726 hedge funds and large institutions have $15.1B invested in Factset in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 252 increasing their positions, 247 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.58%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
60
Increased
252
Reduced
247
Closed
60
Calls
$94.2M
Puts
$97.9M
Net Calls
-$3.67M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BBVA
276
Banco Bilbao Vizcaya Argentaria
Spain
$1.81M -$5.51M -12,660 -75%
VLKIM
277
Van Lanschot Kempen Investment Management
Netherlands
$1.79M +$87.5K +200 +5%
NAM
278
Nissay Asset Management
Japan
$1.79M +$54.7K +125 +3%
LAS
279
LWM Advisory Services
Florida
$1.75M
AHB
280
Abner Herrman & Brock
New Jersey
$1.75M
JPMPWA
281
J.P. Morgan Private Wealth Advisors
California
$1.74M -$659K -1,507 -27%
Creative Planning
282
Creative Planning
Kansas
$1.74M +$244K +557 +16%
PIM
283
Profit Investment Management
Maryland
$1.71M -$38.5K -88 -2%
EHWM
284
Eads & Heald Wealth Management
Georgia
$1.68M -$56.8K -130 -3%
CS
285
Candriam SCA
Luxembourg
$1.67M -$102K -234 -6%
CGH
286
Crossmark Global Holdings
Texas
$1.65M -$59.4K -131 -3%
GC
287
Guggenheim Capital
Illinois
$1.61M -$3.12M -7,144 -66%
TFCM
288
Taylor Frigon Capital Management
Arizona
$1.59M +$24.9K +57 +2%
AWM
289
AE Wealth Management
Kansas
$1.58M +$35.9K +82 +2%
SMDAM
290
Sumitomo Mitsui DS Asset Management
Japan
$1.58M -$2.19K -5 -0.1%
GCM
291
Graham Capital Management
Connecticut
$1.57M +$1.57M +3,600 New
Wealth Enhancement Advisory Services
292
Wealth Enhancement Advisory Services
Minnesota
$1.57M +$1.57M +3,596 New
OIA
293
OneDigital Investment Advisors
Kansas
$1.57M +$9.62K +22 +0.6%
GIBU
294
Gulf International Bank (UK)
United Kingdom
$1.56M -$131K -300 -8%
SIS
295
Strategic Investment Solutions
Illinois
$1.56M +$1.53M +3,596 +6,200%
FAM
296
Formidable Asset Management
Ohio
$1.55M -$25.4K -58 -2%
Bank of Nova Scotia
297
Bank of Nova Scotia
Ontario, Canada
$1.55M +$191K +437 +14%
VPIM
298
Vanguard Personalized Indexing Management
California
$1.54M +$134K +307 +10%
JF
299
Jump Financial
Illinois
$1.53M +$1.22M +2,783 +388%
WGCA
300
Wolf Group Capital Advisors
Virginia
$1.53M -$16.2K -37 -1%