FDS icon

Factset
FDS

Overview Fund Activity

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.

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

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$69.9M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$62.5M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$531M
4
KBC Group
4
KBC Group
Belgium
$47.9M
5
Invesco
5
Invesco
Georgia
$57.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$55.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.26B
3
DGI
3
Disciplined Growth Investors
Minnesota
$57.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$480M
5
Holocene Advisors
5
Holocene Advisors
New York
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$68.7M 209,358 -113,068 -35%
Legal & General Group
27
Legal & General Group
United Kingdom
$68.3M 207,945 +5,137 +3%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$62.5M 189,190 +158,622 +519%
A
29
AustralianSuper
Australia
$61.3M 186,550 -56,527 -23%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$58.8M 179,091 +18,004 +11%
Invesco
31
Invesco
Georgia
$57.6M 175,429 +70,947 +68%
DGI
32
Disciplined Growth Investors
Minnesota
$57.5M 175,167 -145,693 -45%
UBS AM
33
UBS AM
Illinois
$56.3M 171,264 +3,912 +2%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$55.9M 170,323 -193,541 -53%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$53.4M 162,715 -8,435 -5%
ESCM
36
Echo Street Capital Management
New York
$53.1M 161,720 +34,092 +27%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$51.5M 156,709 -1,149 -0.7%
EHC
38
Everett Harris & Co
California
$49.4M 150,467 -4,700 -3%
KBC Group
39
KBC Group
Belgium
$47.9M 145,894 +86,960 +148%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$45.5M 138,508 +4,030 +3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$44.3M 135,012 -22,651 -14%
PPA
42
Parametric Portfolio Associates
Washington
$42.8M 130,311 -1,129 -0.9%
Man Group
43
Man Group
United Kingdom
$42.4M 129,103 -67,797 -34%
TIA
44
Tandem Investment Advisors
South Carolina
$39.9M 121,327 +7,058 +6%
Principal Financial Group
45
Principal Financial Group
Iowa
$39.3M 119,534 +2,349 +2%
MG
46
Markel Group
Virginia
$38.3M 116,680 – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$37.3M 113,478 +3,098 +3%
RJA
48
Raymond James & Associates
Florida
$37.2M 113,143 +3,366 +3%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$35.4M 107,823 +787 +0.7%
American Century Companies
50
American Century Companies
Missouri
$34.9M 106,187 -5,290 -5%
1
2
3 4 5