768 hedge funds and large institutions have $17.1B invested in Factset in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 275 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+42
Holders Change %
+5.79%
% of All Funds
11.26%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
101
Increased
249
Reduced
275
Closed
48
Calls
$56.8M
Puts
$38.5M
Net Calls
+$18.3M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
351
KeyBank National Association
Ohio
$1.06M +$11.9K +25 +1%
NO
352
Ninety One
South Africa
$1.06M
Wealthfront Advisers
353
Wealthfront Advisers
California
$1.05M -$38.6K -81 -4%
RCM
354
Radnor Capital Management
Pennsylvania
$1.05M
GC
355
Guggenheim Capital
Illinois
$1.05M -$702K -1,471 -40%
TRIA
356
Trail Ridge Investment Advisors
Colorado
$1.05M
ACM
357
Argent Capital Management
Missouri
$1.05M
FA
358
FDx Advisors
Illinois
$1.03M +$172K +360 +20%
MP
359
McDonald Partners
Ohio
$1.02M -$6.68K -14 -0.7%
MML Investors Services
360
MML Investors Services
Massachusetts
$979K +$36.3K +76 +4%
PIM
361
Profit Investment Management
Maryland
$959K -$905K -1,897 -49%
NMERB
362
New Mexico Educational Retirement Board
New Mexico
$954K
PWM
363
Palumbo Wealth Management
New York
$951K +$57.7K +121 +6%
MCM
364
Manchester Capital Management
Vermont
$949K +$2.39K +5 +0.3%
GT
365
Glenmede Trust
Pennsylvania
$946K +$177K +372 +23%
VA
366
Valmark Advisers
Ohio
$914K -$5.25K -11 -0.6%
SWA
367
Stratos Wealth Advisors
Ohio
$900K -$22.9K -48 -2%
Allspring Global Investments
368
Allspring Global Investments
North Carolina
$899K -$37.7K -79 -4%
IIC
369
Integrated Investment Consultants
Michigan
$886K +$194K +406 +28%
MYIA
370
Mount Yale Investment Advisors
Colorado
$880K -$20K -42 -2%
CISOA
371
Capital Investment Services of America
Wisconsin
$867K -$82.1K -172 -9%
Balyasny Asset Management
372
Balyasny Asset Management
Illinois
$854K -$10.3M -21,596 -92%
PP
373
Prudential plc
United Kingdom
$854K -$368K -772 -30%
XT
374
XTX Topco
Cayman Islands
$851K -$147K -308 -15%
NIC
375
Northwest Investment Counselors
Oregon
$831K