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Factset

535 hedge funds and large institutions have $11.7B invested in Factset in 2020 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 175 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+37
Holders Change %
+7.43%
% of All Funds
11%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
81
Increased
175
Reduced
179
Closed
43
Calls
$23.6M
Puts
$25.6M
Net Calls
-$1.97M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
RTC
451
Riverview Trust Company
Washington
$77K
GRP
452
Global Retirement Partners
California
$72K -$3.93K -12 -5%
Fuller & Thaler Asset Management
453
Fuller & Thaler Asset Management
California
$66K
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.7K
Fidelity International
455
Fidelity International
Bermuda
$63K
DWA
456
Dougherty Wealth Advisers
Minnesota
$60K
PI
457
PineBridge Investments
New York
$59K -$134K -412 -69%
SIAS
458
Shine Investment Advisory Services
Colorado
$54K -$13.4K -41 -20%
AIC
459
Archer Investment Corporation
Indiana
$49.3K
PCG
460
Private Capital Group
Connecticut
$49K -$6.62K -20 -12%
OPS
461
Orion Portfolio Solutions
Nebraska
$46K +$33.5K +102 +268%
WAM
462
Wolverine Asset Management
Illinois
$46K +$46K +143 New
AS
463
Altshuler Shaham
Israel
$45K +$22.2K +68 +97%
CCA
464
Column Capital Advisors
Indiana
$43K
SSB
465
Sandy Spring Bank
Maryland
$41K -$2.65K -8 -6%
AC
466
Asio Capital
Kentucky
$41K +$41K +124 New
MAM
467
Meeder Asset Management
Ohio
$37K +$30.8K +94 +495%
FRA
468
Front Row Advisors
California
$36K -$5.24K -16 -13%
CIA
469
CSat Investment Advisory
Michigan
$36K +$973 +3 +3%
LWA
470
Lenox Wealth Advisors
New York
$34K
ARMC
471
American Research & Management Company
Massachusetts
$33K
GAM
472
Gemmer Asset Management
California
$31K
VFA
473
Valeo Financial Advisors
Indiana
$31K +$10.3K +31 +50%
QCG
474
Quadrant Capital Group
Ohio
$27K +$6.18K +19 +30%
AIL
475
AGF Investments LLC
Ontario, Canada
$26K +$26K +78 New