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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 %
ARMC
601
American Research & Management Company
Massachusetts
$49K
VRS
602
Virginia Retirement Systems
Virginia
$47.3K +$21.5K +44,300 +84%
GAM
603
Gemmer Asset Management
California
$46K
FCT
604
First Community Trust
Iowa
$45.2K +$45.2K +93 New
EBA
605
Eagle Bay Advisors
New York
$45K -$45K -93 -50%
BWL
606
Bogart Wealth LLC
Virginia
$45K
Fuller & Thaler Asset Management
607
Fuller & Thaler Asset Management
California
$39K
AF
608
Allworth Financial
California
$39K +$488 +1 +1%
RE
609
RBC Europe
United Kingdom
$37K
CFA
610
Carroll Financial Associates
North Carolina
$37K
HFM
611
Hartford Financial Management
Connecticut
$36K
TSWM
612
Tyler-Stone Wealth Management
Ohio
$36K +$36K +74 New
JWM
613
Janiczek Wealth Management
Colorado
$34K +$7.77K +16 +30%
M
614
MOTCO
Texas
$33K
GWS
615
Glassman Wealth Services
Virginia
$33K +$971 +2 +3%
TPCW
616
TD Private Client Wealth
New York
$32.6K
FPS
617
Fieldpoint Private Securities
Connecticut
$32K
QC
618
Quent Capital
New York
$32K +$32K +65 New
OAJ
619
Ogorek Anthony Joseph
New York
$31K
PCG
620
Private Capital Group
Connecticut
$31K
MHR
621
Matthew Hamilton Rosenberg
$31K
A
622
AustralianSuper
Australia
$30.2K -$46.3K -97,990 -60%
ST
623
Smithfield Trust
Pennsylvania
$30K
Baillie Gifford & Co
624
Baillie Gifford & Co
United Kingdom
$30K +$30K +61 New
AF
625
Arrow Financial
New York
$29K