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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
MFA
426
Mayflower Financial Advisors
Massachusetts
$468K
LNC
427
Lincoln National Corp
Pennsylvania
$466K +$783 +2 +0.2%
RGC
428
Roberts, Glore & Co
Illinois
$465K -$17.2K -44 -4%
AC
429
Allstate Corporation
Illinois
$460K +$468K +1,195 New
LI
430
LMCG Investments
Massachusetts
$457K
DIA
431
Dean Investment Associates
Ohio
$455K -$16K -41 -3%
AP
432
Advisor Partners
California
$444K +$83.4K +213 +23%
WFA
433
Websterrogers Financial Advisors
South Carolina
$430K -$14.1K -36 -3%
Vontobel Holding
434
Vontobel Holding
Switzerland
$429K +$27K +69 +7%
PWS
435
Precision Wealth Strategies
Missouri
$421K +$25.4K +65 +6%
EWA
436
EP Wealth Advisors
California
$412K +$2.35K +6 +0.6%
FDCDDQ
437
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K +$18.4K +47 +5%
DADC
438
D.A. Davidson & Co
Montana
$407K
AIM
439
Alhambra Investment Management
Florida
$404K -$7.83K -20 -2%
AAM
440
Advisors Asset Management
Colorado
$403K -$369K -943 -47%
MCM
441
MAI Capital Management
Ohio
$403K -$2.74K -7 -0.7%
CWP
442
Curated Wealth Partners
California
$399K -$47K -120 -10%
CP
443
Covenant Partners
Tennessee
$396K
BFEC
444
Benjamin F. Edwards & Company
Missouri
$394K +$128K +326 +47%
LA
445
Legacy Advisors
Pennsylvania
$394K +$160K +408 +66%
RIM
446
Redpoint Investment Management
Australia
$393K
BHIA
447
Birch Hill Investment Advisors
Massachusetts
$389K
SIA
448
SkyView Investment Advisors
New Jersey
$389K +$10.6K +27 +3%
LAM
449
L2 Asset Management
Massachusetts
$387K +$6.65K +17 +2%
HSA
450
HBK Sorce Advisory
Pennsylvania
$387K +$27.4K +70 +7%