820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EGM
426
Engineers Gate Manager
New York
$670K +$298K +648 +80%
TYCC
427
Texas Yale Capital Corp
Florida
$669K
SCA
428
Snowden Capital Advisors
New York
$669K -$20.7K -45 -3%
EOJOAM
429
E. Ohman J:or Asset Management
Sweden
$669K
PI
430
PGGM Investments
Netherlands
$664K -$1.85M -4,025 -74%
FRM
431
Fox Run Management
Connecticut
$662K +$662K +1,439 New
CCA
432
Conestoga Capital Advisors
Pennsylvania
$661K -$17K -37 -3%
CIBC World Market
433
CIBC World Market
Ontario, Canada
$629K +$154K +335 +32%
Jones Financial Companies
434
Jones Financial Companies
Missouri
$626K +$495K +1,080 +380%
SRL
435
Scientech Research LLC
New Jersey
$625K -$738K -1,605 -54%
GWP
436
Gen-Wealth Partners
Michigan
$621K +$249K +549 +67%
SF
437
Synovus Financial
Georgia
$614K +$296K +643 +93%
ATC
438
Argent Trust Co
Tennessee
$613K +$10.1K +22 +2%
HAG
439
HighPoint Advisor Group
Illinois
$613K +$115K +250 +23%
Vontobel Holding
440
Vontobel Holding
Switzerland
$608K +$57.5K +125 +10%
MWM
441
Mattern Wealth Management
Kansas
$596K -$67.2K -146 -10%
HPC
442
HM Payson & Co
Maine
$593K +$69.4K +151 +13%
DAC
443
Dividend Assets Capital
South Carolina
$591K -$2.76K -6 -0.5%
FCM
444
FJ Capital Management
Virginia
$590K +$590K +1,282 New
GFS
445
GYL Financial Synergies
Connecticut
$574K -$2.3K -5 -0.4%
NP
446
Nilsine Partners
Colorado
$562K -$53.8K -117 -9%
IMCOOI
447
Investment Management Corp of Ontario (IMCO)
Canada
$558K +$138K +300 +33%
AWM
448
Avior Wealth Management
Nebraska
$556K -$75K -163 -12%
NMIMC
449
Northwestern Mutual Investment Management Company
Wisconsin
$554K -$4.14K -9 -0.7%
MFA
450
Mayflower Financial Advisors
Massachusetts
$553K +$1.84K +4 +0.3%