FDS icon

Factset

820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Pacer Advisors
326
Pacer Advisors
Pennsylvania
$1.31M +$49.7K +108 +4%
TRSOTSOK
327
Teachers Retirement System of the State of Kentucky
Kentucky
$1.3M -$87.4K -190 -6%
KWM
328
Kingsview Wealth Management
Oregon
$1.29M -$79.6K -173 -6%
PAM
329
Panagora Asset Management
Massachusetts
$1.26M
PWM
330
Palumbo Wealth Management
New York
$1.26M -$4.14K -9 -0.3%
TSMHT
331
Thurston Springer Miller Herd & Titak
Indiana
$1.26M +$106K +231 +9%
TRCT
332
Tower Research Capital (TRC)
New York
$1.24M -$2.49M -5,408 -67%
PCIA
333
Prime Capital Investment Advisors
Kansas
$1.24M -$370K -805 -23%
KRS
334
Kentucky Retirement Systems
Kentucky
$1.22M -$102K -222 -8%
VPIM
335
Vanguard Personalized Indexing Management
California
$1.21M -$43.7K -95 -3%
RCM
336
Radnor Capital Management
Pennsylvania
$1.2M +$1.2M +2,610 New
IIC
337
Integrated Investment Consultants
Michigan
$1.2M +$237K +516 +25%
AWA
338
Arkadios Wealth Advisors
Georgia
$1.19M +$195K +423 +19%
MFGM
339
Marshall Financial Group (Maryland)
Maryland
$1.19M +$18.4K +40 +2%
JSSH
340
J. Safra Sarasin Holding
$1.18M -$37.2K -81 -3%
KIA
341
Knollwood Investment Advisory
Maryland
$1.17M
TI
342
Tidal Investments
Wisconsin
$1.17M +$96.1K +209 +9%
SWP
343
Stratos Wealth Partners
Ohio
$1.17M +$119K +259 +11%
Mercer Global Advisors
344
Mercer Global Advisors
Colorado
$1.14M -$111K -245 -9%
AWM
345
Axxcess Wealth Management
California
$1.14M +$63.9K +139 +6%
MSU
346
Mizuho Securities USA
New York
$1.13M -$219K -476 -16%
BC
347
Burney Company
Virginia
$1.13M -$2.76K -6 -0.2%
Marshall Wace
348
Marshall Wace
United Kingdom
$1.13M +$1.13M +2,451 New
BAMF
349
BI Asset Management Fondsmaeglerselskab
Denmark
$1.12M +$371K +808 +49%
LA
350
Legacy Advisors
Pennsylvania
$1.12M +$29.9K +65 +3%