715 hedge funds and large institutions have $14B invested in Factset in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 291 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
-22
Holders Change %
-2.99%
% of All Funds
11.44%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
54
Increased
223
Reduced
291
Closed
66
Calls
$31.1M
Puts
$47.3M
Net Calls
-$16.1M
Net Calls Change
-$8.27M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
351
Axiom Investors
Connecticut
$906K -$522K -1,258 -37%
YIH
352
Y-Intercept (HK)
Hong Kong
$902K -$2.21M -5,329 -71%
GT
353
Glenmede Trust
Pennsylvania
$893K -$170K -409 -16%
LA
354
Legacy Advisors
Pennsylvania
$887K +$65.2K +157 +8%
Allspring Global Investments
355
Allspring Global Investments
North Carolina
$885K -$27.8K -67 -3%
MP
356
McDonald Partners
Ohio
$877K +$1.25K +3 +0.1%
Wealthfront Advisers
357
Wealthfront Advisers
California
$850K -$85.5K -206 -9%
MGP
358
Metis Global Partners
California
$850K +$170K +409 +25%
Mercer Global Advisors
359
Mercer Global Advisors
Colorado
$845K +$14.9K +36 +2%
PI
360
PEAK6 Investments
Illinois
$839K -$1.41M -3,388 -63%
Walleye Trading
361
Walleye Trading
New York
$833K +$27K +65 +3%
Cambridge Investment Research Advisors
362
Cambridge Investment Research Advisors
Iowa
$830K -$138K -332 -14%
AAS
363
Avantax Advisory Services
Texas
$828K +$281K +676 +51%
CISOA
364
Capital Investment Services of America
Wisconsin
$826K -$436K -1,050 -35%
API
365
Advisor Partners II
California
$816K +$248K +597 +44%
SWA
366
Stratos Wealth Advisors
Ohio
$810K -$27.4K -66 -3%
MC
367
Machina Capital
France
$806K +$806K +1,941 New
PA
368
Procyon Advisors
Connecticut
$801K +$25.3K +61 +3%
VA
369
Valmark Advisers
Ohio
$800K
SCA
370
Snowden Capital Advisors
New York
$784K +$154K +371 +24%
AWA
371
Arkadios Wealth Advisors
Georgia
$779K -$23.7K -57 -3%
TFA
372
Transamerica Financial Advisors
Florida
$774K +$372K +896 +93%
SYBT
373
Stock Yards Bank & Trust
Kentucky
$760K
DT
374
Diversified Trust
Tennessee
$753K -$15.8K -38 -2%
NB
375
Norinchukin Bank
Japan
$750K +$27K +65 +4%