774 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
11.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
68
Increased
288
Reduced
252
Closed
58
Calls
$51.7M
Puts
$31.5M
Net Calls
+$20.1M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Vontobel Holding
426
Vontobel Holding
Switzerland
$570K -$161K -355 -22%
CIBC Private Wealth Group
427
CIBC Private Wealth Group
Georgia
$569K +$886 +2 +0.2%
QPW
428
Quantum Private Wealth
Florida
$566K
HCA
429
Harbor Capital Advisors
Illinois
$552K +$197K +434 +56%
NMIMC
430
Northwestern Mutual Investment Management Company
Wisconsin
$549K +$2.73K +6 +0.5%
MFA
431
Mayflower Financial Advisors
Massachusetts
$548K -$455 -1 -0.1%
Focus Partners Wealth
432
Focus Partners Wealth
Massachusetts
$542K +$42.3K +93 +8%
BL
433
Balentine LLC
Georgia
$538K -$454 -1 -0.1%
WB
434
WesBanco Bank
West Virginia
$534K +$534K +1,175 New
DADC
435
D.A. Davidson & Co
Montana
$534K +$26.8K +59 +5%
CIBC World Market
436
CIBC World Market
Ontario, Canada
$533K +$119K +261 +29%
LA
437
Lindenwold Advisors
Pennsylvania
$510K -$3.64K -8 -0.7%
SW
438
SteelPeak Wealth
California
$510K +$510K +1,123 New
HPC
439
HM Payson & Co
Maine
$508K +$31.8K +70 +7%
SFI
440
Siemens Fonds Invest
Germany
$507K +$314K +691 +163%
BP
441
Ballentine Partners
Massachusetts
$504K +$5K +11 +1%
Fifth Third Bancorp
442
Fifth Third Bancorp
Ohio
$503K -$9.54K -21 -2%
SF
443
Summit Financial
New Jersey
$499K -$155K -340 -24%
PIM
444
Provident Investment Management
Michigan
$498K -$102K -225 -17%
LI
445
LMCG Investments
Massachusetts
$497K -$25K -55 -5%
CBNLCF
446
Cognios Beta Neutral Large Cap Fund
Kansas
$489K -$35.9K -79 -7%
NPT
447
Nixon Peabody Trust
Massachusetts
$480K -$42.3K -93 -8%
HWMG
448
Hurlow Wealth Management Group
Indiana
$474K
RIM
449
Rakuten Investment Management
Japan
$466K +$423K +931 +990%
SFP
450
Shepherd Financial Partners
Massachusetts
$460K -$55.4K -122 -11%