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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 %
BCM
301
Bayesian Capital Management
New York
$1.52M +$1.52M +3,727 New
CAM
302
Cresset Asset Management
Illinois
$1.49M -$22.9K -56 -2%
OIA
303
OneDigital Investment Advisors
Kansas
$1.49M +$90.2K +221 +6%
EHWM
304
Eads & Heald Wealth Management
Georgia
$1.48M -$62.5K -153 -4%
LCM
305
Logan Capital Management
Pennsylvania
$1.47M -$95.1K -233 -6%
BBVA
306
Banco Bilbao Vizcaya Argentaria
Spain
$1.46M -$1.09M -2,668 -43%
TFCM
307
Taylor Frigon Capital Management
Arizona
$1.43M -$10.2K -25 -0.7%
PCIA
308
Prime Capital Investment Advisors
Kansas
$1.43M -$156K -382 -10%
SCM
309
Stevens Capital Management
Pennsylvania
$1.41M +$1.41M +3,446 New
WGCA
310
Wolf Group Capital Advisors
Virginia
$1.38M -$89.4K -219 -6%
GAM
311
Gotham Asset Management
New York
$1.34M +$1.07M +2,622 +395%
OPERF
312
Oregon Public Employees Retirement Fund
Oregon
$1.33M
PA
313
PFG Advisors
Arizona
$1.33M -$29.8K -73 -2%
PWG
314
Portside Wealth Group
Utah
$1.31M -$32.3K -79 -2%
MWM
315
Mission Wealth Management
California
$1.29M -$91.1K -223 -7%
GIBU
316
Gulf International Bank (UK)
United Kingdom
$1.29M
Focus Partners Wealth
317
Focus Partners Wealth
Massachusetts
$1.27M +$783K +1,919 +161%
CGH
318
Crossmark Global Holdings
Texas
$1.24M -$191K -467 -13%
SA
319
SRN Advisors
Pennsylvania
$1.23M
TRSOTSOK
320
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M -$69K -169 -5%
YIH
321
Y-Intercept (HK)
Hong Kong
$1.23M +$1.23M +3,001 New
AC
322
Aristides Capital
Kentucky
$1.22M +$1.22M +3,000 New
DILIC
323
Dai-ichi Life Insurance Company
Japan
$1.22M +$42.5K +104 +4%
KWM
324
Kingsview Wealth Management
Oregon
$1.21M -$474K -1,162 -28%
SRL
325
Scientech Research LLC
New Jersey
$1.21M +$1.21M +2,965 New