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 %
BWM
326
BKM Wealth Management
Wisconsin
$1.29M +$175K +386 +16%
MSRPS
327
Maryland State Retirement & Pension System
Maryland
$1.27M
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$1.25M +$42.7K +94 +4%
VPIM
329
Vanguard Personalized Indexing Management
California
$1.24M +$137K +301 +12%
Envestnet Portfolio Solutions
330
Envestnet Portfolio Solutions
Illinois
$1.24M +$140K +308 +13%
CFB
331
Cullen/Frost Bankers
Texas
$1.23M
ASN
332
Advisory Services Network
Georgia
$1.22M +$10K +22 +0.8%
NG
333
Norden Group
Utah
$1.21M +$147K +323 +14%
WWS
334
Wellington Wealth Strategies
Indiana
$1.17M +$1.17M +2,564 New
LA
335
LBP AM
France
$1.17M +$402K +884 +53%
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$1.15M -$54.5K -120 -5%
BC
337
Burney Company
Virginia
$1.13M -$15.9K -35 -1%
FT
338
Fiduciary Trust
Massachusetts
$1.12M -$865K -1,904 -44%
MFGM
339
Marshall Financial Group (Maryland)
Maryland
$1.12M +$83.2K +183 +8%
HIMCH
340
Hartford Investment Management Co (HIMCO)
Connecticut
$1.12M -$43.6K -96 -4%
UM
341
UniSuper Management
Australia
$1.09M +$882K +1,941 +431%
COI
342
Connable Office Inc
Michigan
$1.09M
DBRC
343
D.B. Root & Company
Pennsylvania
$1.07M -$54.1K -119 -5%
TI
344
Tidal Investments
Wisconsin
$1.07M +$737K +1,623 +225%
CC
345
Chicago Capital
Illinois
$1.06M
Credit Agricole
346
Credit Agricole
France
$1.06M +$544K +1,266 +106%
TRCT
347
Tower Research Capital (TRC)
New York
$1.04M -$2.53M -5,570 -71%
LA
348
Legacy Advisors
Pennsylvania
$1.02M -$53.2K -117 -5%
William Blair & Company
349
William Blair & Company
Illinois
$1.02M -$299K -659 -23%
SWP
350
Stratos Wealth Partners
Ohio
$1.01M -$20.5K -45 -2%