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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.

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

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.51M
2
BAMCO Inc
2
BAMCO Inc
New York
$1.13B
3
Squarepoint
3
Squarepoint
New York
$1.18M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$26.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$45.1M 93,859 -3,776 -4%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$42.5M 88,485 +4,403 +5%
MCP
53
Meridiem Capital Partners
Texas
$41.2M 85,868 +85,868 New
Fidelity Investments
54
Fidelity Investments
Massachusetts
$39.6M 82,381 +4,934 +6%
Universal-Beteiligungs- und Servicegesellschaft
55
Universal-Beteiligungs- und Servicegesellschaft
Germany
$39.3M 81,793 +81,793 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$39.1M 81,364 +39,593 +95%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$37.9M 78,946 -3,017 -4%
LPL Financial
58
LPL Financial
California
$36.5M 75,986 +4,283 +6%
Aberdeen Group
59
Aberdeen Group
United Kingdom
$36.2M 75,076 -3,581 -5%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$35.8M 74,559 +58,766 +372%
DP
61
Dundas Partners
United Kingdom
$35.8M 74,556 – –
SEI Investments
62
SEI Investments
Pennsylvania
$34.3M 71,515 +1,752 +3%
Millennium Management
63
Millennium Management
New York
$33.4M 69,609 +13,549 +24%
AS
64
Aware Super
Australia
$32M 66,576 +66,576 New
CCM
65
Copeland Capital Management
Pennsylvania
$31.7M 66,054 -1,233 -2%
EARNEST Partners
66
EARNEST Partners
Georgia
$31.5M 65,565 -7,776 -11%
NONA
67
Ninety One North America
New York
$30.8M 64,043 -2,696 -4%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$29.5M 61,364 +3,283 +6%
National Pension Service
69
National Pension Service
South Korea
$28.9M 60,178 -4,333 -7%
WIC
70
Willis Investment Counsel
Georgia
$28M 58,210 +16,310 +39%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$26.6M 55,296 -91,729 -62%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$25.5M 53,049 +11,177 +27%
Principal Financial Group
73
Principal Financial Group
Iowa
$24.1M 50,166 +1,375 +3%
SC
74
Saybrook Capital
North Carolina
$23.4M 48,762 +457 +0.9%
Fisher Asset Management
75
Fisher Asset Management
Washington
$22.9M 47,783 +22,598 +90%
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