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Factset
FDS

Overview Fund Activity

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.

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

Top Buyers

1
State Street
1
State Street
Massachusetts
$412M
2
Holocene Advisors
2
Holocene Advisors
New York
$32M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$22.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.04B
5
BlackRock
5
BlackRock
New York
$1.2B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$94.9M
2
DGI
2
Disciplined Growth Investors
Minnesota
$83.6M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$700M
4
ACM
4
Atlanta Capital Management
Georgia
$130M
5
Man Group
5
Man Group
United Kingdom
$51.3M
Name Market Value Shares Shares
Change 		Shares
Change %
A
26
AustralianSuper
Australia
$63.4M 243,077 -34,689 -12%
Charles Schwab
27
Charles Schwab
California
$60.7M 232,912 +46,511 +25%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$59.4M 227,932 -5,582 -2%
Legal & General Group
29
Legal & General Group
United Kingdom
$52.9M 202,808 +13,816 +7%
Man Group
30
Man Group
United Kingdom
$51.3M 196,900 -122,903 -38%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$44.6M 171,150 -5,241 -3%
UBS AM
32
UBS AM
Illinois
$43.6M 167,352 +10,474 +7%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$42M 161,087 +11,589 +8%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$41.2M 157,858 -5,403 -3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$41.1M 157,663 -29,297 -16%
EHC
36
Everett Harris & Co
California
$40.4M 155,167 -413 -0.3%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$35.1M 134,478 -3,162 -2%
Victory Capital Management
38
Victory Capital Management
Texas
$34.7M 133,174 +22,455 +20%
PPA
39
Parametric Portfolio Associates
Washington
$34.3M 131,440 +166 +0.1%
ESCM
40
Echo Street Capital Management
New York
$33.3M 127,628 +42,573 +50%
Holocene Advisors
41
Holocene Advisors
New York
$32M 122,801 +122,801 New
Principal Financial Group
42
Principal Financial Group
Iowa
$30.5M 117,185 -45,842 -28%
MG
43
Markel Group
Virginia
$30.4M 116,680 +120 +0.1%
TIA
44
Tandem Investment Advisors
South Carolina
$29.8M 114,269 +16,234 +17%
American Century Companies
45
American Century Companies
Missouri
$29.1M 111,477 +62,625 +128%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$28.8M 110,380 -938 -0.8%
RJA
47
Raymond James & Associates
Florida
$28.6M 109,777 -5,369 -5%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$27.9M 107,036 -1,450 -1%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$27.3M 104,700 -800 -0.8%
Invesco
50
Invesco
Georgia
$27.2M 104,482 +10,668 +11%
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