726 hedge funds and large institutions have $15.1B invested in Factset in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 252 increasing their positions, 247 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.58%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
60
Increased
252
Reduced
247
Closed
60
Calls
$94.2M
Puts
$97.9M
Net Calls
-$3.67M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
API
376
Advisor Partners II
California
$783K +$26.2K +60 +3%
TFA
377
Transamerica Financial Advisors
Florida
$766K -$49K -112 -6%
NIC
378
Northwest Investment Counselors
Oregon
$762K
GC
379
Guardian Capital
Ontario, Canada
$760K -$17.5K -40 -2%
MPPW
380
Mitchell & Pahl Private Wealth
Oklahoma
$739K +$89.6K +205 +14%
KAS
381
Kestra Advisory Services
Texas
$739K +$132K +302 +22%
SYBT
382
Stock Yards Bank & Trust
Kentucky
$733K -$67.8K -155 -8%
GT
383
Glenmede Trust
Pennsylvania
$704K -$236K -540 -25%
D.E. Shaw & Co
384
D.E. Shaw & Co
New York
$703K -$9.98M -22,815 -93%
KPWS
385
Kestra Private Wealth Services
Texas
$699K -$6.56K -15 -0.9%
KC
386
Kenfarb & Co
Kentucky
$693K -$17.5K -40 -2%
MLICM
387
Metropolitan Life Insurance Company (MetLife)
New York
$690K -$39.8K -91 -5%
Assenagon Asset Management
388
Assenagon Asset Management
Luxembourg
$690K -$10.8M -24,631 -94%
IFWM
389
Institute for Wealth Management
Colorado
$687K +$1.31K +3 +0.2%
CCA
390
Conestoga Capital Advisors
Pennsylvania
$681K +$39.8K +91 +6%
AWAU
391
Alliance Wealth Advisors (Utah)
Utah
$671K +$437 +1 +0.1%
DC
392
Davenport & Co
Virginia
$669K +$437 +1 +0.1%
BMSSC
393
B. Metzler seel. Sohn & Co
Germany
$665K +$248K +567 +59%
ACA
394
Anchor Capital Advisors
Massachusetts
$656K
DAC
395
Dividend Assets Capital
South Carolina
$654K -$306K -700 -32%
IIC
396
Integrated Investment Consultants
Michigan
$635K +$345K +788 +119%
SCA
397
Snowden Capital Advisors
New York
$631K -$188K -430 -23%
CP
398
Covenant Partners
Tennessee
$627K -$39.4K -90 -6%
LNC
399
Lincoln National Corp
Pennsylvania
$615K +$24.9K +57 +4%
Cetera Investment Advisers
400
Cetera Investment Advisers
Illinois
$612K -$122K -279 -17%