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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 %
ST
501
Smithfield Trust
Pennsylvania
$9K
CFN
502
Cordasco Financial Network
Florida
$9K
CTC
503
Central Trust Company
Missouri
$8K
CHC
504
City Holding Co
West Virginia
$8K
GWM
505
Geneos Wealth Management
Colorado
$8K
CFO
506
CVA Family Office
Colorado
$8K
SFSIG
507
San Francisco Sentry Investment Group
California
$7K
AA
508
AlphaMark Advisors
Kentucky
$6K
FMTCOCP
509
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
LC
510
Lindbrook Capital
California
$6K +$1.26K +4 +27%
BCA
511
Berman Capital Advisors
Georgia
$6K +$3K +10 +100%
MCM
512
MV Capital Management
Maryland
$5K
TFGT
513
TS Financial Group (TSFG)
Illinois
$5K
CAGAS
514
Capital Advisory Group Advisory Services
Minnesota
$5K
APWA
515
Atlas Private Wealth Advisors
New Jersey
$5K +$5K +15 New
AWA
516
Arkadios Wealth Advisors
Georgia
$4.57K
BWM
517
BerganKDV Wealth Management
Minnesota
$4K -$5.46K -15 -58%
FCM
518
Firestone Capital Management
Florida
$4K
VCM
519
Versant Capital Management
Arizona
$4K
WAS
520
Winch Advisory Services
Wisconsin
$3K
BFC
521
Bedel Financial Consulting
Indiana
$3K
AII
522
AGF Investments Inc
Ontario, Canada
$3K
BWA
523
BDO Wealth Advisors
Florida
$2K
Acadian Asset Management
524
Acadian Asset Management
Massachusetts
$2K
CYG
525
Clean Yield Group
Vermont
$2K