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Factset
FDS

Overview Fund Activity

768 hedge funds and large institutions have $17.1B invested in Factset in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 275 reducing their positions, and 48 closing their positions.

Holders
768
Holders Change
+42
Holders Change %
+5.79%
% of All Funds
11.26%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
101
Increased
249
Reduced
275
Closed
48
Calls
$56.8M
Puts
$38.5M
Net Calls
+$18.3M
Net Calls Change
+$22M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.33B
2
BlackRock
2
BlackRock
New York
$1.66B
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$540M
4
PAM
4
PineStone Asset Management
Quebec, Canada
$78M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$49.7M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$171M
3
KBC Group
3
KBC Group
Belgium
$9.42M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$434M
5
State Street
5
State Street
Massachusetts
$879M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
751
Lee Financial
Texas
$2.39K – – –
BIA
752
Bell Investment Advisors
California
$2.39K +$477 +1 +25%
DPW
753
DiNuzzo Private Wealth
Pennsylvania
$2.39K +$2.39K +5 New
AF
754
Advisornet Financial
Minnesota
$2.39K – – –
SIS
755
Sound Income Strategies
Florida
$2.39K +$1.43K +3 +150%
ADL
756
Asset Dedication LLC
California
$2K – – –
IHWM
757
Iron Horse Wealth Management
Iowa
$1.91K – – –
JGIA
758
Jackson Grant Investment Advisers
Connecticut
$1.91K – – –
HWP
759
Highline Wealth Partners
California
$1.43K – – –
PIM
760
Plato Investment Management
Australia
$1.43K +$1.43K +3 New
DF
761
Dunhill Financial
United Kingdom
$1.29K +$1.29K +3 New
AAP
762
Arax Advisory Partners
Colorado
$955 – – –
BHWM
763
Beaird Harris Wealth Management
Texas
$955 +$955 +2 New
PA
764
PSI Advisors
Florida
$954 – – –
PI
765
PEAK6 Investments
Illinois
$743 -$219K -589 -100%
TFM
766
TFC Financial Management
Massachusetts
$478 – – –
ZB
767
Zions Bancorporation
Utah
$477 – – –
HI
768
Harbour Investments
Wisconsin
$477 +$477 +1 New
DWM
769
Dogwood Wealth Management
Kansas
$2 – – –
ESCM
770
Echo Street Capital Management
New York
– -$134M -306,808 Closed
Connor, Clark & Lunn Investment Management (CC&L)
771
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$4.79M -10,959 Closed
TI
772
Trexquant Investment
Connecticut
– -$3.74M -8,562 Closed
II
773
IFM Investors
Australia
– -$3.41M -7,789 Closed
Walleye Capital
774
Walleye Capital
New York
– -$2.58M -5,903 Closed
CCM
775
Cinctive Capital Management
New York
– -$2.52M -5,767 Closed
29 30
31
32 33