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Factset
FDS

Overview Fund Activity

687 hedge funds and large institutions have $13.7B invested in Factset in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 249 reducing their positions, and 55 closing their positions.

Holders
687
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
11.88%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
64
Increased
238
Reduced
249
Closed
55
Calls
$37.4M
Puts
$34.7M
Net Calls
+$2.63M
Net Calls Change
+$2.33M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$205M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$157M
3
Citadel Advisors
3
Citadel Advisors
Florida
$119M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$45.3M
5
JCM
5
Junto Capital Management
New York
$56.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$165M
2
BlackRock
2
BlackRock
New York
$1.32B
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$3.48M
4
PA
4
PFG Advisors
Arizona
$1.37M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$93.4M 233,529 -109 -0%
BTW
27
Boston Trust Walden
Massachusetts
$90.9M 227,185 -30,205 -12%
Goldman Sachs
28
Goldman Sachs
New York
$89M 222,559 +25,669 +13%
TIA
29
Tandem Investment Advisors
South Carolina
$84.3M 210,781 -12,082 -5%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$84.3M 210,630 +9,672 +5%
UBS AM
31
UBS AM
Illinois
$81.1M 202,637 -3,554 -2%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$72.9M 182,271 +48,661 +36%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$71.4M 178,486 -3,770 -2%
Franklin Resources
34
Franklin Resources
California
$65.1M 162,745 +11,457 +8%
NONA
35
Ninety One North America
New York
$64.8M 161,889 -2,811 -2%
EHC
36
Everett Harris & Co
California
$59.2M 147,901 +26 +0%
JCM
37
Junto Capital Management
New York
$56.7M 141,712 +104,228 +278%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$54.7M 136,710 +2,555 +2%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$53.8M 134,261 +2,465 +2%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$52.6M 131,539 -24,654 -16%
VNIM
41
Vaughan Nelson Investment Management
Texas
$51.6M 128,848 +82,343 +177%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$48.7M 121,823 -19,318 -14%
RJA
43
Raymond James & Associates
Florida
$47.6M 118,990 +27,486 +30%
MG
44
Markel Group
Virginia
$46.7M 116,720 – –
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$45.9M 114,835 +1,400 +1%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$45.3M 113,253 +113,253 New
Ameriprise
47
Ameriprise
Minnesota
$44.7M 111,633 -10,264 -8%
VRS
48
Virginia Retirement Systems
Virginia
$43.7M 109,100 +109,100 New
EVM
49
Eaton Vance Management
Massachusetts
$43.6M 109,020 +33 +0%
Deutsche Bank
50
Deutsche Bank
Germany
$43.4M 108,551 -28,127 -21%
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