FDS icon

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 %
PA
526
Parallel Advisors
California
$60K +$17K +43 +39%
CYG
527
Clean Yield Group
Vermont
$59K +$29.5K +75 +100%
CFB
528
Cullen/Frost Bankers
Texas
$52K -$21.3K -54 -29%
GIA
529
Goodwin Investment Advisory
Georgia
$49K -$54.5K -139 -53%
SSB
530
Sandy Spring Bank
Maryland
$49K
AIC
531
Archer Investment Corporation
Indiana
$47.4K
FRA
532
Front Row Advisors
California
$47K
CCA
533
Column Capital Advisors
Indiana
$46K -$5.95K -15 -11%
AWA
534
Artemis Wealth Advisors
New York
$43.6K +$15.5K +39 +55%
GKWIM
535
Gerber Kawasaki Wealth & Investment Management
California
$42K +$42K +107 New
LWA
536
Lenox Wealth Advisors
New York
$41K
RTL
537
Red Tortoise LLC
Georgia
$40K +$40K +99 New
ARMC
538
American Research & Management Company
Massachusetts
$39K
FFA
539
Freedman Financial Associates
Massachusetts
$39K
GAM
540
Gemmer Asset Management
California
$37K
BWL
541
Bogart Wealth LLC
Virginia
$36K
Fuller & Thaler Asset Management
542
Fuller & Thaler Asset Management
California
$32K
AF
543
Allworth Financial
California
$31K +$31K +79 New
RE
544
RBC Europe
United Kingdom
$30.4K
HFM
545
Hartford Financial Management
Connecticut
$30K
CFA
546
Carroll Financial Associates
North Carolina
$30K
NFG
547
Next Financial Group
Texas
$30K +$7.7K +19 +35%
JFA
548
JNBA Financial Advisors
Minnesota
$28K +$28K +72 New
TPCW
549
TD Private Client Wealth
New York
$26.5K
M
550
MOTCO
Texas
$26K