FDS icon

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 %
BFC
576
Bedel Financial Consulting
Indiana
$3K
VNA
577
Valley National Advisers
Pennsylvania
$2K
CA
578
Clearstead Advisors
Ohio
$2K
PMFA
579
Plante Moran Financial Advisors
Michigan
$2K
BWM
580
BerganKDV Wealth Management
Minnesota
$2K
CI
581
CX Institutional
Indiana
$2K
DWA
582
Delos Wealth Advisors
Texas
$2K +$2K +6 New
KJHP
583
K.J. Harrison & Partners
Ontario, Canada
$1.09K +$1.09K +3,250 New
BCWM
584
Bartlett & Co Wealth Management
Ohio
$1.01K
FHC
585
First Horizon Corporation
Tennessee
$1K
BC
586
Bartlett & Co
Ohio
$1K
CWP
587
Concord Wealth Partners
Virginia
$1K
PFGIA
588
Patriot Financial Group Insurance Agency
Massachusetts
$1K
EFSCE
589
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
FMP
590
Financial Management Professionals
Texas
$1K +$1K +4 New
BBHC
591
Brown Brothers Harriman & Co
New York
$51
AAM
592
Arabesque Asset Management
United Kingdom
-$5.23M -16,952 Closed
Renaissance Technologies
593
Renaissance Technologies
New York
-$5.08M -16,450 Closed
MWNA
594
Marshall Wace North America
New York
-$4.87M -15,789 Closed
SM
595
Sciencast Management
New Jersey
-$2.58M -8,360 Closed
FCM
596
Fortis Capital Management
Washington
-$1.87M -6,053 Closed
BAM
597
Blueshift Asset Management
New Jersey
-$1.32M -4,285 Closed
CWM
598
CIBC World Markets
New York
-$1.26M -4,078 Closed
LFAS
599
Level Four Advisory Services
Texas
-$1.23M -3,980 Closed
VF
600
Virtu Financial
New York
-$1.01M -3,277 Closed