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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 %
KRSITF
426
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$485K +$53.9K +124 +13%
KPWS
427
Kestra Private Wealth Services
Texas
$485K +$56.5K +130 +13%
AP
428
Advisors Preferred
Maryland
$483K -$5.57M -12,972 -92%
PFO
429
Pathstone Family Office
New Jersey
$466K +$43.9K +71 +10%
SSW
430
Smith Shellnut Wilson
Mississippi
$465K -$24.3K -56 -5%
AIM
431
Alhambra Investment Management
Florida
$465K
BP
432
Ballentine Partners
Massachusetts
$465K +$465K +1,069 New
EWA
433
EP Wealth Advisors
California
$463K +$869 +2 +0.2%
Vontobel Holding
434
Vontobel Holding
Switzerland
$463K +$153K +348 +50%
DADC
435
D.A. Davidson & Co
Montana
$460K -$9.12K -21 -2%
MCM
436
MAI Capital Management
Ohio
$458K +$16.9K +39 +4%
CP
437
Covenant Partners
Tennessee
$447K -$9.98K -23 -2%
RIM
438
Redpoint Investment Management
Australia
$444K
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$443K -$2.1M -4,826 -83%
BHIA
440
Birch Hill Investment Advisors
Massachusetts
$439K
PWS
441
Precision Wealth Strategies
Missouri
$437K -$26.9K -62 -6%
MUAMU
442
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$434K -$304K -700 -41%
JG
443
Jefferies Group
New York
$434K +$434K +1,000 New
MMA
444
Miracle Mile Advisors
California
$434K
TC
445
Toews Corporation
New Jersey
$434K +$434K +1,000 New
Verition Fund Management
446
Verition Fund Management
Connecticut
$430K +$430K +990 New
RT
447
Rockland Trust
Massachusetts
$429K +$56.1K +129 +15%
LAM
448
L2 Asset Management
Massachusetts
$429K +$429K +989 New
SIA
449
SkyView Investment Advisors
New Jersey
$428K -$15M -34,494 -97%
SLA
450
Silver Lake Advisory
Utah
$426K