687 hedge funds and large institutions have $13.7B invested in Factset in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 249 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
11.88%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
64
Increased
238
Reduced
249
Closed
55
Calls
$37.4M
Puts
$34.7M
Net Calls
+$2.63M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
376
Lindenwold Advisors
Pennsylvania
$716K -$3.2K -8 -0.4%
T
377
TOBAM
France
$713K -$91.3K -228 -11%
Assenagon Asset Management
378
Assenagon Asset Management
Luxembourg
$711K -$14.4M -36,059 -95%
SWP
379
Stratos Wealth Partners
Ohio
$708K -$104K -260 -13%
KC
380
Kenfarb & Co
Kentucky
$706K
PA
381
Procyon Advisors
Connecticut
$702K -$80.4K -201 -10%
IFWM
382
Institute for Wealth Management
Colorado
$698K +$24.4K +61 +4%
Impax Asset Management Group
383
Impax Asset Management Group
United Kingdom
$674K +$68.8K +172 +11%
DC
384
Davenport & Co
Virginia
$656K +$1.6K +4 +0.2%
CPWA
385
Cerro Pacific Wealth Advisors
California
$650K -$64.4K -161 -9%
ACM
386
Aquatic Capital Management
Illinois
$640K +$560K +1,400 +700%
SFP
387
Shepherd Financial Partners
Massachusetts
$602K +$400 +1 +0.1%
ACA
388
Anchor Capital Advisors
Massachusetts
$600K
HFS
389
Haverford Financial Services
Pennsylvania
$594K -$330K -825 -36%
OAM
390
Oppenheimer Asset Management
New York
$594K
DT
391
Diversified Trust
Tennessee
$593K +$16K +40 +3%
MCM
392
MAI Capital Management
Ohio
$583K +$164K +410 +39%
EOJOAM
393
E. Ohman J:or Asset Management
Sweden
$582K
HBT
394
Heartland Bank & Trust
Illinois
$580K -$37.6K -94 -6%
AP
395
Advisors Preferred
Maryland
$573K -$110K -270 -16%
DBRC
396
D.B. Root & Company
Pennsylvania
$570K -$10.4K -26 -2%
FF
397
FourThought Financial
Florida
$568K -$110K -276 -16%
MWM
398
Mattern Wealth Management
Kansas
$567K
NMIMC
399
Northwestern Mutual Investment Management Company
Wisconsin
$565K -$41.6K -104 -7%
PAG
400
Private Advisor Group
New Jersey
$561K -$325K -813 -37%