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Get Institutions for : 
Factset Research Systems Inc (FDS)  
$428.25 4.89 (1.16%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 739    5
Total shares held : 
34,327,839  
% of shares held : 
90.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
144,725  
% of shares held change : 
  0.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$436.07  
Last Quarter's Ending Price : 
$477.05  
Last Quarter's Average Price
$450.01  
Change from last quarter's     
avg. price to the last closing  : 
21.76 (4.84%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
52
 186,429
 0.54%
 
Increased Positions :
257
 1,208,308
 3.52%
 
Unchanged Positions :
164
 494,856
 1.44%
 
Decreased Positions :
266
-869,547
-2.53%
 
Closed Positions :
47
-380,465
-1.11%
 
Guru Positions :
1
20,170
 0.06%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Crewe Advisors LLC 331 *Closed 2023-12-31 0 $0 -1
   Front Row Advisors LLC 458 *Closed 2023-12-31 0 $0 -107
   Milestone Investment Advisors LLC 137 *Closed 2023-12-31 0 $0 -105
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -2,154
   Tradition Wealth Management LLC 1253 *Closed 2023-12-31 0 $0 -9
   PFW Advisors LLC 125 *Closed 2024-03-31 0 $0 -422
   Cubist Systematic Strategies LLC 2139 *Closed 2023-12-31 0 $0 -1,267
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1072 *Closed 2023-12-31 0 $0 -506
   HB Wealth Management LLC *Closed 2024-03-31 0 $0 -423
   Kula Investments LLC 650 *Closed 2023-03-31 0 $0 -1,390
   Impax Asset Management Group plc 315 *Closed 2024-03-31 0 $0 -860
   Investors Research Corp 1024 *Closed 2023-12-31 0 $0 -17
   Glassman Wealth Services 1076 *Closed 2024-03-31 0 $0 -64
   Walleye Trading Advisors LLC 2085 *Closed 2023-12-31 0 $0 -5,903
   GRAHAM CAPITAL MANAGEMENT LP 1025 *Closed 2023-12-31 0 $0 -3,600
   NATIXIS 1029 *Closed 2023-12-31 0 $0 -5,188
   Fund Management at Engine No. 1 LLC 147 *Closed 2023-12-31 0 $0 -546
   GRADIENT INVESTMENTS LLC 1335 *Closed 2024-03-31 0 $0 -9
   FORA Capital LLC 457 *Closed 2024-03-31 0 $0 -4,667
   SkyView Investment Advisors LLC 185 *Closed 2023-12-31 0 $0 -1,365
   Summit Global Investments *Closed 2024-03-31 0 $0 -794
   Oversea-Chinese Banking CORP Ltd 342 *Closed 2023-12-31 0 $0 -1,891
   Connor Clark & Lunn Investment Management Ltd. 1547 *Closed 2023-12-31 0 $0 -10,959
   Delos Wealth Advisors LLC 304 *Closed 2023-12-31 0 $0 -43
   VIRGINIA RETIREMENT SYSTEMS ET AL 1041 *Closed 2023-09-30 0 $0 -1,152
   Connolly Sarah T. 54 *Closed 2023-12-31 0 $0 -1,120
   AlphaCrest Capital Management LLC 583 *Closed 2022-12-31 0 $0 -876
   Curated Wealth Partners LLC 64 *Closed 2024-03-31 0 $0 -993
   Quantamental Technologies LLC 518 *Closed 2023-09-30 0 $0 -2,285
   SIMPLEX TRADING LLC 3150 *Closed 2024-03-31 0 $0 -888
   Change Path LLC 638 *Closed 2023-12-31 0 $0 -765
   Trexquant Investment LP 1864 *Closed 2023-12-31 0 $0 -8,562
   BerganKDV Wealth Management LLC 1026 *Closed 2023-06-30 0 $0 -5
   Turtle Creek Wealth Advisors LLC *Closed 2024-03-31 0 $0 -21
   Planned Solutions Inc. 483 *Closed 2024-03-31 0 $0 -220
   VERITABLE LP 780 *Closed 2023-09-30 0 $0 -1,060
   Qtron Investments LLC 477 *Closed 2023-12-31 0 $0 -961
   Acrisure Capital Management LLC 193 *Closed 2023-06-30 0 $0 -1,235
   AustralianSuper Pty Ltd 260 *Closed 2024-03-31 0 $0 -15,466
   BAKER AVENUE ASSET MANAGEMENT, LP 1513 *Closed 2023-12-31 0 $0 -26
   Teza Capital Management LLC 747 *Closed 2023-09-30 0 $0 -945
   Cinctive Capital Management LP 486 *Closed 2023-12-31 0 $0 -5,767
   PFS Partners LLC 488 *Closed 2024-03-31 0 $0 -12
   Annapolis Financial Services LLC 462 *Closed 2024-03-31 0 $0 -391
   Stokes Family Office LLC 335 *Closed 2023-12-31 0 $0 -501
   Wedmont Private Capital 617 *Closed 2024-03-31 0 $0 -485
   Tyche Wealth Partners LLC 293 *Closed 2024-03-31 0 $0 -598
   Opal Wealth Advisors LLC 360 *Closed 2024-03-31 0 $0 -1,001
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 893 *Closed 2023-12-31 0 $0 0
   Optiver Holding B.V. 303 *Closed 2023-12-31 0 $0 -660
   WESTPAC BANKING CORP 480 *Closed 2023-12-31 0 $0 -400

  51 Records found
  1    
  Page 1 of 1
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