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Factset

797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
MFGM
351
Marshall Financial Group (Maryland)
Maryland
$1.04M +$35.1K +86 +3%
DBRC
352
D.B. Root & Company
Pennsylvania
$1.03M +$70.2K +172 +7%
TSMHT
353
Thurston Springer Miller Herd & Titak
Indiana
$1.02M +$1.02M +2,504 New
BC
354
Burney Company
Virginia
$1M -$8.17K -20 -0.8%
HIMCH
355
Hartford Investment Management Co (HIMCO)
Connecticut
$999K -$4.08K -10 -0.4%
HCA
356
Harbor Capital Advisors
Illinois
$987K +$491K +1,203 +99%
CIC
357
Cornercap Investment Counsel
Georgia
$982K +$982K +2,406 New
COI
358
Connable Office Inc
Michigan
$976K
LA
359
Legacy Advisors
Pennsylvania
$970K +$49.8K +122 +5%
GC
360
Guardian Capital
Ontario, Canada
$965K +$356K +872 +58%
AWM
361
Axxcess Wealth Management
California
$955K +$145K +356 +18%
IIC
362
Integrated Investment Consultants
Michigan
$951K
TI
363
Tidal Investments
Wisconsin
$950K -$7.35K -18 -0.8%
ET
364
Entropy Technologies
New York
$943K +$943K +2,309 New
SWP
365
Stratos Wealth Partners
Ohio
$929K +$17.6K +43 +2%
Capstone Investment Advisors
366
Capstone Investment Advisors
New York
$909K +$628K +1,537 +223%
LSERS
367
Louisiana State Employees Retirement System
Louisiana
$898K
TRIA
368
Trail Ridge Investment Advisors
Colorado
$898K
ACM
369
Argent Capital Management
Missouri
$898K
William Blair & Company
370
William Blair & Company
Illinois
$894K -$22.9K -56 -2%
SAM
371
Securian Asset Management
Minnesota
$893K
MP
372
McDonald Partners
Ohio
$893K +$20.4K +50 +2%
AWA
373
Arkadios Wealth Advisors
Georgia
$887K +$20.4K +50 +2%
FT
374
Fiduciary Trust
Massachusetts
$887K -$120K -294 -12%
GS
375
GTS Securities
New York
$883K +$593K +1,453 +204%