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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 %
MC
576
Maverick Capital
Texas
$95K -$577K -1,184 -86%
SCA
577
Sandy Cove Advisors
Massachusetts
$94K +$94K +193 New
Swedbank
578
Swedbank
Sweden
$89.7K -$43.6M -90,000 -100%
APA
579
American Portfolios Advisors
New York
$89.4K +$5.35K +11 +6%
AWM
580
Atticus Wealth Management
Florida
$88K +$88K +182 New
KFI
581
Key Financial Inc
Pennsylvania
$83K
C
582
Covestor
United Kingdom
$81K +$81K +166 New
PCM
583
Penserra Capital Management
California
$80K +$80K +165 New
QCG
584
Quadrant Capital Group
Ohio
$79K -$975 -2 -1%
CYG
585
Clean Yield Group
Vermont
$78K +$4.88K +10 +7%
OIS
586
Okabena Investment Services
Minnesota
$70K +$70K +144 New
HNB
587
Huntington National Bank
Ohio
$65K +$37.1K +76 +133%
GIA
588
Goodwin Investment Advisory
Georgia
$61K
SSB
589
Sandy Spring Bank
Maryland
$60K
AIC
590
Archer Investment Corporation
Indiana
$58.3K
FRA
591
Front Row Advisors
California
$56K -$1.46K -3 -3%
CCA
592
Column Capital Advisors
Indiana
$56K
Credit Agricole
593
Credit Agricole
France
$56K +$56K +116 New
MA
594
MUFG Americas
New York
$54K +$33.1K +68 +158%
NFG
595
Next Financial Group
Texas
$53K +$17K +35 +47%
T
596
TOBAM
France
$52K +$52K +108 New
LWA
597
Lenox Wealth Advisors
New York
$51K
CT
598
Cambridge Trust
Massachusetts
$51K +$51K +104 New
CFO
599
CVA Family Office
Colorado
$50K +$38.8K +80 +348%
ARMC
600
American Research & Management Company
Massachusetts
$49K