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Factset
FDS

Overview Fund Activity

836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$225M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$66.4M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$428M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$527M
5
Invesco
Invesco
Georgia
$219M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.51M
2
BAMCO Inc
BAMCO Inc
New York
$1.13B
3
Squarepoint
Squarepoint
New York
$1.18M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$26.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
676
Menard Financial Group
Texas
$91.3K +$91.3K +190 New
Swedbank
677
Swedbank
Sweden
$88.9K – – –
BBHC
678
Brown Brothers Harriman & Co
New York
$88.4K +$7.2K +15 +9%
AWM
679
Atticus Wealth Management
Florida
$86.5K – – –
PPC
680
Park Place Capital
Alabama
$83.6K -$6.24K -13 -7%
CT
681
Coastline Trust
Rhode Island
$81.6K – – –
WT
682
Washington Trust
Rhode Island
$79.2K -$9.61K -20 -11%
IA
683
IFP Advisors
Florida
$78.8K -$3.11K -6 -4%
CA
684
Continuum Advisory
Idaho
$76.4K – – –
T
685
TOBAM
France
$76K -$52.6K -110 -41%
BGAI
686
Bruce G. Allen Investments
Colorado
$75.4K +$480 +1 +0.6%
HNB
687
Hilltop National Bank
Wyoming
$72K – – –
CYG
688
Clean Yield Group
Vermont
$72K – – –
QCG
689
Quadrant Capital Group
Ohio
$69.2K – – –
SIM
690
Sentry Investment Management
Wisconsin
$69K -$11K -23 -14%
LAM
691
Lummis Asset Management
Texas
$67.2K – – –
SSB
692
Sandy Spring Bank
Maryland
$65.3K – – –
AF
693
Allworth Financial
California
$63.7K +$10.2K +22 +19%
ETC
694
Exchange Traded Concepts
Oklahoma
$61K -$11K -23 -15%
CFGS
695
Concourse Financial Group Securities
Alabama
$58.1K -$2.32K -5 -4%
HIIFS
696
Harel Insurance Investments & Financial Services
Israel
$58K – – –
C
697
Covestor
United Kingdom
$55K -$13.9K -29 -20%
CTC
698
Central Trust Company
Missouri
$54.3K -$4.8K -10 -8%
TC
699
Trust Company
Kansas
$51.9K – – –
CFO
700
CVA Family Office
Colorado
$51.4K +$1.44K +3 +3%
26 27
28
29 30