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Factset

797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
276
Ameritas Investment Partners
Nebraska
$1.9M +$81.7K +200 +4%
SC
277
Sepio Capital
Utah
$1.87M -$14.7K -36 -0.8%
WA
278
Waverly Advisors
Alabama
$1.86M +$1.86M +4,562 New
IIA
279
ICW Investment Advisors
Arizona
$1.8M -$19.6K -48 -1%
CIA
280
Concurrent Investment Advisors
Florida
$1.76M +$181K +444 +11%
Wealth Enhancement Advisory Services
281
Wealth Enhancement Advisory Services
Minnesota
$1.73M +$201K +492 +13%
PI
282
PineBridge Investments
New York
$1.72M +$1.72M +4,217 New
CWM
283
Cordatus Wealth Management
Pennsylvania
$1.7M +$1.7M +4,169 New
UM
284
UniSuper Management
Australia
$1.67M +$690K +1,689 +71%
MFS
285
Mirabella Financial Services
United Kingdom
$1.65M +$1.65M +4,046 New
CM
286
Crestline Management
Texas
$1.64M -$351K -860 -18%
Corient Private Wealth
287
Corient Private Wealth
Florida
$1.63M -$161K -395 -9%
LAS
288
LWM Advisory Services
Florida
$1.63M
AHB
289
Abner Herrman & Brock
New Jersey
$1.63M
PIM
290
Penobscot Investment Management
Massachusetts
$1.63M -$531K -1,300 -25%
AIM
291
Aurora Investment Managers
Florida
$1.63M -$39.2K -96 -2%
Bank of Nova Scotia
292
Bank of Nova Scotia
Ontario, Canada
$1.63M -$328K -803 -17%
Public Employees Retirement Association of Colorado
293
Public Employees Retirement Association of Colorado
Colorado
$1.6M -$25.7K -63 -2%
STAS
294
Strong Tower Advisory Services
Minnesota
$1.59M +$247K +604 +18%
NGA
295
Naples Global Advisors
Florida
$1.58M +$331K +810 +26%
Creative Planning
296
Creative Planning
Kansas
$1.58M -$247K -606 -14%
O
297
Ossiam
France
$1.57M +$275K +674 +21%
CPBTD
298
Central Pacific Bank - Trust Division
Hawaii
$1.56M +$23.7K +58 +2%
OAM
299
Ostrum Asset Management
France
$1.54M -$120K -295 -7%
SMDAM
300
Sumitomo Mitsui DS Asset Management
Japan
$1.53M +$25.3K +62 +2%