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Factset

700 hedge funds and large institutions have $14.8B invested in Factset in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 246 increasing their positions, 238 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+11
Holders Change %
+1.6%
% of All Funds
11.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
246
Reduced
238
Closed
65
Calls
$58.2M
Puts
$94.4M
Net Calls
-$36.2M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MP
351
McDonald Partners
Ohio
$935K +$935K +2,153 New
BC
352
Burney Company
Virginia
$913K -$208K -480 -19%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$910K +$40K +92 +5%
GT
354
Glenmede Trust
Pennsylvania
$909K +$24.7K +57 +3%
MML Investors Services
355
MML Investors Services
Massachusetts
$907K +$202K +465 +29%
UH
356
Unigestion Holding
Switzerland
$883K
MSAM
357
Moloney Securities Asset Management
Missouri
$881K +$45.2K +104 +5%
CPWA
358
Cerro Pacific Wealth Advisors
California
$872K +$13K +30 +2%
AAM
359
Advisors Asset Management
Colorado
$864K -$155K -358 -15%
VA
360
Valmark Advisers
Ohio
$854K +$23K +53 +3%
Arrowstreet Capital
361
Arrowstreet Capital
Massachusetts
$849K -$44.7M -103,001 -98%
NO
362
Ninety One
South Africa
$845K
DC
363
Davenport & Co
Virginia
$832K -$58.2K -134 -7%
Pacer Advisors
364
Pacer Advisors
Pennsylvania
$831K -$1.74K -4 -0.2%
PA
365
Procyon Advisors
Connecticut
$809K +$168K +386 +26%
CCA
366
Conestoga Capital Advisors
Pennsylvania
$808K -$186K -428 -19%
SWP
367
Stratos Wealth Partners
Ohio
$795K -$108K -248 -12%
AIP
368
Ameritas Investment Partners
Nebraska
$789K
SWA
369
Stratos Wealth Advisors
Ohio
$789K +$26.5K +61 +3%
DBIA
370
Dumont & Blake Investment Advisors
New Jersey
$788K +$299K +688 +61%
NIC
371
Northwest Investment Counselors
Oregon
$778K
LA
372
Lindenwold Advisors
Pennsylvania
$777K +$38.6K +89 +5%
FC
373
FORA Capital
Florida
$774K +$114K +259 +17%
KC
374
Kenfarb & Co
Kentucky
$766K
Impax Asset Management Group
375
Impax Asset Management Group
United Kingdom
$755K +$868 +2 +0.1%