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Factset
FDS

Overview Fund Activity

836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$225M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$66.4M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$428M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$527M
5
Invesco
5
Invesco
Georgia
$219M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.51M
2
BAMCO Inc
2
BAMCO Inc
New York
$1.13B
3
Squarepoint
3
Squarepoint
New York
$1.18M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$26.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$137M -$322K -671 -0.2%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$137M -$2.79M -5,808 -2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$133M +$13.4M +27,836 +11%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$127M +$4.96M +10,326 +4%
Macquarie Group
30
Macquarie Group
Australia
$126M -$5.87M -12,334 -4%
TIA
31
Tandem Investment Advisors
South Carolina
$117M -$1.13M -2,348 -1%
CAM
32
Congress Asset Management
Massachusetts
$111M -$8.4M -17,495 -7%
Goldman Sachs
33
Goldman Sachs
New York
$107M +$15.2M +31,555 +17%
Deutsche Bank
34
Deutsche Bank
Germany
$85.2M +$12.9M +26,897 +18%
ACM
35
American Capital Management
New York
$83.6M -$5.36M -11,150 -6%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$82.2M -$1.16M -2,423 -1%
UBS Group
37
UBS Group
Switzerland
$76.6M +$10.2M +21,320 +15%
EHC
38
Everett Harris & Co
California
$72M +$628K +1,308 +0.9%
Voloridge Investment Management
39
Voloridge Investment Management
Florida
$69.2M -$19.8M -41,122 -22%
Raymond James Financial
40
Raymond James Financial
Florida
$69.1M +$69.1M +143,932 New
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$66.4M +$66.4M +138,186 New
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$60.3M -$2.41M -5,020 -4%
Ameriprise
43
Ameriprise
Minnesota
$58.5M -$2.09M -4,354 -3%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$58.2M +$1.34M +2,799 +2%
Royal London Asset Management
45
Royal London Asset Management
United Kingdom
$57.3M -$1.63M -3,394 -3%
MG
46
Markel Group
Virginia
$56.1M – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$54.3M -$7.53M -15,689 -12%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$50.8M +$16.7M +34,659 +49%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$49.6M -$8.45M -17,604 -15%
Barclays
50
Barclays
United Kingdom
$47.5M +$3.53M +7,360 +8%
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