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Factset

591 hedge funds and large institutions have $11.1B invested in Factset in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 192 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
+19
Holders Change %
+3.32%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
65
Increased
205
Reduced
192
Closed
42
Calls
$27.3M
Puts
$30.1M
Net Calls
-$2.77M
Net Calls Change
-$6.25M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
501
Global Retirement Partners
California
$62K -$1.68K -5 -3%
CFB
502
Cullen/Frost Bankers
Texas
$62K +$62K +186 New
KFI
503
Key Financial Inc
Pennsylvania
$61K +$10.8K +30 +21%
CCA
504
Column Capital Advisors
Indiana
$44K
FRA
505
Front Row Advisors
California
$43K -$729 -2 -2%
QCG
506
Quadrant Capital Group
Ohio
$43K +$12.2K +36 +40%
SSB
507
Sandy Spring Bank
Maryland
$42K
AS
508
Altshuler Shaham
Israel
$42K +$42K +124 New
AIC
509
Archer Investment Corporation
Indiana
$40.3K
PA
510
Parallel Advisors
California
$37K +$3.39K +10 +10%
LWA
511
Lenox Wealth Advisors
New York
$35K
CFO
512
CVA Family Office
Colorado
$35K +$27.2K +80 +348%
ARMC
513
American Research & Management Company
Massachusetts
$34K
FFA
514
Freedman Financial Associates
Massachusetts
$34K +$34K +100 New
EBA
515
Eagle Bay Advisors
New York
$33K +$33K +93 New
GAM
516
Gemmer Asset Management
California
$32K
BWL
517
Bogart Wealth LLC
Virginia
$31K
Fuller & Thaler Asset Management
518
Fuller & Thaler Asset Management
California
$27K -$30.4K -90 -53%
RE
519
RBC Europe
United Kingdom
$25.8K
HFM
520
Hartford Financial Management
Connecticut
$25K
CFA
521
Carroll Financial Associates
North Carolina
$25K
CYG
522
Clean Yield Group
Vermont
$25K +$25K +75 New
FPS
523
Fieldpoint Private Securities
Connecticut
$24K -$25.1K -68 -51%
AWA
524
Artemis Wealth Advisors
New York
$23.9K +$23.9K +71 New
SIA
525
SkyView Investment Advisors
New Jersey
$23K