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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 %
HCP
526
Hexagon Capital Partners
Arkansas
$8K +$8K +27 New
SFSIG
527
San Francisco Sentry Investment Group
California
$7K
FMTCOCP
528
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
BCA
529
Berman Capital Advisors
Georgia
$6K
AA
530
AlphaMark Advisors
Kentucky
$6K
LC
531
Lindbrook Capital
California
$6K
FHA
532
Flagship Harbor Advisors
Massachusetts
$5K -$15.6K -50 -76%
TFGT
533
TS Financial Group (TSFG)
Illinois
$5K -$714 -2 -13%
VCM
534
Versant Capital Management
Arizona
$5K
MCM
535
MV Capital Management
Maryland
$5K
APWA
536
Atlas Private Wealth Advisors
New Jersey
$5K
AWA
537
Arkadios Wealth Advisors
Georgia
$4.42K
HS
538
Horan Securities
United States
$4K -$8K -22 -67%
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +12 New
WAS
540
Winch Advisory Services
Wisconsin
$3K
BFC
541
Bedel Financial Consulting
Indiana
$3K
JWM
542
Janiczek Wealth Management
Colorado
$3K +$3K +8 New
BWM
543
BerganKDV Wealth Management
Minnesota
$2K -$2.4K -6 -55%
PMFA
544
Plante Moran Financial Advisors
Michigan
$2K
BWA
545
BDO Wealth Advisors
Florida
$2K
CYG
546
Clean Yield Group
Vermont
$2K
CI
547
CX Institutional
Indiana
$2K +$400 +1 +25%
JCM
548
Jacobi Capital Management
Pennsylvania
$2K +$1K +3 +100%
CA
549
Clearstead Advisors
Ohio
$2K +$2K +6 New
CFB
550
Cullen/Frost Bankers
Texas
$2K +$2K +6 New