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Factset

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
RE
476
RBC Europe
United Kingdom
$25.3K
HFM
477
Hartford Financial Management
Connecticut
$25K
CFA
478
Carroll Financial Associates
North Carolina
$25K
AIM
479
AIA Investment Management
Singapore
$25K
TPCW
480
TD Private Client Wealth
New York
$22K +$22K +67 New
GWS
481
Glassman Wealth Services
Virginia
$22K
OAJ
482
Ogorek Anthony Joseph
New York
$21K
FHA
483
Flagship Harbor Advisors
Massachusetts
$21K +$15.9K +50 +313%
AF
484
Arrow Financial
New York
$20K
ETC
485
Exchange Traded Concepts
Oklahoma
$20K +$13.5K +42 +210%
PCM
486
Penserra Capital Management
California
$19K +$633 +2 +3%
HNB
487
Huntington National Bank
Ohio
$18K
CAW
488
Cornerstone Advisors (Washington)
Washington
$18K +$6.75K +21 +60%
MA
489
MCF Advisors
Kentucky
$16K
CWM
490
Campbell Wealth Management
Virginia
$14K +$14K +44 New
HI
491
Human Investing
Oregon
$14K +$14K +44 New
APA
492
American Portfolios Advisors
New York
$13.5K +$3.29K +10 +32%
CFGS
493
Concourse Financial Group Securities
Alabama
$13K
JWA
494
JFS Wealth Advisors
Pennsylvania
$12K
JSC
495
Jackson Square Capital
California
$12K
CFD
496
Creative Financial Designs
Indiana
$12K +$12K +37 New
DSC
497
Duncker Streett & Co
Missouri
$11K
HS
498
Horan Securities
United States
$11K +$11K +33 New
VNA
499
Valley National Advisers
Pennsylvania
$10K
CMBA
500
C.M. Bidwell & Associates
Hawaii
$10K