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691 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $29.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 77

4% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 244

1.19% less ownership

Funds ownership: 90.66%89.47% (-1.2%)

2% less funds holding

Funds holding: 704691 (-13)

12% less capital invested

Capital invested by funds: $14.8B → $12.9B (-$1.82B)

Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
235
Reduced
244
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NO
376
Ninety One
South Africa
$740K -$8.61K -22 -1%
SYBT
377
Stock Yards Bank & Trust
Kentucky
$733K +$92.8K +237 +14%
NB
378
Norinchukin Bank
Japan
$733K +$165K +421 +28%
Creative Planning
379
Creative Planning
Kansas
$709K +$198K +506 +38%
CCA
380
Conestoga Capital Advisors
Pennsylvania
$706K -$9.79K -25 -1%
DBIA
381
Dumont & Blake Investment Advisors
New Jersey
$695K -$3.52K -9 -0.5%
LA
382
Lindenwold Advisors
Pennsylvania
$691K +$2.74K +7 +0.4%
NIC
383
Northwest Investment Counselors
Oregon
$689K
CPWA
384
Cerro Pacific Wealth Advisors
California
$687K -$87.7K -224 -11%
Wealthfront Advisers
385
Wealthfront Advisers
California
$680K -$657K -1,679 -49%
EGM
386
Engineers Gate Manager
New York
$680K +$438K +1,118 +172%
Walleye Trading
387
Walleye Trading
New York
$664K +$676K +1,726 New
FF
388
FourThought Financial
Florida
$652K +$26.6K +68 +4%
IFWM
389
Institute for Wealth Management
Colorado
$648K -$12.5K -32 -2%
AP
390
Advisors Preferred
Maryland
$644K +$215K +549 +49%
MML Investors Services
391
MML Investors Services
Massachusetts
$642K -$165K -421 -20%
CCM
392
Coldstream Capital Management
Washington
$635K +$29.7K +76 +5%
DC
393
Davenport & Co
Virginia
$629K -$110K -280 -15%
YMRC
394
Yorktown Management & Research Company
Virginia
$615K
SWA
395
Stratos Wealth Advisors
Ohio
$606K -$94.7K -242 -13%
HBT
396
Heartland Bank & Trust
Illinois
$594K +$25.1K +64 +4%
BL
397
Balentine LLC
Georgia
$583K -$11K -28 -2%
NMIMC
398
Northwestern Mutual Investment Management Company
Wisconsin
$583K +$4.7K +12 +0.8%
Impax Asset Management Group
399
Impax Asset Management Group
United Kingdom
$581K -$88.8K -227 -13%
SFP
400
Shepherd Financial Partners
Massachusetts
$578K +$783 +2 +0.1%