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Factset

700 hedge funds and large institutions have $14.8B invested in Factset in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 246 increasing their positions, 238 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+11
Holders Change %
+1.6%
% of All Funds
11.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
246
Reduced
238
Closed
65
Calls
$58.2M
Puts
$94.4M
Net Calls
-$36.2M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
376
Institute for Wealth Management
Colorado
$746K +$3.04K +7 +0.4%
SG Americas Securities
377
SG Americas Securities
New York
$738K +$202K +466 +38%
SYBT
378
Stock Yards Bank & Trust
Kentucky
$724K -$130K -300 -15%
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$724K -$1.74K -4 -0.2%
O
380
Ossiam
France
$717K -$26.9K -62 -4%
FF
381
FourThought Financial
Florida
$706K -$208K -479 -23%
OAM
382
Oppenheimer Asset Management
New York
$699K +$19.1K +44 +3%
OPPTF
383
OPSEU Pension Plan Trust Fund
Ontario, Canada
$699K +$28.9K +67 +4%
YMRC
384
Yorktown Management & Research Company
Virginia
$695K
CCM
385
Coldstream Capital Management
Washington
$683K -$43.4K -100 -6%
BL
386
Balentine LLC
Georgia
$671K +$30K +69 +5%
KA
387
Kovack Advisors
Florida
$666K -$19.1K -44 -3%
VIA
388
Vident Investment Advisory
Georgia
$660K +$137K +318 +26%
GTCM
389
Gyon Technologies Capital Management
New Jersey
$658K +$389K +896 +145%
NMIMC
390
Northwestern Mutual Investment Management Company
Wisconsin
$653K -$82.5K -190 -11%
SFP
391
Shepherd Financial Partners
Massachusetts
$652K +$869 +2 +0.1%
Canada Pension Plan Investment Board
392
Canada Pension Plan Investment Board
Ontario, Canada
$651K -$3.69M -8,500 -85%
ACA
393
Anchor Capital Advisors
Massachusetts
$651K
CCM
394
CTC Capital Management
Illinois
$651K +$651K +1,500 New
NB
395
Norinchukin Bank
Japan
$645K +$138K +317 +27%
HBT
396
Heartland Bank & Trust
Illinois
$643K +$261K +600 +68%
CCIA
397
Campbell & Co Investment Adviser
Maryland
$642K +$642K +1,478 New
HIM
398
Hillsdale Investment Management
Ontario, Canada
$634K
DBRC
399
D.B. Root & Company
Pennsylvania
$632K +$10.9K +25 +2%
EOJOAM
400
E. Ohman J:or Asset Management
Sweden
$631K -$217K -500 -26%