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Factset

737 hedge funds and large institutions have $13.4B invested in Factset in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 231 increasing their positions, 267 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
11.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
109
Increased
231
Reduced
267
Closed
48
Calls
$78.9M
Puts
$86.8M
Net Calls
-$7.86M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
401
Davenport & Co
Virginia
$651K -$6.82K -17 -1%
CPWA
402
Cerro Pacific Wealth Advisors
California
$651K -$803 -2 -0.1%
HBT
403
Heartland Bank & Trust
Illinois
$644K +$62.6K +156 +11%
SF
404
Synovus Financial
Georgia
$644K +$292K +727 +83%
GTCM
405
Gyon Technologies Capital Management
New Jersey
$638K -$882K -2,199 -58%
TCM
406
Teza Capital Management
Illinois
$636K +$636K +1,585 New
EOJOAM
407
E. Ohman J:or Asset Management
Sweden
$623K +$40.1K +100 +7%
ZCA
408
Zeke Capital Advisors
Pennsylvania
$617K +$617K +1,538 New
SCA
409
Snowden Capital Advisors
New York
$609K -$115K -286 -16%
MWM
410
Mattern Wealth Management
Kansas
$605K +$35.7K +89 +6%
SFP
411
Shepherd Financial Partners
Massachusetts
$604K +$802 +2 +0.1%
Wolverine Trading
412
Wolverine Trading
Illinois
$603K +$342K +854 +131%
ACA
413
Anchor Capital Advisors
Massachusetts
$602K
HFS
414
Haverford Financial Services
Pennsylvania
$596K
KPWS
415
Kestra Private Wealth Services
Texas
$588K +$80.2K +200 +16%
Jane Street
416
Jane Street
New York
$587K -$4.51M -11,240 -88%
Impax Asset Management Group
417
Impax Asset Management Group
United Kingdom
$585K -$90.3K -225 -13%
MPPW
418
Mitchell & Pahl Private Wealth
Oklahoma
$578K +$44.5K +111 +8%
HSA
419
HBK Sorce Advisory
Pennsylvania
$575K +$146K +364 +34%
FFP
420
FourThought Financial Partners
Florida
$574K +$574K +1,430 New
SEC
421
Seven Eight Capital
New York
$569K +$569K +1,417 New
KLC
422
Knowledge Leaders Capital
Colorado
$567K +$164K +410 +41%
HI
423
Horizon Investments
North Carolina
$560K -$1.61K -4 -0.3%
KI
424
Kula Investments
Illinois
$558K +$558K +1,390 New
OAM
425
Oppenheimer Asset Management
New York
$553K -$41.3K -103 -7%