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Factset
FDS

Overview Fund Activity

587 hedge funds and large institutions have $11.6B invested in Factset in 2020 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 186 increasing their positions, 204 reducing their positions, and 53 closing their positions.

Holders
587
Holders Change
+28
Holders Change %
+5.01%
% of All Funds
10.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
87
Increased
186
Reduced
204
Closed
53
Calls
$16.8M
Puts
$13.9M
Net Calls
+$2.83M
Net Calls Change
+$2.46M

Top Buyers

1
KBC Group
1
KBC Group
Belgium
$299M
2
ESCM
2
Echo Street Capital Management
New York
$115M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$37.6M
4
BlackRock
4
BlackRock
New York
$1.55B
5
Victory Capital Management
5
Victory Capital Management
Texas
$55.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$304M
2
Norges Bank
2
Norges Bank
Norway
$36.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$832M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.9M
5
Man Group
5
Man Group
United Kingdom
$8.84M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.55B 4,668,891 +101,926 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.25B 3,767,467 +24,386 +0.7%
BAMCO Inc
3
BAMCO Inc
New York
$897M 2,698,651 -27,694 -1%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$832M 2,502,880 -171,230 -6%
Wells Fargo
5
Wells Fargo
California
$583M 1,754,300 -22,066 -1%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$540M 1,622,999 -12,541 -0.8%
State Street
7
State Street
Massachusetts
$476M 1,432,265 +4,599 +0.3%
Morgan Stanley
8
Morgan Stanley
New York
$304M 915,346 -285,930 -24%
KBC Group
9
KBC Group
Belgium
$299M 163,394 +32,152 +24%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$294M 884,721 +13,133 +2%
Bank of America
11
Bank of America
North Carolina
$243M 729,943 -71,262 -9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$181M 544,698 +15,062 +3%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$176M 529,877 +5,259 +1%
ACM
14
Atlanta Capital Management
Georgia
$135M 406,835 -415 -0.1%
Northern Trust
15
Northern Trust
Illinois
$132M 396,761 -2,639 -0.7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$130M 392,086 -31,886 -8%
ESCM
17
Echo Street Capital Management
New York
$115M 347,195 +169,504 +95%
Legal & General Group
18
Legal & General Group
United Kingdom
$98.8M 297,029 +6,177 +2%
A
19
AustralianSuper
Australia
$89.5M 269,301 +77,701 +41%
Ameriprise
20
Ameriprise
Minnesota
$87.8M 263,939 -16,270 -6%
ACM
21
American Capital Management
New York
$83.8M 252,126 -475 -0.2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$79M 237,618 +10,911 +5%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$70.5M 212,169 -9,442 -4%
Charles Schwab
24
Charles Schwab
California
$70.2M 211,053 -3,437 -2%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$69.9M 210,182 -130,506 -38%
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