687 hedge funds and large institutions have $13.7B invested in Factset in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 249 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
11.88%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
64
Increased
238
Reduced
249
Closed
55
Calls
$37.4M
Puts
$34.7M
Net Calls
+$2.63M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
476
Spearhead Capital Advisors
Florida
$340K +$19.2K +48 +6%
TF
477
TIAA FSB
Florida
$339K -$10.4K -26 -3%
IC
478
IEQ Capital
California
$336K +$336K +839 New
HTC
479
Haverford Trust Company
Pennsylvania
$334K +$16K +40 +5%
SWM
480
Spire Wealth Management
Virginia
$328K +$801 +2 +0.2%
CG
481
Colony Group
Massachusetts
$325K -$2.8K -7 -0.9%
FTDI
482
First Trust Direct Indexing
Massachusetts
$315K +$13.6K +34 +5%
AAS
483
Avantax Advisory Services
Texas
$314K +$10.8K +27 +4%
BFEC
484
Benjamin F. Edwards & Company
Missouri
$312K -$98.4K -246 -24%
SCA
485
Stokes Capital Advisors
South Carolina
$312K
GDP
486
Great Diamond Partners
Maine
$310K -$5.59K -14 -2%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$310K +$28.4K +71 +10%
DBIA
488
Dumont & Blake Investment Advisors
New Jersey
$303K -$421K -1,051 -58%
CTC
489
Central Trust Company
Missouri
$301K +$285K +712 +1,780%
PCM
490
Parsons Capital Management
Rhode Island
$300K
MAP
491
Milestone Advisory Partners
North Carolina
$300K
MFAM
492
Motley Fool Asset Management
Virginia
$299K -$6.4K -16 -2%
IP
493
Investment Partners
Ohio
$296K
AR
494
Apeiron RIA
Texas
$296K +$296K +714 New
AC
495
Apella Capital
Connecticut
$292K -$8.41K -21 -3%
GT
496
Greenleaf Trust
Michigan
$291K +$48K +120 +20%
SAM
497
Strategy Asset Managers
California
$291K +$291K +728 New
CCA
498
Checchi Capital Advisers
California
$285K -$1.2K -3 -0.4%
CAM
499
Cresset Asset Management
Illinois
$284K +$8.83K +22 +3%
AA
500
ALPS Advisors
Colorado
$283K -$50.4K -126 -15%