731 hedge funds and large institutions have $13.7B invested in Factset in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
11.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
247
Reduced
257
Closed
59
Calls
$31.2M
Puts
$41.7M
Net Calls
-$10.6M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
276
Kingsview Wealth Management
Oregon
$1.76M -$174K -435 -9%
FT
277
Fiduciary Trust
Massachusetts
$1.75M +$1.75M +4,371 New
CWM
278
Cordatus Wealth Management
Pennsylvania
$1.74M +$1.74M +4,350 New
OAM
279
Ostrum Asset Management
France
$1.72M +$1.6K +4 +0.1%
NA
280
NewEdge Advisors
Louisiana
$1.71M -$121K -301 -7%
Corient Private Wealth
281
Corient Private Wealth
Florida
$1.71M -$53.3K -133 -3%
IIA
282
ICW Investment Advisors
Arizona
$1.67M +$15.6K +39 +0.9%
PCIA
283
Prime Capital Investment Advisors
Kansas
$1.67M +$21.2K +53 +1%
AIM
284
Achmea Investment Management
Netherlands
$1.67M +$402K +1,002 +32%
CGH
285
Crossmark Global Holdings
Texas
$1.65M +$46.3K +106 +3%
MWM
286
Mattern Wealth Management
Kansas
$1.64M +$247K +616 +18%
CS
287
Candriam SCA
Luxembourg
$1.62M -$710K -1,772 -30%
SWP
288
Strategic Wealth Partners
Ohio
$1.62M +$1.62M +4,040 New
FC
289
FORA Capital
Florida
$1.62M +$1.62M +4,038 New
AHB
290
Abner Herrman & Brock
New Jersey
$1.6M
LAS
291
LWM Advisory Services
Florida
$1.6M
PIM
292
Profit Investment Management
Maryland
$1.6M -$12K -30 -0.7%
NAM
293
Nissay Asset Management
Japan
$1.59M -$38.1K -95 -2%
EHWM
294
Eads & Heald Wealth Management
Georgia
$1.59M -$105K -261 -6%
VLKIM
295
Van Lanschot Kempen Investment Management
Netherlands
$1.56M -$24K -60 -2%
EP
296
Edgestream Partners
New Jersey
$1.56M +$1.56M +3,900 New
GIBU
297
Gulf International Bank (UK)
United Kingdom
$1.55M -$460K -1,148 -23%
NIMI
298
Natixis Investment Managers International
France
$1.46M -$75.3K -188 -5%
FAM
299
Formidable Asset Management
Ohio
$1.45M -$97.8K -244 -6%
SMDAM
300
Sumitomo Mitsui DS Asset Management
Japan
$1.45M +$238K +595 +20%