689 hedge funds and large institutions have $16.4B invested in Factset in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 227 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+73
Holders Change %
+11.85%
% of All Funds
10.64%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
134
Increased
227
Reduced
202
Closed
54
Calls
$88.9M
Puts
$99.7M
Net Calls
-$10.8M
Net Calls Change
-$5.54M
Name Holding Trade Value Shares
Change
Shares
Change %
RT
451
Rockland Trust
Massachusetts
$417K +$15.1K +31 +4%
SS
452
Simplicity Solutions
Minnesota
$416K +$416K +854 New
PAM
453
Paradigm Asset Management
New York
$413K -$97.2K -200 -19%
SIA
454
SkyView Investment Advisors
New Jersey
$412K +$403K +34,675 +4,313%
MC
455
Middleton & Co
Massachusetts
$411K +$21.9K +45 +6%
GDP
456
Great Diamond Partners
Maine
$405K
TSS
457
Two Sigma Securities
New York
$405K +$405K +834 New
SWM
458
Spire Wealth Management
Virginia
$402K
HWMG
459
Hurlow Wealth Management Group
Indiana
$395K
AAS
460
Avantax Advisory Services
Texas
$390K +$121K +249 +45%
ECM
461
Everence Capital Management
Indiana
$389K +$389K +800 New
PAM
462
Palisade Asset Management
Minnesota
$384K
KFP
463
KB Financial Partners
New Jersey
$384K +$21.4K +44 +6%
KWM
464
Kolinsky Wealth Management
New Jersey
$378K +$378K +777 New
KFA
465
Krane Funds Advisors
New York
$374K +$374K +770 New
IP
466
Investment Partners
Ohio
$365K -$27.2K -56 -7%
MAP
467
Milestone Advisory Partners
North Carolina
$365K
PCM
468
Parsons Capital Management
Rhode Island
$365K
AC
469
Apella Capital
Connecticut
$365K +$365K +750 New
JWCA
470
J.W. Coons Advisors
Ohio
$364K +$52.9K +109 +17%
HTC
471
Haverford Trust Company
Pennsylvania
$355K -$17K -35 -5%
ANTB
472
AMG National Trust Bank
Colorado
$350K
Fifth Third Bancorp
473
Fifth Third Bancorp
Ohio
$345K +$62.8K +129 +22%
Vontobel Holding
474
Vontobel Holding
Switzerland
$341K +$61.1K +126 +22%
FTDI
475
First Trust Direct Indexing
Massachusetts
$339K +$339K +698 New