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Factset
FDS

Overview Fund Activity

587 hedge funds and large institutions have $11.6B invested in Factset in 2020 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 186 increasing their positions, 204 reducing their positions, and 53 closing their positions.

Holders
587
Holders Change
+28
Holders Change %
+5.01%
% of All Funds
10.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
87
Increased
186
Reduced
204
Closed
53
Calls
$16.8M
Puts
$13.9M
Net Calls
+$2.83M
Net Calls Change
+$2.46M

Top Buyers

1
KBC Group
1
KBC Group
Belgium
$299M
2
ESCM
2
Echo Street Capital Management
New York
$115M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$37.6M
4
BlackRock
4
BlackRock
New York
$1.55B
5
Victory Capital Management
5
Victory Capital Management
Texas
$55.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$304M
2
Norges Bank
2
Norges Bank
Norway
$36.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$832M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.9M
5
Man Group
5
Man Group
United Kingdom
$8.84M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$67.4M 202,803 +19,358 +11%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$66.6M 200,364 -3,853 -2%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$63.1M 189,699 +49,983 +36%
Victory Capital Management
29
Victory Capital Management
Texas
$55.6M 167,072 +82,031 +96%
Goldman Sachs
30
Goldman Sachs
New York
$55.4M 166,582 -70,654 -30%
DGI
31
Disciplined Growth Investors
Minnesota
$54.3M 163,370 -5,856 -3%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$51M 153,502 -3,825 -2%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$50.6M 152,117 -31,398 -17%
Invesco
34
Invesco
Georgia
$50.2M 151,056 +8,353 +6%
EHC
35
Everett Harris & Co
California
$49.6M 149,311 -951 -0.6%
TIA
36
Tandem Investment Advisors
South Carolina
$47.8M 143,640 +11,081 +8%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$42.3M 127,290 -1,078 -0.8%
PPA
38
Parametric Portfolio Associates
Washington
$40.2M 120,851 -837 -0.7%
MG
39
Markel Group
Virginia
$38.8M 116,720 +40 +0%
Principal Financial Group
40
Principal Financial Group
Iowa
$38.5M 115,709 +143 +0.1%
RJA
41
Raymond James & Associates
Florida
$38.1M 114,568 -521 -0.5%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$37.6M 113,214 +113,214 New
Norges Bank
43
Norges Bank
Norway
$36.2M 108,991 -276,564 -72%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$35.6M 107,189 -43,063 -29%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$35.5M 106,875 -3,708 -3%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$35.1M 105,419 -1,356 -1%
Nordea Investment Management
47
Nordea Investment Management
Sweden
$34.9M 104,847 +3,012 +3%
Truist Financial
48
Truist Financial
North Carolina
$34.3M 103,265 +2,734 +3%
EVM
49
Eaton Vance Management
Massachusetts
$33.3M 100,187 +515 +0.5%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$29.3M 88,171 +3,141 +4%
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