We are live on ! Find out more

691 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $29.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 77

4% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 244

1.19% less ownership

Funds ownership: 90.66%89.47% (-1.2%)

2% less funds holding

Funds holding: 704691 (-13)

12% less capital invested

Capital invested by funds: $14.8B → $12.9B (-$1.82B)

Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
235
Reduced
244
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
401
Anchor Capital Advisors
Massachusetts
$577K
HIM
402
Hillsdale Investment Management
Ontario, Canada
$570K +$7.83K +20 +1%
OAM
403
Oppenheimer Asset Management
New York
$569K -$50.5K -129 -8%
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$559K
DBRC
405
D.B. Root & Company
Pennsylvania
$558K -$1.57K -4 -0.3%
DT
406
Diversified Trust
Tennessee
$554K +$564K +1,441 New
EI
407
Ethic Inc
New York
$553K +$220K +562 +64%
MWM
408
Mattern Wealth Management
Kansas
$545K
GFS
409
GYL Financial Synergies
Connecticut
$543K
HPC
410
HM Payson & Co
Maine
$538K +$391 +1 +0.1%
STC
411
Sarah T. Connolly
$535K -$7.83K -20 -1%
SEC
412
Seven Eight Capital
New York
$532K +$542K +1,384 New
WB
413
WesBanco Bank
West Virginia
$526K
XT
414
XTX Topco
Cayman Islands
$521K +$530K +1,354 New
AWM
415
Avior Wealth Management
Nebraska
$512K -$7.83K -20 -1%
Cetera Investment Advisers
416
Cetera Investment Advisers
Illinois
$505K -$9K -23 -2%
HWMG
417
Hurlow Wealth Management Group
Indiana
$502K
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$498K +$70.1K +179 +16%
GLAM
419
Gardner Lewis Asset Management
Pennsylvania
$497K +$506K +1,293 New
QPW
420
Quantum Private Wealth
Florida
$492K
DWA
421
Douglass Winthrop Advisors
New York
$490K
KA
422
Kovack Advisors
Florida
$476K -$117K -298 -19%
MPPW
423
Mitchell & Pahl Private Wealth
Oklahoma
$476K +$485K +1,239 New
ATPW
424
Ashton Thomas Private Wealth
Arizona
$473K +$481K +1,230 New
KPWS
425
Kestra Private Wealth Services
Texas
$471K +$42.7K +109 +10%