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Factset

616 hedge funds and large institutions have $13.1B invested in Factset in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+25
Holders Change %
+4.23%
% of All Funds
10.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
72
Increased
199
Reduced
202
Closed
35
Calls
$36.9M
Puts
$42.1M
Net Calls
-$5.25M
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
501
Benjamin F. Edwards & Company
Missouri
$162K -$60.3K -153 -27%
KPCM
502
Kings Point Capital Management
New York
$161K +$37.1K +94 +30%
Bessemer Group
503
Bessemer Group
New Jersey
$160K +$41.2K +104 +35%
QT
504
Quantbot Technologies
New York
$160K +$160K +407 New
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$159K -$13.4K -34 -8%
PP
506
PrairieView Partners
Minnesota
$158K
EIP
507
Ellis Investment Partners
Pennsylvania
$148K
HIA
508
Harbor Investment Advisory
Maryland
$144K
FHA
509
First Horizon Advisors
Tennessee
$120K +$10.6K +27 +10%
CCM
510
Covington Capital Management
California
$117K
S
511
SignatureFD
Georgia
$114K +$2.36K +6 +2%
AS
512
Altshuler Shaham
Israel
$112K +$62.8K +158 +127%
Robeco Institutional Asset Management
513
Robeco Institutional Asset Management
Netherlands
$107K
WWM
514
Wolff Wiese Magana
California
$95K -$3.17K -8 -3%
CAL
515
Capital Advisors Ltd
Ohio
$94K
RTC
516
Riverview Trust Company
Washington
$92K
PPWM
517
PFG Private Wealth Management
Florida
$92K +$92K +233 New
AA
518
Addison Advisors
Vermont
$89K
GRP
519
Global Retirement Partners
California
$75K +$2.36K +6 +3%
EBA
520
Eagle Bay Advisors
New York
$74K +$37K +93 +100%
PHK
521
Point72 Hong Kong
Hong Kong
$72K -$1.17M -2,954 -94%
APA
522
American Portfolios Advisors
New York
$68.3K -$17.4K -44 -20%
KFI
523
Key Financial Inc
Pennsylvania
$67K
QCG
524
Quadrant Capital Group
Ohio
$65K +$14.7K +37 +29%
SC
525
SouthState Corp
Florida
$62K +$62K +157 New