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Factset
FDS

Overview Fund Activity

726 hedge funds and large institutions have $15.1B invested in Factset in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 252 increasing their positions, 247 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.58%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
60
Increased
252
Reduced
247
Closed
60
Calls
$94.2M
Puts
$97.9M
Net Calls
-$3.67M
Net Calls Change
+$6.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$611M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$107M
3
Macquarie Group
3
Macquarie Group
Australia
$91.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$82.7M
5
State Street
5
State Street
Massachusetts
$831M

Top Sellers

1
A
1
AustralianSuper
Australia
$0
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$2.03M
3
Franklin Resources
3
Franklin Resources
California
$6.12M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$6.12M
5
Invesco
5
Invesco
Georgia
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
601
Huntington National Bank
Ohio
$80.9K -$10.5K -24 -11%
Twin Tree Management
602
Twin Tree Management
Texas
$80.5K +$80.5K +184 New
AWM
603
Atticus Wealth Management
Florida
$79.6K – – –
FFA
604
Farther Finance Advisors
California
$77.4K -$2.62K -6 -3%
T
605
TOBAM
France
$72K -$338K -775 -82%
CYG
606
Clean Yield Group
Vermont
$68.5K – – –
BBHC
607
Brown Brothers Harriman & Co
New York
$66.9K -$5.25K -12 -7%
CFGS
608
Concourse Financial Group Securities
Alabama
$62.5K +$1.31K +3 +2%
SSB
609
Sandy Spring Bank
Maryland
$59.5K +$5.25K +12 +10%
CTC
610
Central Trust Company
Missouri
$55.1K +$4.37K +10 +9%
CA
611
Clearstead Advisors
Ohio
$54.2K +$34.5K +79 +176%
ANBT
612
American National Bank & Trust
Texas
$51.6K +$51.6K +118 New
AF
613
Allworth Financial
California
$51.2K +$7.43K +17 +17%
CCA
614
Column Capital Advisors
Indiana
$46.8K -$3.94K -9 -8%
FRA
615
Front Row Advisors
California
$46.8K -$1.75K -4 -4%
TPCW
616
TD Private Client Wealth
New York
$46.4K – – –
GRP
617
Global Retirement Partners
California
$46.1K +$10.3K +23 +29%
MIA
618
Milestone Investment Advisors
Wisconsin
$45.9K +$45.9K +105 New
CWM
619
Compass Wealth Management
Connecticut
$45K – – –
PFP
620
Pinnacle Financial Partners
Tennessee
$43.7K – – –
FCT
621
First Community Trust
Iowa
$43.7K – – –
AA
622
Alta Advisers
United Kingdom
$43.7K – – –
Acadian Asset Management
623
Acadian Asset Management
Massachusetts
$43K -$3.51M -8,079 -99%
WTA
624
Washington Trust Advisors
Massachusetts
$40.2K – – –
LFG
625
Larson Financial Group
Missouri
$40.2K +$35.9K +82 +820%
23 24
25
26 27