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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 %
AIM
276
Avanda Investment Management
Singapore
$2.08M -$1.72M -3,732 -45%
SC
277
Sepio Capital
Utah
$2.08M -$20.7K -45 -1%
N
278
Numerai
California
$2.06M +$2.06M +4,484 New
SCM
279
Sterling Capital Management
North Carolina
$2.05M +$2.05M +4,450 New
CCAM
280
Cascades Capital Asset Management
North Carolina
$2.01M +$2.01M +4,379 New
UM
281
UniSuper Management
Australia
$1.99M +$110K +240 +6%
CIA
282
Concurrent Investment Advisors
Florida
$1.98M +$460 +1 +0%
HCA
283
Harbor Capital Advisors
Illinois
$1.95M +$842K +1,830 +76%
Corient Private Wealth
284
Corient Private Wealth
Florida
$1.92M +$83.7K +182 +5%
CWM
285
Cordatus Wealth Management
Pennsylvania
$1.91M -$3.22K -7 -0.2%
Wealth Enhancement Advisory Services
286
Wealth Enhancement Advisory Services
Minnesota
$1.89M -$52.9K -115 -3%
NGA
287
Naples Global Advisors
Florida
$1.84M +$62.1K +135 +3%
LAS
288
LWM Advisory Services
Florida
$1.84M
AHB
289
Abner Herrman & Brock
New Jersey
$1.84M
Cambridge Investment Research Advisors
290
Cambridge Investment Research Advisors
Iowa
$1.84M +$973K +2,117 +113%
KNW
291
Kesler Norman & Wride
Utah
$1.81M -$683K -1,485 -27%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$1.8M
SWM
293
Spire Wealth Management
Virginia
$1.78M -$2.91M -6,325 -62%
SMDAM
294
Sumitomo Mitsui DS Asset Management
Japan
$1.76M +$31.7K +69 +2%
AFA
295
Abacus FCF Advisors
Florida
$1.75M +$1.75M +3,803 New
OIA
296
OneDigital Investment Advisors
Kansas
$1.69M +$18.4K +40 +1%
OAM
297
Ostrum Asset Management
France
$1.69M -$45.1K -98 -3%
PIM
298
Penobscot Investment Management
Massachusetts
$1.69M -$147K -320 -8%
CAM
299
Cresset Asset Management
Illinois
$1.69M +$3.22K +7 +0.2%
Creative Planning
300
Creative Planning
Kansas
$1.66M -$119K -258 -7%