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Factset
FDS

Overview Fund Activity

408 hedge funds and large institutions have $7.13B invested in Factset in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 125 increasing their positions, 145 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+25
Holders Change %
+6.53%
% of All Funds
9.27%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
66
Increased
125
Reduced
145
Closed
41
Calls
$37.4M
Puts
$39.3M
Net Calls
-$1.88M
Net Calls Change
+$20.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$338M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$210M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$312M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$199M
5
Renaissance Technologies
Renaissance Technologies
New York
$29.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$31.9M
2
Citadel Advisors
Citadel Advisors
Florida
$360K
3
Bank of America
Bank of America
North Carolina
$183M
4
Goldman Sachs
Goldman Sachs
New York
$28.7M
5
NFA
Nationwide Fund Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
201
Vident Investment Advisory
Georgia
$1.03M +$451K +2,340 +78%
HighTower Advisors
202
HighTower Advisors
Illinois
$1M -$126K -653 -11%
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$987K -$1.73K -9 -0.2%
EHWM
204
Eads & Heald Wealth Management
Georgia
$975K +$14.1K +73 +1%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$941K +$37.8K +196 +4%
SAM
206
Securian Asset Management
Minnesota
$929K -$28.7K -149 -3%
CS
207
Comerica Securities
Michigan
$929K -$17.5K -91 -2%
PA
208
Profund Advisors
Maryland
$923K +$39.5K +205 +4%
EMG
209
Ellington Management Group
Connecticut
$906K -$308K -1,600 -25%
DWM
210
Doyle Wealth Management
Florida
$906K +$771 +4 +0.1%
Mirae Asset Global Investments
211
Mirae Asset Global Investments
South Korea
$905K +$905K +4,697 New
Wolverine Trading
212
Wolverine Trading
Illinois
$903K +$87.6K +454 +11%
D.E. Shaw & Co
213
D.E. Shaw & Co
New York
$884K +$321K +1,668 +57%
MCM
214
MAI Capital Management
Ohio
$875K +$1.54K +8 +0.2%
FAAS
215
First Allied Advisory Services
California
$864K +$121K +623 +16%
Bank of Nova Scotia
216
Bank of Nova Scotia
Ontario, Canada
$821K – – –
WGCA
217
Wolf Group Capital Advisors
Virginia
$810K +$106K +552 +15%
ACI
218
AMP Capital Investors
Australia
$780K -$1.02M -5,300 -57%
LWCFA
219
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$774K +$4.82K +25 +0.6%
CB
220
Commerce Bank
Missouri
$768K -$33.1K -172 -4%
MML Investors Services
221
MML Investors Services
Massachusetts
$767K +$92.1K +478 +14%
FFBTD
222
First Financial Bank - Trust Division
Ohio
$737K -$2.7K -14 -0.4%
William Blair & Company
223
William Blair & Company
Illinois
$722K -$56.1K -291 -7%
JPMPWA
224
J.P. Morgan Private Wealth Advisors
California
$716K -$43.6K -226 -6%
Holocene Advisors
225
Holocene Advisors
New York
$675K +$675K +3,502 New
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