616 hedge funds and large institutions have $13.1B invested in Factset in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+25
Holders Change %
+4.23%
% of All Funds
10.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
72
Increased
199
Reduced
202
Closed
35
Calls
$36.9M
Puts
$42.1M
Net Calls
-$5.25M
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
426
Spire Wealth Management
Virginia
$327K
RT
427
Rockland Trust
Massachusetts
$326K +$4.34K +11 +1%
SG Americas Securities
428
SG Americas Securities
New York
$323K -$5.35M -13,520 -94%
AP
429
Advisor Partners
California
$319K -$1.58K -4 -0.5%
IP
430
Investment Partners
Ohio
$318K +$788 +2 +0.2%
SIA
431
SkyView Investment Advisors
New Jersey
$317K +$288K +731 +1,001%
MC
432
Middleton & Co
Massachusetts
$316K
GCP
433
GSA Capital Partners
United Kingdom
$315K +$26.8K +68 +9%
PAM
434
Palisade Asset Management
Minnesota
$312K +$312K +790 New
CIBC World Market
435
CIBC World Market
Ontario, Canada
$308K -$1.19K -3 -0.4%
HTC
436
Haverford Trust Company
Pennsylvania
$302K +$302K +766 New
SAM
437
Strategy Asset Managers
California
$298K +$395 +1 +0.1%
PCM
438
Parsons Capital Management
Rhode Island
$296K
MAP
439
Milestone Advisory Partners
North Carolina
$296K
KFP
440
KB Financial Partners
New Jersey
$294K +$30.8K +78 +12%
RP
441
Rowlandmiller & Partners
Georgia
$294K -$4.93K -15 -2%
DILIC
442
Dai-ichi Life Insurance Company
Japan
$293K
MAM
443
Meeder Asset Management
Ohio
$291K +$394 +1 +0.1%
ANTB
444
AMG National Trust Bank
Colorado
$285K +$9.49K +24 +3%
CI Investments Inc
445
CI Investments Inc
Ontario, Canada
$281K -$5.14K -13 -2%
PFWA
446
Paces Ferry Wealth Advisors
Georgia
$281K -$3.55K -9 -1%
SAM
447
Seelaus Asset Management
New Jersey
$272K
PFO
448
Pathstone Family Office
New Jersey
$269K +$33.1K +84 +14%
BIM
449
Baldwin Investment Management
Pennsylvania
$268K -$36.3K -92 -12%
MAM
450
Martingale Asset Management
Massachusetts
$265K +$265K +670 New