836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CCAM
276
Cascades Capital Asset Management
North Carolina
$2.1M
Wealth Enhancement Advisory Services
277
Wealth Enhancement Advisory Services
Minnesota
$2.1M +$121K +251 +6%
HCA
278
Harbor Capital Advisors
Illinois
$2.04M +$1.44K +3 +0.1%
Janus Henderson Group
279
Janus Henderson Group
United Kingdom
$2.04M -$472K -982 -19%
WorldQuant Millennium Advisors
280
WorldQuant Millennium Advisors
New York
$2.03M -$14.3M -29,781 -88%
CWM
281
Cordatus Wealth Management
Pennsylvania
$2.02M +$16.3K +34 +0.8%
TSMHT
282
Thurston Springer Miller Herd & Titak
Indiana
$2M +$690K +1,436 +53%
AIP
283
Ameritas Investment Partners
Nebraska
$1.99M -$223K -464 -10%
Corient Private Wealth
284
Corient Private Wealth
Florida
$1.98M -$30.7K -64 -2%
NGA
285
Naples Global Advisors
Florida
$1.98M +$52.8K +110 +3%
LAS
286
LWM Advisory Services
Florida
$1.92M
Cambridge Investment Research Advisors
287
Cambridge Investment Research Advisors
Iowa
$1.9M -$17.3K -36 -0.9%
PAM
288
Panagora Asset Management
Massachusetts
$1.88M +$570K +1,186 +43%
AIM
289
Aurora Investment Managers
Florida
$1.87M -$54.3K -113 -3%
VWM
290
Venturi Wealth Management
Texas
$1.82M +$318K +663 +21%
Creative Planning
291
Creative Planning
Kansas
$1.81M +$82.1K +171 +5%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$1.8M -$77.3K -161 -4%
CM
293
Crestline Management
Texas
$1.78M +$1.78M +3,705 New
OAM
294
Ostrum Asset Management
France
$1.76M -$3.36K -7 -0.2%
Allianz Asset Management
295
Allianz Asset Management
Germany
$1.76M -$1.03M -2,142 -37%
MCM
296
Moore Capital Management
New York
$1.74M +$1.74M +3,624 New
MSU
297
Mizuho Securities USA
New York
$1.73M +$544K +1,133 +46%
OIA
298
OneDigital Investment Advisors
Kansas
$1.7M -$70.1K -146 -4%
Envestnet Portfolio Solutions
299
Envestnet Portfolio Solutions
Illinois
$1.68M +$110K +230 +7%
QCM
300
Quantinno Capital Management
New York
$1.66M +$544K +1,133 +49%