We are live on ! Find out more

691 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $29.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 77

4% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 244

1.19% less ownership

Funds ownership: 90.66%89.47% (-1.2%)

2% less funds holding

Funds holding: 704691 (-13)

12% less capital invested

Capital invested by funds: $14.8B → $12.9B (-$1.82B)

Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
235
Reduced
244
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
476
Beacon Investment Advisory Services
New Jersey
$332K
SG Americas Securities
477
SG Americas Securities
New York
$331K -$329K -840 -49%
RP
478
Rowlandmiller & Partners
Georgia
$331K
DA
479
DCM Advisors
New York
$323K +$329K +840 New
AA
480
ALPS Advisors
Colorado
$320K -$3.52K -9 -1%
PFO
481
Pathstone Family Office
New Jersey
$318K +$28.6K +73 +10%
CG
482
Colony Group
Massachusetts
$315K
SWM
483
Spire Wealth Management
Virginia
$314K
PI
484
PEAK6 Investments
Illinois
$308K +$301K +769 New
CCA
485
Checchi Capital Advisers
California
$308K +$46.6K +119 +20%
SCA
486
Spearhead Capital Advisors
Florida
$308K +$314K +802 New
PHK
487
Point72 Hong Kong
Hong Kong
$306K -$928K -2,372 -75%
HTC
488
Haverford Trust Company
Pennsylvania
$306K +$33.3K +85 +12%
KAS
489
Kestra Advisory Services
Texas
$306K +$312K +797 New
SSW
490
Smith Shellnut Wilson
Mississippi
$304K -$110K -280 -26%
GDP
491
Great Diamond Partners
Maine
$303K +$2.74K +7 +0.9%
MFAM
492
Motley Fool Asset Management
Virginia
$302K +$391 +1 +0.1%
SCA
493
Stokes Capital Advisors
South Carolina
$300K
MAP
494
Milestone Advisory Partners
North Carolina
$296K
AAS
495
Avantax Advisory Services
Texas
$292K -$30.1K -77 -9%
KFA
496
Krane Funds Advisors
New York
$290K -$70.5K -180 -19%
FTDI
497
First Trust Direct Indexing
Massachusetts
$290K -$2.35K -6 -0.8%
Wolverine Trading
498
Wolverine Trading
Illinois
$289K +$295K +754 New
AC
499
Apella Capital
Connecticut
$288K
PCM
500
Parsons Capital Management
Rhode Island
$288K