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 %
EOJOAM
401
E. Ohman J:or Asset Management
Sweden
$559K
DBRC
402
D.B. Root & Company
Pennsylvania
$558K -$1.54K -4 -0.3%
DT
403
Diversified Trust
Tennessee
$554K +$554K +1,441 New
EI
404
Ethic Inc
New York
$553K +$216K +562 +64%
MWM
405
Mattern Wealth Management
Kansas
$545K
GFS
406
GYL Financial Synergies
Connecticut
$543K
HPC
407
HM Payson & Co
Maine
$538K +$385 +1 +0.1%
STC
408
Sarah T. Connolly
$535K -$7.7K -20 -1%
SEC
409
Seven Eight Capital
New York
$532K +$532K +1,384 New
WB
410
WesBanco Bank
West Virginia
$526K
XT
411
XTX Topco
Cayman Islands
$521K +$521K +1,354 New
AWM
412
Avior Wealth Management
Nebraska
$512K -$7.68K -20 -1%
Cetera Investment Advisers
413
Cetera Investment Advisers
Illinois
$505K -$8.85K -23 -2%
HWMG
414
Hurlow Wealth Management Group
Indiana
$502K
KRSITF
415
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$498K +$68.8K +179 +16%
GLAM
416
Gardner Lewis Asset Management
Pennsylvania
$497K +$497K +1,293 New
QPW
417
Quantum Private Wealth
Florida
$492K
DWA
418
Douglass Winthrop Advisors
New York
$490K
KA
419
Kovack Advisors
Florida
$476K -$115K -298 -19%
MPPW
420
Mitchell & Pahl Private Wealth
Oklahoma
$476K +$476K +1,239 New
ATPW
421
Ashton Thomas Private Wealth
Arizona
$473K +$473K +1,230 New
KPWS
422
Kestra Private Wealth Services
Texas
$471K +$41.9K +109 +10%
MFA
423
Mayflower Financial Advisors
Massachusetts
$468K
LNC
424
Lincoln National Corp
Pennsylvania
$466K +$768 +2 +0.2%
RGC
425
Roberts, Glore & Co
Illinois
$465K -$16.9K -44 -4%