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 %
BCIM
301
British Columbia Investment Management
British Columbia, Canada
$1.51M
TRSOTSOK
302
Teachers Retirement System of the State of Kentucky
Kentucky
$1.5M
BTWM
303
Baker Tilly Wealth Management
Wisconsin
$1.48M -$1.47M -3,366 -50%
PCIA
304
Prime Capital Investment Advisors
Kansas
$1.47M -$349K -799 -19%
PA
305
PFG Advisors
Arizona
$1.47M
STAS
306
Strong Tower Advisory Services
Minnesota
$1.4M +$3.5K +8 +0.3%
PAM
307
Panagora Asset Management
Massachusetts
$1.39M -$89.6K -205 -6%
MWM
308
Mission Wealth Management
California
$1.39M +$24.9K +57 +2%
KRS
309
Kentucky Retirement Systems
Kentucky
$1.35M -$2.19K -5 -0.2%
DILIC
310
Dai-ichi Life Insurance Company
Japan
$1.33M
Pacer Advisors
311
Pacer Advisors
Pennsylvania
$1.3M +$32.4K +74 +3%
VWM
312
Venturi Wealth Management
Texas
$1.3M +$8.31K +19 +0.6%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$1.3M +$170K +389 +15%
OPERF
314
Oregon Public Employees Retirement Fund
Oregon
$1.29M -$59.9K -137 -4%
PFO
315
Pathstone Family Office
New Jersey
$1.29M +$459K +1,050 +55%
MSRPS
316
Maryland State Retirement & Pension System
Maryland
$1.29M
ST
317
Spinnaker Trust
Maine
$1.28M
AWM
318
Axxcess Wealth Management
California
$1.27M +$234K +535 +23%
NGA
319
Naples Global Advisors
Florida
$1.26M +$10.9K +25 +0.9%
SAM
320
Securian Asset Management
Minnesota
$1.2M -$255K -583 -18%
ASN
321
Advisory Services Network
Georgia
$1.19M -$47.7K -109 -4%
CFB
322
Cullen/Frost Bankers
Texas
$1.18M
PWG
323
Portside Wealth Group
Utah
$1.15M +$39.7K +91 +4%
HIMCH
324
Hartford Investment Management Co (HIMCO)
Connecticut
$1.14M -$41.5K -95 -4%
DT
325
Diversified Trust
Tennessee
$1.13M +$24K +55 +2%