774 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
11.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
68
Increased
288
Reduced
252
Closed
58
Calls
$51.7M
Puts
$31.5M
Net Calls
+$20.1M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
376
Glenmede Trust
Pennsylvania
$839K -$62.3K -137 -7%
SWP
377
Strategic Wealth Partners
Ohio
$816K +$61.8K +136 +8%
KPWS
378
Kestra Private Wealth Services
Texas
$796K +$80.4K +177 +11%
MPPW
379
Mitchell & Pahl Private Wealth
Oklahoma
$789K +$30.4K +67 +4%
MYIA
380
Mount Yale Investment Advisors
Colorado
$788K -$49.5K -109 -6%
Wolverine Trading
381
Wolverine Trading
Illinois
$780K +$496K +1,091 +175%
WS
382
Wedbush Securities
California
$776K +$572K +1,260 +281%
CISOA
383
Capital Investment Services of America
Wisconsin
$769K -$56.8K -125 -7%
NIC
384
Northwest Investment Counselors
Oregon
$769K -$22.7K -50 -3%
EGM
385
Engineers Gate Manager
New York
$759K +$759K +1,670 New
DWM
386
Dakota Wealth Management
Florida
$751K +$136K +299 +22%
NO
387
Ninety One
South Africa
$751K -$254K -560 -25%
DC
388
Davenport & Co
Virginia
$749K +$65.4K +144 +10%
PAG
389
Private Advisor Group
New Jersey
$744K +$46.8K +103 +7%
IWC
390
Integrated Wealth Concepts
Massachusetts
$740K +$14.1K +31 +2%
PAS
391
Park Avenue Securities
New York
$739K +$32.7K +72 +5%
LNC
392
Lincoln National Corp
Pennsylvania
$730K +$51.4K +113 +8%
IFWM
393
Institute for Wealth Management
Colorado
$721K -$454 -1 -0.1%
GC
394
Guggenheim Capital
Illinois
$716K -$287K -631 -29%
AWAU
395
Alliance Wealth Advisors (Utah)
Utah
$707K -$15.4K -34 -2%
MLICM
396
Metropolitan Life Insurance Company (MetLife)
New York
$698K -$4.54K -10 -0.6%
KPPF
397
Klein Pavlis & Peasley Financial
California
$694K -$50K -110 -7%
SIA
398
SkyView Investment Advisors
New Jersey
$693K +$693K +1,526 New
APG Asset Management
399
APG Asset Management
Netherlands
$688K -$8.92M -21,199 -93%
RSWM
400
Robertson Stephens Wealth Management
California
$686K +$686K +1,509 New