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Factset

797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
426
Bridgefront Capital
Texas
$635K +$635K +1,556 New
AWAU
427
Alliance Wealth Advisors (Utah)
Utah
$634K -$408 -1 -0.1%
JWCA
428
J.W. Coons Advisors
Ohio
$627K +$36.7K +90 +6%
IWC
429
Integrated Wealth Concepts
Massachusetts
$622K -$42.5K -104 -6%
OAC
430
OMERS Administration Corp
Ontario, Canada
$621K +$621K +1,520 New
RSWM
431
Robertson Stephens Wealth Management
California
$617K +$1.23K +3 +0.2%
ACA
432
Anchor Capital Advisors
Massachusetts
$612K
SCA
433
Snowden Capital Advisors
New York
$612K +$9.8K +24 +2%
CCA
434
Conestoga Capital Advisors
Pennsylvania
$602K -$5.31K -13 -0.9%
FFP
435
FourThought Financial Partners
Florida
$597K +$22.1K +54 +4%
TYCC
436
Texas Yale Capital Corp
Florida
$594K +$44.9K +110 +8%
EOJOAM
437
E. Ohman J:or Asset Management
Sweden
$594K
MWM
438
Mattern Wealth Management
Kansas
$588K -$1.43M -3,499 -71%
QCM
439
Qsemble Capital Management
New York
$574K +$574K +1,406 New
AWM
440
Avior Wealth Management
Nebraska
$561K -$18.8K -46 -3%
ACM
441
Aquatic Capital Management
Illinois
$555K +$555K +1,360 New
DBIA
442
Dumont & Blake Investment Advisors
New Jersey
$554K +$272K +666 +96%
LCM
443
Laurion Capital Management
New York
$554K -$4.07M -9,960 -88%
NP
444
Nilsine Partners
Colorado
$547K -$2.04K -5 -0.4%
NB
445
Norinchukin Bank
Japan
$546K +$29.4K +72 +6%
BFEC
446
Benjamin F. Edwards & Company
Missouri
$546K +$417K +1,021 +323%
ATC
447
Argent Trust Co
Tennessee
$536K +$11K +27 +2%
WCF
448
West Coast Financial
California
$530K -$6.17M -15,107 -92%
DAC
449
Dividend Assets Capital
South Carolina
$527K
MCM
450
MAI Capital Management
Ohio
$523K -$4.49K -11 -0.9%