687 hedge funds and large institutions have $13.7B invested in Factset in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 249 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
11.88%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
64
Increased
238
Reduced
249
Closed
55
Calls
$37.4M
Puts
$34.7M
Net Calls
+$2.63M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
401
Horizon Investments
North Carolina
$560K +$291K +727 +108%
UB
402
UMB Bank
Missouri
$555K -$1.77M -4,418 -76%
MML Investors Services
403
MML Investors Services
Massachusetts
$545K -$122K -306 -18%
KRSITF
404
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$545K +$26.4K +66 +5%
LA
405
Legacy Advisors
Pennsylvania
$543K +$134K +334 +33%
GFS
406
GYL Financial Synergies
Connecticut
$541K -$24K -60 -4%
STC
407
Sarah T. Connolly
$532K -$24K -60 -4%
AWM
408
Avior Wealth Management
Nebraska
$532K
MPPW
409
Mitchell & Pahl Private Wealth
Oklahoma
$532K +$36K +90 +7%
DA
410
DCM Advisors
New York
$524K +$188K +470 +56%
QPW
411
Quantum Private Wealth
Florida
$512K
TFA
412
Transamerica Financial Advisors
Florida
$512K +$223K +556 +77%
YIH
413
Y-Intercept (HK)
Hong Kong
$512K +$512K +1,279 New
DWA
414
Douglass Winthrop Advisors
New York
$510K
HWMG
415
Hurlow Wealth Management Group
Indiana
$509K -$14K -35 -3%
KPWS
416
Kestra Private Wealth Services
Texas
$506K +$16K +40 +3%
BL
417
Balentine LLC
Georgia
$497K -$111K -276 -18%
CW
418
CreativeOne Wealth
Kansas
$497K +$497K +1,242 New
CAN
419
Cetera Advisor Networks
California
$495K +$147K +368 +42%
MFA
420
Mayflower Financial Advisors
Massachusetts
$487K
LNC
421
Lincoln National Corp
Pennsylvania
$482K -$3.2K -8 -0.7%
SIA
422
SkyView Investment Advisors
New Jersey
$480K +$75.5K +189 +19%
AC
423
Allstate Corporation
Illinois
$478K
LI
424
LMCG Investments
Massachusetts
$476K
PTC
425
Petrus Trust Company
Texas
$471K +$471K +1,176 New