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Factset

689 hedge funds and large institutions have $16.4B invested in Factset in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 227 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+73
Holders Change %
+11.85%
% of All Funds
10.64%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
134
Increased
227
Reduced
202
Closed
54
Calls
$88.9M
Puts
$99.7M
Net Calls
-$10.8M
Net Calls Change
-$5.54M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
501
Greenleaf Trust
Michigan
$292K +$11.2K +23 +4%
LNWWM
502
Laird Norton Wetherby Wealth Management
California
$291K +$4.87K +10 +2%
CCA
503
Checchi Capital Advisers
California
$290K
CFAM
504
Center For Asset Management
Florida
$286K +$286K +589 New
PA
505
Profund Advisors
Maryland
$282K -$735K -1,512 -72%
TAM
506
Tocqueville Asset Management
New York
$279K
MIM
507
Martin Investment Management
Florida
$279K
D
508
Diversified
Delaware
$273K
GCP
509
GSA Capital Partners
United Kingdom
$271K -$117K -240 -30%
RMCM
510
Reynders McVeigh Capital Management
Massachusetts
$268K -$42.3K -87 -14%
CS
511
Capital Square
Tennessee
$267K
CI Investments Inc
512
CI Investments Inc
Ontario, Canada
$265K -$80.7K -166 -23%
PCM
513
Prelude Capital Management
New York
$261K +$261K +537 New
GI
514
GAMCO Investors
Connecticut
$258K
DAM
515
Delta Asset Management
Tennessee
$258K
AG
516
AIA Group
Hong Kong
$258K +$258K +531 New
CAM
517
Capco Asset Management
Florida
$255K
CANY
518
Caxton Associates (New York)
New York
$255K +$255K +525 New
SFO
519
Stokes Family Office
Louisiana
$253K +$253K +520 New
KAS
520
Kestra Advisory Services
Texas
$252K +$252K +518 New
PA
521
Parallel Advisors
California
$251K +$177K +364 +239%
NIMI
522
Natixis Investment Managers International
France
$249K -$17K -35 -6%
CA
523
Calton & Associates
Florida
$249K -$5.83K -12 -2%
TFP
524
Tilia Fiduciary Partners
North Carolina
$248K +$248K +511 New
LWAC
525
Laurel Wealth Advisors (California)
California
$247K +$247K +507 New