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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 %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$13.3M -$543K -1,130 -4%
P
102
&Partners
Tennessee
$13.1M +$6.74M +14,216 +105%
Victory Capital Management
103
Victory Capital Management
Texas
$12.9M -$1.83M -3,804 -12%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$12.9M +$3.45M +7,186 +37%
CF
105
Canoe Financial
Alberta, Canada
$12.3M +$822K +1,711 +7%
APG Asset Management
106
APG Asset Management
Netherlands
$12.3M +$9.74M +21,000 +382%
TC
107
TownSquare Capital
Utah
$12.2M +$646K +1,345 +6%
Norges Bank
108
Norges Bank
Norway
$12.1M +$12.1M +25,260 New
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$12.1M -$263K -547 -2%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$11.9M -$601K -1,251 -5%
MWM
111
Moran Wealth Management
Florida
$11.8M +$318K +662 +3%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M -$1.08M -2,250 -8%
KCM
113
Kennedy Capital Management
Missouri
$11.6M -$290K -603 -2%
MIF
114
Mediolanum International Funds
Ireland
$11.4M +$2.99M +6,207 +35%
SFI
115
Susquehanna Fundamental Investments
Pennsylvania
$11.4M +$11.4M +23,748 New
PE
116
Point72 Europe
United Kingdom
$11.2M +$3.31M +6,900 +42%
Truist Financial
117
Truist Financial
North Carolina
$11.1M -$219K -455 -2%
Aviva
118
Aviva
United Kingdom
$11M -$29.3M -60,910 -73%
Pictet Asset Management
119
Pictet Asset Management
Switzerland
$11M +$1.26M +2,620 +13%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$10.9M +$98.5K +205 +0.9%
HFS
121
Hantz Financial Services
Michigan
$10.1M -$384K -800 -4%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$10.1M -$197K -410 -2%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$10.1M -$1.07M -2,218 -10%
JWM
124
JGP Wealth Management
Oregon
$10M +$127K +265 +1%
Franklin Resources
125
Franklin Resources
California
$9.97M +$4.06M +8,454 +69%
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5
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