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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 %
GWS
551
Glassman Wealth Services
Virginia
$26K
FPS
552
Fieldpoint Private Securities
Connecticut
$26K
PCG
553
Private Capital Group
Connecticut
$25K
OAJ
554
Ogorek Anthony Joseph
New York
$25K
ST
555
Smithfield Trust
Pennsylvania
$25K
MHR
556
Matthew Hamilton Rosenberg
$25K
AF
557
Arrow Financial
New York
$24K
PWM
558
Prentice Wealth Management
New York
$24K
HNB
559
Huntington National Bank
Ohio
$23K
FAM
560
Fred Alger Management
New York
$23K +$23K +57 New
AF
561
Advisornet Financial
Minnesota
$22K -$986K -2,466 -98%
JWM
562
Janiczek Wealth Management
Colorado
$21K +$778 +2 +4%
BCA
563
Berman Capital Advisors
Georgia
$21K +$5.83K +15 +38%
ST
564
Sageworth Trust
Pennsylvania
$20K
JWA
565
JFS Wealth Advisors
Pennsylvania
$20K
DOA
566
D'Orazio & Associates
Virginia
$20K +$20K +50 New
VCM
567
Versant Capital Management
Arizona
$18K -$400 -1 -2%
CFGS
568
Concourse Financial Group Securities
Alabama
$18K
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K
HI
570
Harbour Investments
Wisconsin
$17K +$10.8K +28 +175%
MA
571
MUFG Americas
New York
$17K +$17K +43 New
CFD
572
Creative Financial Designs
Indiana
$15K
MA
573
MCF Advisors
Kentucky
$15K
GPA
574
Guidance Point Advisors
Massachusetts
$15K +$15K +40 New
Koshinski Asset Management
575
Koshinski Asset Management
Illinois
$14.2K +$14.2K +36 New