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Factset

797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.

Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$41M 100,573 -3,360 -3%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$36.4M 89,167 +5,829 +7%
CCM
53
Copeland Capital Management
Pennsylvania
$35M 85,724 +614 +0.7%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$34.3M 84,044 -2,800 -3%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$34.2M 83,812 -9,184 -10%
Aviva
56
Aviva
United Kingdom
$33.4M 81,761 +22,488 +38%
Barclays
57
Barclays
United Kingdom
$33.2M 81,349 -48,082 -37%
UBS Group
58
UBS Group
Switzerland
$32.2M 78,940 -42,839 -35%
Aberdeen Group
59
Aberdeen Group
United Kingdom
$30.9M 75,641 +2,248 +3%
DP
60
Dundas Partners
United Kingdom
$30.4M 74,556 +692 +0.9%
SEI Investments
61
SEI Investments
Pennsylvania
$29.8M 73,105 -4,938 -6%
EARNEST Partners
62
EARNEST Partners
Georgia
$28.1M 68,733 -5,571 -7%
LPL Financial
63
LPL Financial
California
$27.8M 68,170 +1,106 +2%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$27.7M 67,941 -7,433 -10%
National Pension Service
65
National Pension Service
South Korea
$26.3M 64,511 +5,691 +10%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$24M 58,895 +1,223 +2%
AllianceBernstein
67
AllianceBernstein
Tennessee
$22.6M 55,355 +2,162 +4%
LWCFA
68
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.3M 45,949 +1,389 +3%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$20.1M 49,213 -8,785 -15%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$19.7M 48,173 +317 +0.7%
Principal Financial Group
71
Principal Financial Group
Iowa
$19.3M 47,348 -2,502 -5%
Squarepoint
72
Squarepoint
New York
$18.6M 45,676 +44,301 +3,222%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$18.6M 43,667 +1,227 +3%
SC
74
Saybrook Capital
North Carolina
$18.2M 44,680 -995 -2%
Stifel Financial
75
Stifel Financial
Missouri
$18M 43,934 -224 -0.5%