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 %
QPW
451
Quantum Private Wealth
Florida
$553K
BTWM
452
Baker Tilly Wealth Management
Wisconsin
$551K -$24.8K -54 -4%
DADC
453
D.A. Davidson & Co
Montana
$548K +$7.82K +17 +1%
AAS
454
Avantax Advisory Services
Texas
$547K +$48.7K +106 +10%
CA
455
CoreCap Advisors
Michigan
$540K +$540K +1,175 New
WB
456
WesBanco Bank
West Virginia
$530K -$13.8K -30 -3%
PIM
457
Provident Investment Management
Michigan
$526K +$22.5K +49 +4%
SF
458
Summit Financial
New Jersey
$521K -$66.7K -145 -11%
QCM
459
QRG Capital Management
Illinois
$518K +$31.7K +69 +7%
KRSITF
460
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K -$47.4K -103 -8%
SPWG
461
Sage Private Wealth Group
Illinois
$517K +$17K +37 +3%
LA
462
Lindenwold Advisors
Pennsylvania
$508K +$2.3K +5 +0.5%
LI
463
LMCG Investments
Massachusetts
$503K
VSQM
464
V-Square Quantitative Management
Illinois
$495K +$8.28K +18 +2%
KWM
465
KFG Wealth Management
Indiana
$491K +$27.1K +59 +6%
AFCM
466
Applied Finance Capital Management
Puerto Rico
$486K -$56.1K -122 -10%
TMAM
467
Tokio Marine Asset Management
Japan
$483K +$23.5K +51 +5%
NO
468
Ninety One
South Africa
$481K -$279K -606 -37%
HWMG
469
Hurlow Wealth Management Group
Indiana
$469K
FAIM
470
Financial Advocates Investment Management
Washington
$466K +$27.6K +60 +6%
BHIA
471
Birch Hill Investment Advisors
Massachusetts
$465K
ATS
472
Ashton Thomas Securities
New York
$465K +$70.4K +153 +18%
MMA
473
Miracle Mile Advisors
California
$463K +$3.22K +7 +0.7%
SYBT
474
Stock Yards Bank & Trust
Kentucky
$456K -$41.4K -90 -8%
GS
475
GTS Securities
New York
$455K -$540K -1,174 -54%