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 %
FDCDDQ
451
Federation des caisses Desjardins du Quebec
Quebec, Canada
$472K +$62.6K +156 +15%
JWCA
452
J.W. Coons Advisors
Ohio
$471K +$63.8K +159 +16%
PSC
453
Portman Square Capital
United Kingdom
$471K +$471K +1,175 New
DIA
454
Dean Investment Associates
Ohio
$467K -$2.41K -6 -0.5%
KFP
455
KB Financial Partners
New Jersey
$461K +$6.42K +16 +1%
GC
456
Guardian Capital
Ontario, Canada
$458K +$87.9K +219 +24%
BP
457
Ballentine Partners
Massachusetts
$457K -$7.22K -18 -2%
MWM
458
Meridian Wealth Management
Kentucky
$452K +$452K +1,126 New
WFA
459
Websterrogers Financial Advisors
South Carolina
$449K
GAM
460
Gotham Asset Management
New York
$445K +$445K +1,110 New
V
461
Veritable
Delaware
$444K +$89.5K +223 +25%
EWA
462
EP Wealth Advisors
California
$444K +$444K +1,107 New
HPC
463
HM Payson & Co
Maine
$444K -$16.9K -42 -4%
BAM
464
Blueshift Asset Management
New Jersey
$443K +$443K +1,105 New
Vontobel Holding
465
Vontobel Holding
Switzerland
$442K +$38.7K +98 +10%
DADC
466
D.A. Davidson & Co
Montana
$429K -$11.3K -28 -3%
KCM
467
Kennedy Capital Management
Missouri
$426K +$426K +1,063 New
AIM
468
Alhambra Investment Management
Florida
$421K
PAM
469
Palisade Asset Management
Minnesota
$421K +$30.1K +75 +8%
HWMG
470
Hurlow Wealth Management Group
Indiana
$419K -$91.1K -227 -18%
MAS
471
Meeder Advisory Services
Ohio
$414K +$414K +1,033 New
CP
472
Covenant Partners
Tennessee
$413K
RGC
473
Roberts, Glore & Co
Illinois
$411K -$33.7K -84 -8%
Fifth Third Bancorp
474
Fifth Third Bancorp
Ohio
$411K +$16.9K +42 +4%
DGAM
475
Desjardins Global Asset Management
Quebec, Canada
$410K +$19.6K +49 +5%