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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 %
SIC
551
Salem Investment Counselors
North Carolina
$11K
FI
552
FormulaFolio Investments
Michigan
$11K
DSC
553
Duncker Streett & Co
Missouri
$10K -$10.7K -32 -52%
HFA
554
Hoover Financial Advisors
Pennsylvania
$10K
PSB
555
Piscataqua Savings Bank
New Hampshire
$10K
CMBA
556
C.M. Bidwell & Associates
Hawaii
$10K
CP
557
Castleview Partners
Texas
$10K +$10K +31 New
AA
558
Ancora Advisors
Ohio
$9K
CFN
559
Cordasco Financial Network
Florida
$9K
HCP
560
Hexagon Capital Partners
Arkansas
$9K
WBC
561
West Branch Capital
Massachusetts
$9K +$9K +28 New
O
562
Ossiam
France
$7K -$119K -339 -94%
SFSIG
563
San Francisco Sentry Investment Group
California
$7K
HI
564
Harbour Investments
Wisconsin
$6K -$3.38K -9 -36%
LC
565
Lindbrook Capital
California
$6K
FMTCOCP
566
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
APWA
567
Atlas Private Wealth Advisors
New Jersey
$5K -$333 -1 -6%
SIAP
568
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
AP
569
Arlington Partners
Alabama
$5K
FCA
570
FinTrust Capital Advisors
South Carolina
$5K
MCM
571
MV Capital Management
Maryland
$5K
Nisa Investment Advisors
572
Nisa Investment Advisors
Missouri
$4.52K -$319 -950 -7%
First Manhattan
573
First Manhattan
New York
$4K
HS
574
Horan Securities
United States
$4K
WAS
575
Winch Advisory Services
Wisconsin
$3K