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Factset

700 hedge funds and large institutions have $14.8B invested in Factset in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 246 increasing their positions, 238 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+11
Holders Change %
+1.6%
% of All Funds
11.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
246
Reduced
238
Closed
65
Calls
$58.2M
Puts
$94.4M
Net Calls
-$36.2M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
476
Avantax Advisory Services
Texas
$360K +$14.6K +34 +4%
HI
477
Horizon Investments
North Carolina
$358K +$358K +825 New
CG
478
Colony Group
Massachusetts
$356K -$172K -397 -33%
SWM
479
Spire Wealth Management
Virginia
$355K -$4.78K -11 -1%
MAM
480
Meeder Asset Management
Ohio
$354K +$354K +816 New
GDP
481
Great Diamond Partners
Maine
$339K -$22.5K -52 -6%
SCA
482
Stokes Capital Advisors
South Carolina
$338K -$217K -500 -39%
TCM
483
Teza Capital Management
Illinois
$338K -$113K -260 -25%
MFAM
484
Motley Fool Asset Management
Virginia
$331K +$324K +746 +4,663%
FTDI
485
First Trust Direct Indexing
Massachusetts
$330K +$26.5K +61 +9%
DZ Bank
486
DZ Bank
Germany
$329K +$329K +760 New
IP
487
Investment Partners
Ohio
$327K +$435 +1 +0.1%
MAP
488
Milestone Advisory Partners
North Carolina
$326K
AC
489
Apella Capital
Connecticut
$326K
PCM
490
Parsons Capital Management
Rhode Island
$326K
JWCA
491
J.W. Coons Advisors
Ohio
$324K
SAM
492
Strategy Asset Managers
California
$317K +$317K +730 New
ANTB
493
AMG National Trust Bank
Colorado
$313K
HTC
494
Haverford Trust Company
Pennsylvania
$309K -$8.69K -20 -3%
AG
495
AIA Group
Hong Kong
$309K +$78.6K +181 +34%
CAN
496
Cetera Advisor Networks
California
$304K -$118K -271 -28%
BFEC
497
Benjamin F. Edwards & Company
Missouri
$304K +$124K +286 +69%
SLG
498
Stanley-Laman Group
Pennsylvania
$298K +$298K +687 New
PFWA
499
Paces Ferry Wealth Advisors
Georgia
$294K -$1.3K -3 -0.4%
CI
500
Cigna Investments
Connecticut
$292K -$80.8K -186 -22%