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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.

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 %
JWA
626
JFS Wealth Advisors
Pennsylvania
$28K +$3.44K +7 +14%
SIC
627
Salem Investment Counselors
North Carolina
$28K +$12.6K +26 +81%
AF
628
Advisornet Financial
Minnesota
$27K
DHGWA
629
Dixon Hughes Goodman Wealth Advisors
North Carolina
$25K +$25K +52 New
TWC
630
TD Waterhouse Canada
Ontario, Canada
$24.6K +$24.6K +52 New
DWA
631
Delos Wealth Advisors
Texas
$24K +$21.1K +43 +717%
VCM
632
Versant Capital Management
Arizona
$22K
CA
633
Clearstead Advisors
Ohio
$19K +$16.1K +33 +550%
Koshinski Asset Management
634
Koshinski Asset Management
Illinois
$17.5K
JFGIW
635
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K -$3.89K -8 -19%
MCM
636
Manchester Capital Management
Vermont
$17K +$15K +30 +750%
HFS
637
Hantz Financial Services
Michigan
$17K +$17K +34 New
STCOSD
638
Sageworth Trust Company of South Dakota
South Dakota
$16K +$16K +33 New
DSC
639
Duncker Streett & Co
Missouri
$15K
CFGS
640
Concourse Financial Group Securities
Alabama
$14K -$8.5K -17 -38%
PSB
641
Piscataqua Savings Bank
New Hampshire
$14K
CMBA
642
C.M. Bidwell & Associates
Hawaii
$14K
WBC
643
West Branch Capital
Massachusetts
$14K
CWS
644
Confluence Wealth Services
Pennsylvania
$14K +$14K +30 New
AA
645
Ancora Advisors
Ohio
$13K
CFN
646
Cordasco Financial Network
Florida
$13K
HCP
647
Hexagon Capital Partners
Arkansas
$13K
FAG
648
Fortitude Advisory Group
Washington
$12K +$12K +25 New
Manulife (Manufacturers Life Insurance)
649
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8K -$9.52K -19,596 -45%
RFA
650
Reilly Financial Advisors
California
$11K +$11K +22 New