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 %
MCM
426
MAI Capital Management
Ohio
$551K -$34.1K -85 -6%
API
427
Advisor Partners II
California
$549K +$76.2K +190 +16%
KRSITF
428
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$546K
I
429
InceptionR
California
$545K +$545K +1,358 New
GFS
430
GYL Financial Synergies
Connecticut
$544K +$2.01K +5 +0.4%
MML Investors Services
431
MML Investors Services
Massachusetts
$539K -$8.03K -20 -1%
AWM
432
Avior Wealth Management
Nebraska
$535K
AWM
433
Axxcess Wealth Management
California
$534K +$534K +1,331 New
WB
434
WesBanco Bank
West Virginia
$534K +$534K +1,330 New
AAS
435
Avantax Advisory Services
Texas
$530K +$214K +534 +68%
BCV
436
Banque Cantonale Vaudoise
Switzerland
$521K -$361K -900 -41%
BL
437
Balentine LLC
Georgia
$520K +$22.5K +56 +5%
CCM
438
Coldstream Capital Management
Washington
$520K +$520K +1,295 New
STC
439
Sarah T. Connolly
$516K -$18.1K -45 -3%
QPW
440
Quantum Private Wealth
Florida
$514K
CIM
441
Contravisory Investment Management
Massachusetts
$510K +$63.4K +158 +14%
AC
442
Allstate Corporation
Illinois
$500K +$20.5K +51 +4%
AIM
443
Allstate Investment Management
Illinois
$500K +$500K +1,246 New
KAS
444
Kestra Advisory Services
Texas
$499K +$248K +618 +99%
SIA
445
SkyView Investment Advisors
New Jersey
$492K +$10K +25 +2%
MFA
446
Mayflower Financial Advisors
Massachusetts
$488K -$401 -1 -0.1%
LNC
447
Lincoln National Corp
Pennsylvania
$486K +$2.41K +6 +0.5%
DWA
448
Douglass Winthrop Advisors
New York
$480K -$31.3K -78 -6%
NMIMC
449
Northwestern Mutual Investment Management Company
Wisconsin
$479K -$87.1K -217 -15%
LI
450
LMCG Investments
Massachusetts
$477K