731 hedge funds and large institutions have $13.7B invested in Factset in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
11.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
247
Reduced
257
Closed
59
Calls
$31.2M
Puts
$41.7M
Net Calls
-$10.6M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Shares
Change %
Impax Asset Management Group
451
Impax Asset Management Group
United Kingdom
$425K +$10K +25 +2%
BAMF
452
BI Asset Management Fondsmaeglerselskab
Denmark
$425K -$2.14M -5,351 -83%
V
453
Veritable
Delaware
$425K -$24.8K -62 -6%
BP
454
Ballentine Partners
Massachusetts
$424K +$2.4K +6 +0.6%
AIM
455
Alhambra Investment Management
Florida
$421K
HPC
456
HM Payson & Co
Maine
$420K -$20K -50 -5%
HWMG
457
Hurlow Wealth Management Group
Indiana
$418K
JWCA
458
J.W. Coons Advisors
Ohio
$415K -$60.1K -150 -13%
TSS
459
Two Sigma Securities
New York
$409K +$115K +287 +39%
CWP
460
Curated Wealth Partners
California
$406K
BHIA
461
Birch Hill Investment Advisors
Massachusetts
$405K
DIA
462
Dean Investment Associates
Ohio
$403K -$22K -55 -5%
OWA
463
Opal Wealth Advisors
New York
$401K +$401K +1,001 New
MMA
464
Miracle Mile Advisors
California
$401K
DWP
465
Daymark Wealth Partners
Ohio
$396K -$31.7K -79 -7%
CCIA
466
Campbell & Co Investment Adviser
Maryland
$394K +$28.8K +72 +8%
SLA
467
Silver Lake Advisory
Utah
$393K
RGC
468
Roberts, Glore & Co
Illinois
$391K -$18K -45 -4%
RT
469
Rockland Trust
Massachusetts
$386K +$17.6K +44 +5%
QI
470
Qtron Investments
Massachusetts
$385K
C
471
Certuity
Florida
$382K +$155K +386 +68%
BMSSC
472
B. Metzler seel. Sohn & Co
Germany
$382K +$118K +295 +45%
FIM
473
Freedom Investment Management
Connecticut
$379K -$101K -252 -21%
TCM
474
Teza Capital Management
Illinois
$379K +$379K +945 New
T
475
TOBAM
France
$377K -$191K -476 -34%