Factset
FDS
FDS
797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.
Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Top Buyers
| 1 |
1
Morgan Stanley
New York
|
$764M |
| 2 |
2
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$193M |
| 3 |
3
Citadel Advisors
Miami,
Florida
|
$60.6M |
| 4 |
4
State Street
Boston,
Massachusetts
|
$772M |
| 5 |
5
Millennium Management
New York
|
$48.8M |
Top Sellers
| 1 |
1
JPMorgan Chase & Co
New York
|
$180M |
| 2 |
2
Invesco
Atlanta,
Georgia
|
$150M |
| 3 |
3
BAMCO Inc
New York
|
$1.08B |
| 4 |
4
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$120M |
| 5 |
5
Norges Bank
Oslo,
Norway
|
$15.1M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CTA
851
Colonial Trust Advisors
Spartanburg,
South Carolina
| – | – | -11 | Closed |
|
|
SWA
852
SOA Wealth Advisors
New York
| – | – | -8 | Closed |
|
|
PWMG
853
Private Wealth Management Group
Princeton,
New Jersey
| – | – | -8 | Closed |
|
|
GFL
854
Granite FO LLC
Bedford,
New Hampshire
| – | – | -4 | Closed |
|
|
BHWM
855
Beaird Harris Wealth Management
Dallas,
Texas
| – | – | -2 | Closed |
|
|
PI
856
PEAK6 Investments
Chicago,
Illinois
| – | – | -2 | Closed |
|
|
PIM
857
Plato Investment Management
Sydney, NSW,
Australia
| – | – | -1 | Closed |
|
|
FGAM
858
Financial Gravity Asset Management
Lakeway,
Texas
| – | – | -1 | Closed |
|
859
Simplex Trading
Chicago,
Illinois
| – | – | – | – |
|
|
SPPAM
860
Summit Partners Public Asset Management
Boston,
Massachusetts
| – | – | – | – |
|
|
LPARFS
861
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| – | – | – | – |
|
|
OCM
862
Oribel Capital Management
New York
| – | – | – | – |
|
|
SSG
863
Summit Securities Group
New York
| $0 | 1 | +1 | New |
|