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Factset

820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CGH
351
Crossmark Global Holdings
Texas
$1.12M -$281K -612 -20%
COI
352
Connable Office Inc
Michigan
$1.1M
HIMCH
353
Hartford Investment Management Co (HIMCO)
Connecticut
$1.1M -$26.2K -57 -2%
PIM
354
Profit Investment Management
Maryland
$1.08M -$145K -316 -12%
MP
355
McDonald Partners
Ohio
$1.08M +$71.7K +156 +7%
QCM
356
Quantinno Capital Management
New York
$1.07M +$290K +631 +37%
PAM
357
Palisade Asset Management
Minnesota
$1.07M +$184K +400 +21%
ASN
358
Advisory Services Network
Georgia
$1.07M
William Blair & Company
359
William Blair & Company
Illinois
$1.06M +$56.1K +122 +6%
NC
360
nVerses Capital
Florida
$1.06M +$1.06M +2,300 New
DBRC
361
D.B. Root & Company
Pennsylvania
$1.04M -$123K -267 -11%
IC
362
IEQ Capital
California
$1.04M +$62.1K +135 +6%
GF
363
Gabelli Funds
New York
$1.03M +$529K +1,150 +105%
TRIA
364
Trail Ridge Investment Advisors
Colorado
$1.02M
ACM
365
Argent Capital Management
Missouri
$1.01M
SAM
366
Securian Asset Management
Minnesota
$1.01M
MML Investors Services
367
MML Investors Services
Massachusetts
$1M +$56.6K +123 +6%
IFWM
368
Institute for Wealth Management
Colorado
$1M +$164K +356 +20%
MSRPS
369
Maryland State Retirement & Pension System
Maryland
$999K -$354K -770 -26%
DWM
370
Dakota Wealth Management
Florida
$999K +$154K +334 +18%
FT
371
Fiduciary Trust
Massachusetts
$998K -$1.38K -3 -0.1%
FFBTD
372
First Financial Bank - Trust Division
Ohio
$996K +$23.5K +51 +2%
RIM
373
Rakuten Investment Management
Japan
$989K +$244K +533 +33%
SW
374
SteelPeak Wealth
California
$974K -$235K -511 -19%
KA
375
Kintegral Advisory
New York
$973K -$12.4K -27 -1%