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Factset

700 hedge funds and large institutions have $14.8B invested in Factset in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 246 increasing their positions, 238 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+11
Holders Change %
+1.6%
% of All Funds
11.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
246
Reduced
238
Closed
65
Calls
$58.2M
Puts
$94.4M
Net Calls
-$36.2M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
401
Mattern Wealth Management
Kansas
$616K -$14.8K -34 -2%
GFS
402
GYL Financial Synergies
Connecticut
$613K -$21.7K -50 -3%
STC
403
Sarah T. Connolly
$612K
SDIC
404
South Dakota Investment Council
South Dakota
$608K -$1.05M -2,420 -63%
HPC
405
HM Payson & Co
Maine
$607K +$66K +152 +12%
VI
406
Versor Investments
New York
$597K +$332K +765 +125%
WB
407
WesBanco Bank
West Virginia
$594K -$56K -129 -9%
AWM
408
Avior Wealth Management
Nebraska
$587K -$139K -320 -19%
PSUF
409
People's United Financial
Connecticut
$581K +$581K +1,338 New
Cetera Investment Advisers
410
Cetera Investment Advisers
Illinois
$580K -$98.1K -226 -14%
Creative Planning
411
Creative Planning
Kansas
$580K +$40.8K +94 +8%
CAM
412
Cresset Asset Management
Illinois
$571K -$56.1K -129 -9%
HWMG
413
Hurlow Wealth Management Group
Indiana
$567K
CWP
414
Curated Wealth Partners
California
$562K
QPW
415
Quantum Private Wealth
Florida
$556K -$13.9K -32 -2%
DWA
416
Douglass Winthrop Advisors
New York
$553K
RGC
417
Roberts, Glore & Co
Illinois
$544K -$2.17K -5 -0.4%
DIA
418
Dean Investment Associates
Ohio
$532K -$48.6K -112 -8%
MFA
419
Mayflower Financial Advisors
Massachusetts
$528K +$868 +2 +0.2%
LNC
420
Lincoln National Corp
Pennsylvania
$526K -$22.6K -52 -4%
MS
421
Maven Securities
Jersey
$521K +$334K +770 +179%
BAM
422
Blueshift Asset Management
New Jersey
$518K -$133K -306 -20%
LI
423
LMCG Investments
Massachusetts
$516K +$516K +1,189 New
KWM
424
Kingsview Wealth Management
Oregon
$505K -$59.9K -138 -11%
WFA
425
Websterrogers Financial Advisors
South Carolina
$495K +$15.4K +36 +3%