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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.

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 %
AIM
851
Avanda Investment Management
Singapore
– -$2.08M -4,533 Closed
AHB
852
Abner Herrman & Brock
New Jersey
– -$1.84M -4,000 Closed
AFA
853
Abacus FCF Advisors
Florida
– -$1.75M -3,803 Closed
TCM
854
Teza Capital Management
Illinois
– -$1.52M -3,299 Closed
SA
855
SRN Advisors
Pennsylvania
– -$1.34M -2,904 Closed
NC
856
nVerses Capital
Florida
– -$1.06M -2,300 Closed
FT
857
Fiduciary Trust
Massachusetts
– -$998K -2,170 Closed
SW
858
SteelPeak Wealth
California
– -$974K -2,118 Closed
BWM
859
BKM Wealth Management
Wisconsin
– -$952K -2,071 Closed
AC
860
AXQ Capital
New Jersey
– -$769K -1,673 Closed
CIC
861
Cornercap Investment Counsel
Georgia
– -$768K -1,671 Closed
DTL
862
Dynamic Technology Lab
Singapore
– -$716K -1,559 Closed
PTC
863
Petrus Trust Company
Texas
– -$689K -1,499 Closed
Wolverine Trading
864
Wolverine Trading
Illinois
– -$683K -1,489 Closed
FRM
865
Fox Run Management
Connecticut
– -$662K -1,439 Closed
FCM
866
FJ Capital Management
Virginia
– -$590K -1,282 Closed
IMCOOI
867
Investment Management Corp of Ontario (IMCO)
Canada
– -$558K -1,214 Closed
KRSITF
868
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– -$518K -1,126 Closed
GS
869
GTS Securities
New York
– -$455K -990 Closed
STA
870
Summit Trail Advisors
New York
– -$417K -907 Closed
FTDI
871
First Trust Direct Indexing
Massachusetts
– -$416K -905 Closed
Balyasny Asset Management
872
Balyasny Asset Management
Illinois
– -$381K -828 Closed
EWA
873
EP Wealth Advisors
California
– -$364K -791 Closed
BWP
874
Baldwin Wealth Partners
Massachusetts
– -$360K -782 Closed
SEC
875
Seven Eight Capital
New York
– -$340K -740 Closed
33 34
35
36 37