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Factset

559 hedge funds and large institutions have $11.6B invested in Factset in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 173 increasing their positions, 201 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+24
Holders Change %
+4.49%
% of All Funds
11.31%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
67
Increased
173
Reduced
201
Closed
39
Calls
$21.2M
Puts
$20.8M
Net Calls
+$371K
Net Calls Change
+$2.34M
Name Holding Trade Value Shares
Change
Shares
Change %
OAJ
501
Ogorek Anthony Joseph
New York
$21K
ST
502
Smithfield Trust
Pennsylvania
$21K +$11.9K +35 +130%
AF
503
Arrow Financial
New York
$20K
BWM
504
BNC Wealth Management
Oregon
$20K +$20K +59 New
FCH
505
Freestone Capital Holdings
Washington
$19.1K +$19.1K +57 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
506
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18K -$75K -225 -81%
HNB
507
Huntington National Bank
Ohio
$18K
MA
508
MCF Advisors
Kentucky
$17K
APA
509
American Portfolios Advisors
New York
$16.4K +$2.68K +8 +20%
PFS
510
Prospera Financial Services
Texas
$16K -$2.26M -6,631 -99%
NFG
511
Next Financial Group
Texas
$16K +$16K +47 New
HI
512
Human Investing
Oregon
$15K
JWA
513
JFS Wealth Advisors
Pennsylvania
$13K
ONST
514
Old North State Trust
North Carolina
$13K +$13K +38 New
CFD
515
Creative Financial Designs
Indiana
$12K
JSC
516
Jackson Square Capital
California
$12K
DSC
517
Duncker Streett & Co
Missouri
$11K
VNA
518
Valley National Advisers
Pennsylvania
$10K
FFA
519
Founders Financial Alliance
North Carolina
$10K +$10K +30 New
CFN
520
Cordasco Financial Network
Florida
$9K
FHC
521
First Horizon Corporation
Tennessee
$9K +$9K +29 New
VFA
522
Valeo Financial Advisors
Indiana
$8K -$24.3K -70 -75%
CHC
523
City Holding Co
West Virginia
$8K
CFO
524
CVA Family Office
Colorado
$8K
GWM
525
Geneos Wealth Management
Colorado
$8K