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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 %
BAM
551
Belpointe Asset Management
Nevada
$199K -$3.41K -7 -2%
KPCM
552
Kings Point Capital Management
New York
$198K
AssetMark Inc
553
AssetMark Inc
California
$197K -$22.9K -47 -10%
PP
554
PrairieView Partners
Minnesota
$194K
IA
555
IFP Advisors
Florida
$190K -$6.73K -14 -3%
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$186K +$186K +383 New
EIP
557
Ellis Investment Partners
Pennsylvania
$182K
Federated Hermes
558
Federated Hermes
Pennsylvania
$178K -$3.35M -6,902 -95%
DGAM
559
Desjardins Global Asset Management
Quebec, Canada
$178K +$178K +367 New
HIA
560
Harbor Investment Advisory
Maryland
$177K
ZIG
561
Zullo Investment Group
Pennsylvania
$177K +$177K +365 New
S
562
SignatureFD
Georgia
$155K +$14.1K +29 +10%
SIM
563
Sentry Investment Management
Wisconsin
$152K +$152K +312 New
CCM
564
Covington Capital Management
California
$144K
CA
565
CoreCap Advisors
Michigan
$141K +$141K +290 New
WTA
566
Washington Trust Advisors
Massachusetts
$122K +$122K +252 New
FHA
567
First Horizon Advisors
Tennessee
$118K -$28.9K -60 -20%
AS
568
Altshuler Shaham
Israel
$117K -$19.9K -41 -15%
CAL
569
Capital Advisors Ltd
Ohio
$115K
FAM
570
Fred Alger Management
New York
$113K +$85.2K +175 +307%
WWM
571
Wolff Wiese Magana
California
$112K -$4.36K -9 -4%
SAM
572
S.A. Mason
Michigan
$111K +$111K +228 New
AA
573
Addison Advisors
Vermont
$109K
PPWM
574
PFG Private Wealth Management
Florida
$105K -$8.26K -17 -7%
LS
575
Livforsakringsbolaget Skandia
Sweden
$97K -$194K -400 -67%