774 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
11.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
68
Increased
288
Reduced
252
Closed
58
Calls
$51.7M
Puts
$31.5M
Net Calls
+$20.1M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
276
Creative Planning
Kansas
$2.03M +$148K +325 +8%
AIP
277
Ameritas Investment Partners
Nebraska
$2.03M +$4.54K +10 +0.2%
IIA
278
ICW Investment Advisors
Arizona
$2.02M +$19.5K +43 +1%
Corient Private Wealth
279
Corient Private Wealth
Florida
$2M +$98.2K +216 +5%
NA
280
NewEdge Advisors
Louisiana
$1.98M +$30.9K +68 +2%
CS
281
Candriam SCA
Luxembourg
$1.96M +$221K +487 +13%
KWM
282
Kingsview Wealth Management
Oregon
$1.88M -$4.54K -10 -0.2%
AIM
283
Aurora Investment Managers
Florida
$1.86M -$392K -863 -17%
OAM
284
Ostrum Asset Management
France
$1.85M +$389K +855 +27%
Millennium Management
285
Millennium Management
New York
$1.83M -$44.3M -97,494 -96%
AHB
286
Abner Herrman & Brock
New Jersey
$1.82M
LAS
287
LWM Advisory Services
Florida
$1.82M
Public Employees Retirement Association of Colorado
288
Public Employees Retirement Association of Colorado
Colorado
$1.81M -$114K -251 -6%
PCIA
289
Prime Capital Investment Advisors
Kansas
$1.76M +$6.36K +14 +0.4%
CIA
290
Concurrent Investment Advisors
Florida
$1.75M +$182K +400 +12%
Cerity Partners
291
Cerity Partners
New York
$1.75M +$1.39M +3,055 +380%
LCM
292
Logan Capital Management
Pennsylvania
$1.74M -$155K -340 -8%
EHWM
293
Eads & Heald Wealth Management
Georgia
$1.71M -$14.5K -32 -0.8%
BCV
294
Banque Cantonale Vaudoise
Switzerland
$1.71M -$1.7M -3,745 -50%
BAMF
295
BI Asset Management Fondsmaeglerselskab
Denmark
$1.7M +$1.12M +2,464 +192%
Wealth Enhancement Advisory Services
296
Wealth Enhancement Advisory Services
Minnesota
$1.7M +$4.54K +10 +0.3%
CAM
297
Cresset Asset Management
Illinois
$1.69M +$466K +1,026 +38%
SMDAM
298
Sumitomo Mitsui DS Asset Management
Japan
$1.68M -$454 -1 -0%
CPBTD
299
Central Pacific Bank - Trust Division
Hawaii
$1.66M +$1.66M +3,751 New
TFCM
300
Taylor Frigon Capital Management
Arizona
$1.61M +$10K +22 +0.6%