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Factset

820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$2.56M +$190K +414 +8%
N
252
Natixis
France
$2.53M +$312K +678 +14%
Credit Agricole
253
Credit Agricole
France
$2.46M +$97.9K +213 +4%
OAM
254
Oppenheimer Asset Management
New York
$2.45M -$3.68K -8 -0.1%
NA
255
NewEdge Advisors
Louisiana
$2.44M +$20.2K +44 +0.8%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$2.41M -$256K -557 -10%
VAS
257
Vestmark Advisory Solutions
Massachusetts
$2.4M +$460 +1 +0%
Janus Henderson Group
258
Janus Henderson Group
United Kingdom
$2.4M -$92K -200 -4%
Cerity Partners
259
Cerity Partners
New York
$2.36M +$1.46M +3,183 +164%
AAM
260
Azzad Asset Management
Virginia
$2.32M -$2.3K -5 -0.1%
NYLIM
261
New York Life Investment Management
New York
$2.32M -$81.4K -177 -3%
FPFS
262
First Personal Financial Services
North Carolina
$2.3M +$3.22K +7 +0.1%
WA
263
Waverly Advisors
Alabama
$2.28M +$183K +397 +9%
APG Asset Management
264
APG Asset Management
Netherlands
$2.27M -$1.5M -3,635 -40%
NAM
265
Nissay Asset Management
Japan
$2.24M +$57K +124 +3%
Bank of Nova Scotia
266
Bank of Nova Scotia
Ontario, Canada
$2.24M +$409K +889 +22%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$2.24M -$442K -962 -17%
YCM
268
Yousif Capital Management
Michigan
$2.2M -$58.9K -128 -3%
STAS
269
Strong Tower Advisory Services
Minnesota
$2.2M +$408K +887 +23%
CS
270
Candriam SCA
Luxembourg
$2.19M -$123K -268 -5%
EP
271
Edgestream Partners
New Jersey
$2.17M +$2.17M +4,720 New
MOACM
272
Mutual of America Capital Management
New York
$2.15M -$55.6K -121 -3%
AIP
273
Ameritas Investment Partners
Nebraska
$2.12M -$21.6K -47 -1%
GT
274
Greenleaf Trust
Michigan
$2.09M +$1.81M +3,936 +654%
IIA
275
ICW Investment Advisors
Arizona
$2.09M +$64.4K +140 +3%