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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 %
CAM
451
Capco Asset Management
Florida
$176K
FMII
452
Farmers & Merchants Investments Inc
Nebraska
$146K
QT
453
Quantbot Technologies
New York
$137K -$485K -1,456 -78%
LS
454
Livforsakringsbolaget Skandia
Sweden
$134K
PP
455
PrairieView Partners
Minnesota
$134K
EIP
456
Ellis Investment Partners
Pennsylvania
$125K
EDRH
457
Edmond de Rothschild Holding
Switzerland
$120K +$120K +357 New
CMBA
458
C.M. Bidwell & Associates
Hawaii
$117K +$107K +320 +1,103%
HIA
459
Harbor Investment Advisory
Maryland
$114K
PA
460
Parallel Advisors
California
$109K -$527K -1,571 -83%
CSPIA
461
Cary Street Partners Investment Advisory
Virginia
$105K +$105K +315 New
CCM
462
Covington Capital Management
California
$99K
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$97K
FHA
464
First Horizon Advisors
Tennessee
$97K
S
465
SignatureFD
Georgia
$96K +$7.05K +21 +8%
SFS
466
Sowell Financial Services
Arkansas
$91K -$36.6K -109 -29%
CAL
467
Capital Advisors Ltd
Ohio
$79K
RTC
468
Riverview Trust Company
Washington
$78K
Acadian Asset Management
469
Acadian Asset Management
Massachusetts
$77K +$75K +225 +3,750%
CH
470
Canton Hathaway
Rhode Island
$73K +$73K +219 New
GRP
471
Global Retirement Partners
California
$71K -$2.33K -7 -3%
LWM
472
Liberty Wealth Management
California
$64K -$25.3K -75 -28%
DWA
473
Dougherty Wealth Advisers
Minnesota
$62K
FC
474
FORA Capital
Florida
$61K -$1M -2,985 -94%
AS
475
Altshuler Shaham
Israel
$60K +$13.5K +40 +29%