587 hedge funds and large institutions have $11.6B invested in Factset in 2020 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 186 increasing their positions, 204 reducing their positions, and 53 closing their positions.

Holders
587
Holders Change
+28
Holders Change %
+5.01%
% of All Funds
10.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
87
Increased
186
Reduced
204
Closed
53
Calls
$16.8M
Puts
$13.9M
Net Calls
+$2.83M
Net Calls Change
+$2.46M
Name Market Value Shares Shares
Change
Shares
Change %
LWM
501
Liberty Wealth Management
California
$59K 190
Fuller & Thaler Asset Management
502
Fuller & Thaler Asset Management
California
$57K 170
SFO
503
Standard Family Office
South Dakota
$52K 157 +157 New
PCG
504
Private Capital Group
Connecticut
$49K 148
VFA
505
Valeo Financial Advisors
Indiana
$48K 143 +120 +522%
KFI
506
Key Financial Inc
Pennsylvania
$47K 140 +140 New
NIM
507
NuWave Investment Management
New Jersey
$46K 139 -401 -74%
MAM
508
Meeder Asset Management
Ohio
$44K 131 -14 -10%
CCA
509
Column Capital Advisors
Indiana
$44K 131
SSB
510
Sandy Spring Bank
Maryland
$41K 124
AIC
511
Archer Investment Corporation
Indiana
$39.9K 120 -30 -20%
FRA
512
Front Row Advisors
California
$39K 117
APA
513
American Portfolios Advisors
New York
$38.9K 117 +68 +139%
LWA
514
Lenox Wealth Advisors
New York
$35K 105
PA
515
Parallel Advisors
California
$34K 101 -224 -69%
ARMC
516
American Research & Management Company
Massachusetts
$33K 100
FAM
517
Fred Alger Management
New York
$32K 96
GAM
518
Gemmer Asset Management
California
$31K 94
RE
519
RBC Europe
United Kingdom
$25.6K 77
ETC
520
Exchange Traded Concepts
Oklahoma
$25K 74 -47 -39%
QCG
521
Quadrant Capital Group
Ohio
$25K 76 -9 -11%
HFM
522
Hartford Financial Management
Connecticut
$25K 75
CFA
523
Carroll Financial Associates
North Carolina
$25K 77
PCM
524
Penserra Capital Management
California
$25K 78 +10 +15%
AIG
525
American International Group
New York
$22.9K 68,994 -1,121 -2%