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Factset

587 hedge funds and large institutions have $11.6B invested in Factset in 2020 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 186 increasing their positions, 204 reducing their positions, and 53 closing their positions.

Holders
587
Holders Change
+28
Holders Change %
+5.01%
% of All Funds
10.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
87
Increased
186
Reduced
204
Closed
53
Calls
$16.8M
Puts
$13.9M
Net Calls
+$2.83M
Net Calls Change
+$2.46M
Name Market Value Shares Shares
Change
Shares
Change %
VAS
426
Vestmark Advisory Solutions
Massachusetts
$280K 842 -3 -0.4%
AP
427
Advisor Partners
California
$276K 830 -48 -5%
PA
428
Procyon Advisors
Connecticut
$275K 827 +39 +5%
YIH
429
Y-Intercept (HK)
Hong Kong
$271K 824 +824 New
AAP
430
Arax Advisory Partners
Colorado
$269K 809 -7 -0.9%
MC
431
Middleton & Co
Massachusetts
$266K 800
IP
432
Investment Partners
Ohio
$266K 801 +1 +0.1%
TPWA
433
TRUE Private Wealth Advisors
Oregon
$262K 788 +4 +0.5%
Mackenzie Financial
434
Mackenzie Financial
Ontario, Canada
$262K 787 +41 +5%
BAM
435
Bruderman Asset Management
New York
$262K 788 +144 +22%
AA
436
ALPS Advisors
Colorado
$261K 786 -16 -2%
FAM
437
Fulcrum Asset Management
United Kingdom
EDRH
438
Edmond de Rothschild Holding
Switzerland
$252K 758 +401 +112%
MF
439
Magnetar Financial
Illinois
$250K 752 -5 -0.7%
PCM
440
Parsons Capital Management
Rhode Island
$249K 750
MAP
441
Milestone Advisory Partners
North Carolina
$249K 750
DILIC
442
Dai-ichi Life Insurance Company
Japan
$247K 743 +743 New
Vontobel Holding
443
Vontobel Holding
Switzerland
$243K 755 +755 New
PFWA
444
Paces Ferry Wealth Advisors
Georgia
$242K 727 -70 -9%
SCM
445
Seascape Capital Management
New Hampshire
$241K 726 +726 New
PWS
446
Precision Wealth Strategies
Missouri
$238K 716 +716 New
NNP
447
Nachman Norwood & Parrott
South Carolina
$236K 710
CI Investments Inc
448
CI Investments Inc
Ontario, Canada
$236K 710 +85 +14%
CIAS
449
Capital Investment Advisory Services
North Carolina
$227K 682 +51 +8%
CAPTRUST Financial Advisors
450
CAPTRUST Financial Advisors
North Carolina
$226K 681 +22 +3%