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 %
API
426
Advisor Partners II
California
$471K +$471K +1,178 New
DIA
427
Dean Investment Associates
Ohio
$469K -$5.21K -13 -1%
ANTB
428
AMG National Trust Bank
Colorado
$464K +$230K +575 +98%
BP
429
Ballentine Partners
Massachusetts
$463K +$62.8K +157 +16%
HPC
430
HM Payson & Co
Maine
$459K -$100K -251 -18%
BMSSC
431
B. Metzler seel. Sohn & Co
Germany
$454K +$69.7K +174 +18%
KFP
432
KB Financial Partners
New Jersey
$453K +$77.2K +193 +21%
Cetera Investment Advisers
433
Cetera Investment Advisers
Illinois
$451K -$74.4K -186 -14%
WFA
434
Websterrogers Financial Advisors
South Carolina
$447K
CIM
435
Contravisory Investment Management
Massachusetts
$446K +$65.3K +163 +17%
RGC
436
Roberts, Glore & Co
Illinois
$444K -$40K -100 -8%
PP
437
Prudential plc
United Kingdom
$433K -$672K -1,679 -61%
DADC
438
D.A. Davidson & Co
Montana
$433K +$11.2K +28 +3%
HSA
439
HBK Sorce Advisory
Pennsylvania
$427K +$24.8K +62 +6%
MAM
440
Meeder Asset Management
Ohio
$427K +$49.6K +124 +13%
LAM
441
L2 Asset Management
Massachusetts
$424K +$21.2K +53 +5%
AIM
442
Alhambra Investment Management
Florida
$420K
CP
443
Covenant Partners
Tennessee
$412K
AAM
444
Advisors Asset Management
Colorado
$411K -$8.4K -21 -2%
RIM
445
Redpoint Investment Management
Australia
$409K
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K -$18.8K -47 -4%
JWCA
447
J.W. Coons Advisors
Ohio
$407K +$120K +300 +42%
Vontobel Holding
448
Vontobel Holding
Switzerland
$405K -$38.8K -98 -9%
CWP
449
Curated Wealth Partners
California
$405K -$9.2K -23 -2%
BHIA
450
Birch Hill Investment Advisors
Massachusetts
$405K