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Factset

686 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-14
Holders Change %
-2%
% of All Funds
11.6%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
75
Increased
233
Reduced
243
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
476
DCM Advisors
New York
$323K +$323K +840 New
AA
477
ALPS Advisors
Colorado
$320K -$3.46K -9 -1%
PFO
478
Pathstone Family Office
New Jersey
$318K +$28.1K +73 +10%
CG
479
Colony Group
Massachusetts
$315K
SWM
480
Spire Wealth Management
Virginia
$314K
PI
481
PEAK6 Investments
Illinois
$308K +$308K +769 New
CCA
482
Checchi Capital Advisers
California
$308K +$51.2K +119 +20%
SCA
483
Spearhead Capital Advisors
Florida
$308K +$308K +802 New
PHK
484
Point72 Hong Kong
Hong Kong
$306K -$913K -2,372 -75%
HTC
485
Haverford Trust Company
Pennsylvania
$306K +$32.7K +85 +12%
KAS
486
Kestra Advisory Services
Texas
$306K +$306K +797 New
SSW
487
Smith Shellnut Wilson
Mississippi
$304K -$108K -280 -26%
GDP
488
Great Diamond Partners
Maine
$303K +$2.69K +7 +0.9%
MFAM
489
Motley Fool Asset Management
Virginia
$302K +$396 +1 +0.1%
SCA
490
Stokes Capital Advisors
South Carolina
$300K
MAP
491
Milestone Advisory Partners
North Carolina
$296K
AAS
492
Avantax Advisory Services
Texas
$292K -$29.6K -77 -9%
KFA
493
Krane Funds Advisors
New York
$290K -$69.3K -180 -19%
FTDI
494
First Trust Direct Indexing
Massachusetts
$290K -$2.31K -6 -0.8%
Wolverine Trading
495
Wolverine Trading
Illinois
$289K +$289K +754 New
AC
496
Apella Capital
Connecticut
$288K
PCM
497
Parsons Capital Management
Rhode Island
$288K
IP
498
Investment Partners
Ohio
$285K -$4.62K -12 -2%
MGP
499
Metis Global Partners
California
$283K +$53.1K +138 +23%
TFA
500
Transamerica Financial Advisors
Florida
$278K +$278K +723 New