731 hedge funds and large institutions have $13.7B invested in Factset in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
11.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
247
Reduced
257
Closed
59
Calls
$31.2M
Puts
$41.7M
Net Calls
-$10.6M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Shares
Change %
VF
351
Virtu Financial
New York
$916K +$916K +2,287 New
QT
352
Quantamental Technologies
New York
$915K +$477K +1,191 +109%
LA
353
Legacy Advisors
Pennsylvania
$898K +$41.7K +104 +5%
GT
354
Glenmede Trust
Pennsylvania
$893K
Wealthfront Advisers
355
Wealthfront Advisers
California
$891K +$70.5K +176 +9%
AAS
356
Avantax Advisory Services
Texas
$890K +$90.6K +226 +11%
TRIA
357
Trail Ridge Investment Advisors
Colorado
$881K
ACM
358
Argent Capital Management
Missouri
$881K
DAC
359
Dividend Assets Capital
South Carolina
$879K -$292K -730 -25%
KeyBank National Association
360
KeyBank National Association
Ohio
$873K +$558K +1,392 +177%
CAM
361
Cresset Asset Management
Illinois
$868K +$616K +1,537 +244%
MP
362
McDonald Partners
Ohio
$863K +$17.2K +43 +2%
PP
363
Prudential plc
United Kingdom
$855K +$139K +347 +19%
Allspring Global Investments
364
Allspring Global Investments
North Carolina
$854K -$401 -1 -0%
TRCT
365
Tower Research Capital (TRC)
New York
$853K +$605K +1,509 +244%
AFA
366
Abacus FCF Advisors
Florida
$845K -$186K -463 -18%
EI
367
Ethic Inc
New York
$802K -$77.7K -194 -9%
CW
368
CreativeOne Wealth
Kansas
$802K +$802K +2,001 New
CAN
369
Cetera Advisor Networks
California
$801K -$252K -628 -24%
CISOA
370
Capital Investment Services of America
Wisconsin
$797K
MCM
371
Manchester Capital Management
Vermont
$795K -$379K -946 -32%
NB
372
Norinchukin Bank
Japan
$784K +$60.9K +152 +8%
VA
373
Valmark Advisers
Ohio
$772K
SGI
374
Summit Global Investments
Utah
$767K -$4.55M -11,344 -86%
Vontobel Holding
375
Vontobel Holding
Switzerland
$765K +$316K +789 +70%