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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 %
CFGS
451
Concourse Financial Group Securities
Alabama
$10K -$16.5K -66 -62%
OPS
452
Orion Portfolio Solutions
Nebraska
$10K -$2.9K -11 -22%
SL
453
Savior LLC
Massachusetts
$10K
JWA
454
JFS Wealth Advisors
Pennsylvania
$10K
CAW
455
Cornerstone Advisors (Washington)
Washington
$9K +$4.11K +16 +84%
APA
456
American Portfolios Advisors
New York
$8.08K -$4.17K -16 -34%
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$8K -$6.4K -24 -44%
CMBA
458
C.M. Bidwell & Associates
Hawaii
$8K
VNA
459
Valley National Advisers
Pennsylvania
$8K
DSC
460
Duncker Streett & Co
Missouri
$8K
ST
461
Smithfield Trust
Pennsylvania
$7K -$117K -452 -94%
CHC
462
City Holding Co
West Virginia
$7K
CFN
463
Cordasco Financial Network
Florida
$7K
BWM
464
BerganKDV Wealth Management
Minnesota
$7K
CTC
465
Central Trust Company
Missouri
$7K
LSA
466
Lion Street Advisors
Texas
$7K +$7K +26 New
GWM
467
Geneos Wealth Management
Colorado
$6K
CCM
468
Cox Capital Management
Massachusetts
$6K +$6K +21 New
CFO
469
CVA Family Office
Colorado
$6K +$6K +23 New
ETC
470
Exchange Traded Concepts
Oklahoma
$5K -$250 -1 -5%
SFSIG
471
San Francisco Sentry Investment Group
California
$5K
FMTCOCP
472
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
AA
473
AlphaMark Advisors
Kentucky
$5K
MAM
474
Meeder Asset Management
Ohio
$5K +$2.9K +11 +138%
MCM
475
MV Capital Management
Maryland
$4K -$12.3K -43 -75%