Corp
Wisconsin
$210K
CI Investments Inc
438
CI Investments Inc
Ontario, Canada
$209K +$89.3K +267 +75%
HIS
439
Harvest Investment Services
Illinois
$209K +$209K +626 New
SFA
440
Sequoia Financial Advisors
Ohio
$207K
MFS
441
Mirabella Financial Services
United Kingdom
$206K +$206K +614 New
CCA
442
Checchi Capital Advisers
California
$205K -$11.4K -34 -5%
TA
443
Tiedemann Advisors
New York
$202K -$54K -161 -21%
HTHT
444
Hemenway Trust Hemenway Trust
New Hampshire
$201K -$50.3K -150 -20%
ER
445
Enlightenment Research
Florida
$201K +$201K +600 New
RMDI
446
R.M. Davis Inc
Maine
$201K +$201K +600 New
ISL
447
Ingalls & Snyder LLC
New York
$201K +$201K +600 New
DAM
448
Delta Asset Management
Tennessee
$184K
NIM
449
NuWave Investment Management
New Jersey
$180K +$180K +540 New
BBHC
450
Brown Brothers Harriman & Co
New York
$176K -$2K -6 -1%