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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CIAM
826
Caitong International Asset Management
Hong Kong
$961 +$961 +2 New
GFPC
827
Global Financial Private Client
Florida
$961 +$961 +2 New
BF
828
BOK Financial
Oklahoma
$906 +$453 +1 +100%
TFM
829
TFC Financial Management
Massachusetts
$481 – – –
WCM
830
WealthTrak Capital Management
Virginia
$481 +$481 +1 New
WA
831
WestEnd Advisors
North Carolina
$480 – – –
ZB
832
Zions Bancorporation
Utah
$480 – – –
T
833
Transce3nd
Texas
$480 +$480 +1 New
PWM
834
Parkworth Wealth Management
California
$480 +$480 +1 New
NC
835
NewSquare Capital
Pennsylvania
$480 +$480 +1 New
YDMI
836
Y.D. More Investments
Israel
$61 +$33 +25 +119%
IAIM
837
International Assets Investment Management
Florida
– -$184 -84,612 Closed
Qube Research & Technologies (QRT)
838
Qube Research & Technologies (QRT)
United Kingdom
– -$33.6M -73,027 Closed
Rockefeller Capital Management
839
Rockefeller Capital Management
New York
– -$22.1M -47,988 Closed
TI
840
Trexquant Investment
Connecticut
– -$12.6M -27,485 Closed
Hudson Bay Capital Management
841
Hudson Bay Capital Management
Connecticut
– -$11M -24,000 Closed
BAM
842
Bell Asset Management
Australia
– -$6.53M -14,196 Closed
Two Sigma Advisers
843
Two Sigma Advisers
New York
– -$5.7M -12,400 Closed
Artisan Partners
844
Artisan Partners
Wisconsin
– -$3.67M -7,980 Closed
XT
845
XTX Topco
Cayman Islands
– -$3.11M -6,771 Closed
Simplex Trading
846
Simplex Trading
Illinois
– -$3.1M -6,733 Closed
QT
847
Quantbot Technologies
New York
– -$3.05M -6,633 Closed
FC
848
FORA Capital
Florida
– -$2.82M -6,137 Closed
AAM
849
Azzad Asset Management
Virginia
– -$2.32M -5,051 Closed
EP
850
Edgestream Partners
New Jersey
– -$2.17M -4,720 Closed
32 33
34
35 36