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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 %
LA
326
LBP AM
France
$1.21M +$162K +396 +15%
MGP
327
Metis Global Partners
California
$1.21M +$13.5K +33 +1%
CCIA
328
Campbell & Co Investment Adviser
Maryland
$1.2M +$1.2M +2,948 New
MSRPS
329
Maryland State Retirement & Pension System
Maryland
$1.2M
MSU
330
Mizuho Securities USA
New York
$1.2M +$1.2M +2,943 New
ST
331
Spinnaker Trust
Maine
$1.19M
KRS
332
Kentucky Retirement Systems
Kentucky
$1.17M -$8.17K -20 -0.7%
Canada Pension Plan Investment Board
333
Canada Pension Plan Investment Board
Ontario, Canada
$1.15M -$1.08M -2,649 -49%
MPM
334
MBB Public Markets
Illinois
$1.14M +$1.14M +2,800 New
Envestnet Portfolio Solutions
335
Envestnet Portfolio Solutions
Illinois
$1.14M +$28.6K +70 +3%
VWM
336
Venturi Wealth Management
Texas
$1.13M -$84.1K -206 -7%
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$1.12M +$2.45K +6 +0.2%
PWM
338
Palumbo Wealth Management
New York
$1.12M +$218K +535 +24%
Pacer Advisors
339
Pacer Advisors
Pennsylvania
$1.12M -$2.01M -4,920 -64%
PAM
340
Panagora Asset Management
Massachusetts
$1.12M -$94.7K -232 -8%
VPIM
341
Vanguard Personalized Indexing Management
California
$1.11M -$6.94K -17 -0.6%
CFB
342
Cullen/Frost Bankers
Texas
$1.09M -$10.2K -25 -0.9%
PIM
343
Profit Investment Management
Maryland
$1.09M +$267K +655 +33%
JSSH
344
J. Safra Sarasin Holding
$1.08M +$1.08M +2,643 New
FAM
345
Formidable Asset Management
Ohio
$1.08M -$114K -279 -10%
Wolverine Trading
346
Wolverine Trading
Illinois
$1.07M +$374K +915 +53%
SW
347
SteelPeak Wealth
California
$1.07M +$615K +1,506 +134%
EI
348
Ethic Inc
New York
$1.07M -$189K -464 -15%
ASN
349
Advisory Services Network
Georgia
$1.07M -$29.8K -73 -3%
KIA
350
Knollwood Investment Advisory
Maryland
$1.04M +$1.04M +2,550 New