774 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
11.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
68
Increased
288
Reduced
252
Closed
58
Calls
$51.7M
Puts
$31.5M
Net Calls
+$20.1M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FFBTD
351
First Financial Bank - Trust Division
Ohio
$1.01M -$36.8K -81 -4%
RCM
352
Radnor Capital Management
Pennsylvania
$1M
PWM
353
Palumbo Wealth Management
New York
$1M +$97.7K +215 +11%
LSERS
354
Louisiana State Employees Retirement System
Louisiana
$1,000K -$45.4K -100 -4%
TRIA
355
Trail Ridge Investment Advisors
Colorado
$1,000K
ACM
356
Argent Capital Management
Missouri
$1,000K
SAM
357
Securian Asset Management
Minnesota
$994K -$90.9K -200 -8%
Wealthfront Advisers
358
Wealthfront Advisers
California
$976K -$28.2K -62 -3%
MP
359
McDonald Partners
Ohio
$971K +$909 +2 +0.1%
AWA
360
Arkadios Wealth Advisors
Georgia
$965K -$51.4K -113 -5%
KeyBank National Association
361
KeyBank National Association
Ohio
$959K -$49.1K -108 -5%
Allspring Global Investments
362
Allspring Global Investments
North Carolina
$953K +$96.8K +213 +11%
IIC
363
Integrated Investment Consultants
Michigan
$951K +$107K +235 +13%
Los Angeles Capital Management
364
Los Angeles Capital Management
California
$936K -$1.15M -2,522 -55%
MML Investors Services
365
MML Investors Services
Massachusetts
$929K -$3.64K -8 -0.4%
PIM
366
Profit Investment Management
Maryland
$913K
PGCM
367
Prescott Group Capital Management
Oklahoma
$909K +$909K +2,000 New
MCM
368
Manchester Capital Management
Vermont
$904K
AWM
369
Axxcess Wealth Management
California
$901K -$734K -1,616 -45%
VA
370
Valmark Advisers
Ohio
$871K
DT
371
Diversified Trust
Tennessee
$869K -$598K -1,315 -41%
NMERB
372
New Mexico Educational Retirement Board
New Mexico
$863K -$45.4K -100 -5%
SWA
373
Stratos Wealth Advisors
Ohio
$852K -$5K -11 -0.6%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$843K +$454K +1,000 +117%
KAS
375
Kestra Advisory Services
Texas
$841K +$94K +207 +13%