FDS icon

Factset
FDS

Overview Fund Activity

774 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
11.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
68
Increased
288
Reduced
252
Closed
58
Calls
$51.7M
Puts
$31.5M
Net Calls
+$20.1M
Net Calls Change
+$1.8M

Top Buyers

1
Invesco
Invesco
Georgia
$209M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$202M
3
UBS Group
UBS Group
Switzerland
$55.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$440M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
$65.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$639M
2
Millennium Management
Millennium Management
New York
$1.83M
3
State Street
State Street
Massachusetts
$804M
4
CIP
Champlain Investment Partners
Vermont
$164M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
751
Webster Bank
Connecticut
$2.73K +$2.73K +6 New
BCMLT
752
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.73K +$2.73K +6 New
HCP
753
Hexagon Capital Partners
Arkansas
$2.27K -$7.73K -17 -77%
DPW
754
DiNuzzo Private Wealth
Pennsylvania
$2.27K – – –
AF
755
Advisornet Financial
Minnesota
$2.27K – – –
BIA
756
Bell Investment Advisors
California
$2.27K – – –
AAP
757
Arax Advisory Partners
Colorado
$2.27K +$1.36K +3 +150%
ADL
758
Asset Dedication LLC
California
$2K – – –
JGIA
759
Jackson Grant Investment Advisers
Connecticut
$1.82K – – –
IHWM
760
Iron Horse Wealth Management
Iowa
$1.82K – – –
GFL
761
Granite FO LLC
New Hampshire
$1.65K +$1.65K +4 New
DF
762
Dunhill Financial
United Kingdom
$1.45K – – –
HWP
763
Highline Wealth Partners
California
$1.36K – – –
CA
764
Continuum Advisory
Idaho
$1.31K +$1.31K +3 New
PA
765
PSI Advisors
Florida
$909 – – –
BHWM
766
Beaird Harris Wealth Management
Texas
$909 – – –
TFM
767
TFC Financial Management
Massachusetts
$909 +$455 +1 +100%
WPA
768
West Paces Advisors
Georgia
$909 +$909 +2 New
PI
769
PEAK6 Investments
Illinois
$898 – – –
A
770
AlphaQuest
New York
$454 -$194K -428 -100%
PIM
771
Plato Investment Management
Australia
$454 -$908 -2 -67%
ZB
772
Zions Bancorporation
Utah
$454 – – –
HI
773
Harbour Investments
Wisconsin
$454 – – –
FGAM
774
Financial Gravity Asset Management
Texas
$402 +$402 +1 New
DWM
775
Dogwood Wealth Management
Kansas
$2 -$2 – –
29 30
31
32 33