686 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-14
Holders Change %
-2%
% of All Funds
11.6%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
75
Increased
233
Reduced
243
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
376
Creative Planning
Kansas
$709K +$195K +506 +38%
CCA
377
Conestoga Capital Advisors
Pennsylvania
$706K -$9.61K -25 -1%
DBIA
378
Dumont & Blake Investment Advisors
New Jersey
$695K -$3.46K -9 -0.5%
LA
379
Lindenwold Advisors
Pennsylvania
$691K +$2.69K +7 +0.4%
NIC
380
Northwest Investment Counselors
Oregon
$689K
CPWA
381
Cerro Pacific Wealth Advisors
California
$687K -$86.2K -224 -11%
Wealthfront Advisers
382
Wealthfront Advisers
California
$680K -$646K -1,679 -49%
EGM
383
Engineers Gate Manager
New York
$680K +$430K +1,118 +172%
Walleye Trading
384
Walleye Trading
New York
$664K +$664K +1,726 New
FF
385
FourThought Financial
Florida
$652K +$26.2K +68 +4%
IFWM
386
Institute for Wealth Management
Colorado
$648K -$12.3K -32 -2%
AP
387
Advisors Preferred
Maryland
$644K +$211K +549 +49%
MML Investors Services
388
MML Investors Services
Massachusetts
$642K -$162K -421 -20%
CCM
389
Coldstream Capital Management
Washington
$635K +$29.2K +76 +5%
DC
390
Davenport & Co
Virginia
$629K -$108K -280 -15%
YMRC
391
Yorktown Management & Research Company
Virginia
$615K
SWA
392
Stratos Wealth Advisors
Ohio
$606K -$93.2K -242 -13%
HBT
393
Heartland Bank & Trust
Illinois
$594K +$24.6K +64 +4%
BL
394
Balentine LLC
Georgia
$583K -$10.8K -28 -2%
NMIMC
395
Northwestern Mutual Investment Management Company
Wisconsin
$583K +$4.62K +12 +0.8%
Impax Asset Management Group
396
Impax Asset Management Group
United Kingdom
$581K -$87.2K -227 -13%
SFP
397
Shepherd Financial Partners
Massachusetts
$578K +$769 +2 +0.1%
ACA
398
Anchor Capital Advisors
Massachusetts
$577K
HIM
399
Hillsdale Investment Management
Ontario, Canada
$570K +$7.7K +20 +1%
OAM
400
Oppenheimer Asset Management
New York
$569K -$49.5K -129 -8%