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 %
CGH
301
Crossmark Global Holdings
Texas
$1.59M -$39.5K -87 -2%
OIA
302
OneDigital Investment Advisors
Kansas
$1.56M -$68.2K -150 -4%
MWM
303
Mission Wealth Management
California
$1.54M +$10.9K +24 +0.7%
PA
304
PFG Advisors
Arizona
$1.51M -$210K -463 -12%
BTWM
305
Baker Tilly Wealth Management
Wisconsin
$1.5M +$17.3K +38 +1%
PWG
306
Portside Wealth Group
Utah
$1.49M +$121K +266 +9%
CAN
307
Cetera Advisor Networks
California
$1.49M +$198K +435 +15%
OPERF
308
Oregon Public Employees Retirement Fund
Oregon
$1.48M -$407K -895 -22%
KJHP
309
K.J. Harrison & Partners
Ontario, Canada
$1.48M
STAS
310
Strong Tower Advisory Services
Minnesota
$1.45M +$60.2K +136 +4%
TRSOTSOK
311
Teachers Retirement System of the State of Kentucky
Kentucky
$1.45M -$37.7K -83 -3%
WGCA
312
Wolf Group Capital Advisors
Virginia
$1.44M
O
313
Ossiam
France
$1.44M -$575K -1,266 -29%
GIBU
314
Gulf International Bank (UK)
United Kingdom
$1.43M
EI
315
Ethic Inc
New York
$1.4M +$117K +258 +9%
NGA
316
Naples Global Advisors
Florida
$1.39M +$125K +275 +10%
Assenagon Asset Management
317
Assenagon Asset Management
Luxembourg
$1.38M +$650K +1,430 +89%
SA
318
SRN Advisors
Pennsylvania
$1.37M +$65.4K +144 +5%
VWM
319
Venturi Wealth Management
Texas
$1.35M +$80.9K +178 +6%
PAM
320
Panagora Asset Management
Massachusetts
$1.35M -$98.1K -216 -7%
MGP
321
Metis Global Partners
California
$1.33M +$60K +132 +5%
ST
322
Spinnaker Trust
Maine
$1.33M
FAM
323
Formidable Asset Management
Ohio
$1.32M -$243K -534 -15%
DILIC
324
Dai-ichi Life Insurance Company
Japan
$1.32M -$64.1K -141 -5%
KRS
325
Kentucky Retirement Systems
Kentucky
$1.31M -$66.8K -147 -5%