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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 %
SIC
576
Salem Investment Counselors
North Carolina
$13K
CFA
577
Cahill Financial Advisors
Minnesota
$13K +$13K +33 New
DSC
578
Duncker Streett & Co
Missouri
$12K
PSB
579
Piscataqua Savings Bank
New Hampshire
$11K
AA
580
Ancora Advisors
Ohio
$11K
CFN
581
Cordasco Financial Network
Florida
$11K
WBC
582
West Branch Capital
Massachusetts
$11K
HCP
583
Hexagon Capital Partners
Arkansas
$11K
CMBA
584
C.M. Bidwell & Associates
Hawaii
$11K
GWM
585
Geneos Wealth Management
Colorado
$10K -$5.93K -16 -37%
CFO
586
CVA Family Office
Colorado
$8K -$27.8K -80 -78%
O
587
Ossiam
France
$8K
LC
588
Lindbrook Capital
California
$8K
FMTCOCP
589
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
FCA
590
FinTrust Capital Advisors
South Carolina
$6K
MCM
591
MV Capital Management
Maryland
$6K
SIAP
592
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K
Nisa Investment Advisors
593
Nisa Investment Advisors
Missouri
$5.33K +$12 +30 +0.2%
AWA
594
Arkadios Wealth Advisors
Georgia
$5K -$10K -26 -67%
First Manhattan
595
First Manhattan
New York
$5K
TG
596
TCW Group
California
$4.17K +$4.17K +10,551 New
WAS
597
Winch Advisory Services
Wisconsin
$4K
National Pension Service
598
National Pension Service
South Korea
$3K -$1.32M -3,083 -100%
BFC
599
Bedel Financial Consulting
Indiana
$3K
SWA
600
SOA Wealth Advisors
New York
$3K +$3K +8 New