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 %
BHIA
451
Birch Hill Investment Advisors
Massachusetts
$460K
MMA
452
Miracle Mile Advisors
California
$454K
TMAM
453
Tokio Marine Asset Management
Japan
$454K +$8.63K +19 +2%
QCM
454
QRG Capital Management
Illinois
$454K +$75K +165 +20%
AIM
455
Alhambra Investment Management
Florida
$450K -$27.3K -60 -6%
DWP
456
Daymark Wealth Partners
Ohio
$449K
SLA
457
Silver Lake Advisory
Utah
$446K +$446K +981 New
SI
458
Seeds Investor
New York
$444K +$36.3K +80 +9%
AAM
459
Aureus Asset Management
Massachusetts
$443K -$45.4K -100 -9%
RGC
460
Roberts, Glore & Co
Illinois
$443K
HAG
461
HighPoint Advisor Group
Illinois
$443K +$4.4K +10 +1%
DWA
462
Douglass Winthrop Advisors
New York
$441K
Teacher Retirement System of Texas
463
Teacher Retirement System of Texas
Texas
$440K -$3.45M -7,606 -89%
SFA
464
Sequoia Financial Advisors
Ohio
$438K -$895K -1,969 -67%
VSQM
465
V-Square Quantitative Management
Illinois
$438K
AWM
466
Apollon Wealth Management
South Carolina
$431K -$41.4K -91 -9%
KWM
467
KFG Wealth Management
Indiana
$430K +$4.55K +10 +1%
WAG
468
Wallace Advisory Group
California
$429K +$40.1K +84 +10%
EF
469
Empirical Finance
Pennsylvania
$426K +$21.4K +47 +5%
RT
470
Rockland Trust
Massachusetts
$424K -$7.73K -17 -2%
RJT
471
Raymond James Trust
Florida
$418K +$10.9K +24 +3%
AIMCA
472
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$409K
FTDI
473
First Trust Direct Indexing
Massachusetts
$408K +$89.1K +196 +28%
TPWA
474
TRUE Private Wealth Advisors
Oregon
$395K +$34.1K +75 +9%
DIA
475
Dean Investment Associates
Ohio
$394K -$44.5K -98 -10%