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 %
AC
426
Allstate Corporation
Illinois
$460K +$460K +1,195 New
LI
427
LMCG Investments
Massachusetts
$457K
DIA
428
Dean Investment Associates
Ohio
$455K -$15.8K -41 -3%
AP
429
Advisor Partners
California
$444K +$82K +213 +23%
WFA
430
Websterrogers Financial Advisors
South Carolina
$430K -$13.8K -36 -3%
Vontobel Holding
431
Vontobel Holding
Switzerland
$429K +$26.4K +69 +7%
PWS
432
Precision Wealth Strategies
Missouri
$421K +$25.6K +65 +6%
EWA
433
EP Wealth Advisors
California
$412K +$2.31K +6 +0.6%
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K +$18.1K +47 +5%
DADC
435
D.A. Davidson & Co
Montana
$407K
AIM
436
Alhambra Investment Management
Florida
$404K -$7.7K -20 -2%
AAM
437
Advisors Asset Management
Colorado
$403K -$363K -943 -47%
MCM
438
MAI Capital Management
Ohio
$403K -$2.69K -7 -0.7%
CWP
439
Curated Wealth Partners
California
$399K -$46.2K -120 -10%
CP
440
Covenant Partners
Tennessee
$396K
BFEC
441
Benjamin F. Edwards & Company
Missouri
$394K +$125K +326 +47%
LA
442
Legacy Advisors
Pennsylvania
$394K +$157K +408 +66%
RIM
443
Redpoint Investment Management
Australia
$393K
BHIA
444
Birch Hill Investment Advisors
Massachusetts
$389K
SIA
445
SkyView Investment Advisors
New Jersey
$389K +$10.4K +27 +3%
LAM
446
L2 Asset Management
Massachusetts
$387K +$6.54K +17 +2%
HSA
447
HBK Sorce Advisory
Pennsylvania
$387K +$26.9K +70 +7%
MFS
448
Mirabella Financial Services
United Kingdom
$386K -$1.49M -3,865 -79%
MS
449
Maven Securities
Jersey
$385K -$77K -200 -17%
BP
450
Ballentine Partners
Massachusetts
$385K -$26.2K -68 -6%