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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 %
N
776
Natixis
France
– -$2.27M -5,188 Closed
VNIM
777
Vaughan Nelson Investment Management
Texas
– -$2.03M -4,650 Closed
GCM
778
Graham Capital Management
Connecticut
– -$1.57M -3,600 Closed
LAS
779
Lloyd Advisory Services
Georgia
– -$1.11M -2,545 Closed
Capstone Investment Advisors
780
Capstone Investment Advisors
New York
– -$910K -2,082 Closed
AFA
781
Abacus FCF Advisors
Florida
– -$896K -2,050 Closed
OCBCO
782
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$827K -1,891 Closed
SIA
783
SkyView Investment Advisors
New Jersey
– -$597K -1,365 Closed
CSS
784
Cubist Systematic Strategies
Connecticut
– -$554K -1,267 Closed
WB
785
WesBanco Bank
West Virginia
– -$528K -1,208 Closed
DCM
786
Dupont Capital Management
Delaware
– -$524K -1,199 Closed
STC
787
Sarah T. Connolly
– -$490K -1,120 Closed
QI
788
Qtron Investments
Massachusetts
– -$420K -961 Closed
ONB
789
Old National Bancorp
Indiana
– -$336K -769 Closed
CW
790
CreativeOne Wealth
Kansas
– -$335K -765 Closed
Optiver Holding
791
Optiver Holding
Netherlands
– -$289K -660 Closed
SWS
792
SYSTM Wealth Solutions
Illinois
– -$242K -554 Closed
FMAEN1
793
Fund Management at Engine No 1
California
– -$239K -546 Closed
UCFA
794
United Capital Financial Advisors
Texas
– -$221K -506 Closed
SFO
795
Stokes Family Office
Louisiana
– -$219K -501 Closed
WBC
796
Westpac Banking Corp
Australia
– -$175K -400 Closed
RTC
797
Riverview Trust Company
Washington
– -$132K -301 Closed
FRA
798
Front Row Advisors
California
– -$46.8K -107 Closed
MIA
799
Milestone Investment Advisors
Wisconsin
– -$45.9K -105 Closed
CSPIA
800
Cary Street Partners Investment Advisory
Virginia
– -$34.1K -78 Closed
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