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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 %
MPM
876
MBB Public Markets
Illinois
– -$331K -720 Closed
ACGA
877
Atlanta Consulting Group Advisors
Georgia
– -$304K -661 Closed
PGFC
878
Peapack-Gladstone Financial Corp
New Jersey
– -$304K -660 Closed
GAM
879
Gotham Asset Management
New York
– -$291K -633 Closed
OTL
880
Oak Thistle LLC
New York
– -$290K -631 Closed
EC
881
EntryPoint Capital
New York
– -$276K -600 Closed
DEA
882
DoubleLine ETF Adviser
Florida
– -$264K -575 Closed
CM
883
Capula Management
Cayman Islands
– -$260K -566 Closed
IFU
884
iSAM Funds (UK)
United Kingdom
– -$234K -509 Closed
PA
885
Pinnacle Associates
New York
– -$242K -507 Closed
DFCM
886
Dark Forest Capital Management
Puerto Rico
– -$222K -483 Closed
FCM
887
Fourpath Capital Management
Oklahoma
– -$119K -259 Closed
PS
888
Planned Solutions
California
– -$101K -220 Closed
CPA
889
Capital Performance Advisors
California
– -$34K -74 Closed
QL
890
Quarry LP
New York
– -$34K -74 Closed
CCA
891
Catalyst Capital Advisors
New York
– -$25.8K -56 Closed
TIM
892
Thompson Investment Management
Wisconsin
– -$22.1K -48 Closed
AF
893
Arrow Financial
New York
– -$18.9K -41 Closed
OA
894
Operose Advisors
Wisconsin
– -$15.6K -34 Closed
RS
895
Rakuten Securities
Japan
– -$9.2K -20 Closed
HGERS
896
Householder Group Estate & Retirement Specialist
Arizona
– -$7K -16 Closed
CFG
897
Copley Financial Group
California
– -$4.14K -9 Closed
NS
898
NBC Securities
Alabama
– -$3K -8 Closed
FPF
899
First Pacific Financial
Washington
– -$3.22K -7 Closed
ANBT
900
American National Bank & Trust
Texas
– -$2.76K -6 Closed
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