737 hedge funds and large institutions have $13.4B invested in Factset in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 231 increasing their positions, 267 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
11.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
109
Increased
231
Reduced
267
Closed
48
Calls
$78.9M
Puts
$86.8M
Net Calls
-$7.86M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
OTL
476
Oak Thistle LLC
New York
$409K +$409K +1,019 New
CWP
477
Curated Wealth Partners
California
$406K
BHIA
478
Birch Hill Investment Advisors
Massachusetts
$406K
MMA
479
Miracle Mile Advisors
California
$404K +$3.21K +8 +0.8%
CCI
480
Credit Capital Investments
New Jersey
$401K +$401K +1,000 New
KIA
481
KLR Investment Advisors
Rhode Island
$393K +$393K +979 New
TFA
482
Transamerica Financial Advisors
Florida
$389K -$125K -311 -24%
QI
483
Qtron Investments
Massachusetts
$386K
PWS
484
Precision Wealth Strategies
Missouri
$384K -$8.02K -20 -2%
VCM
485
Versant Capital Management
Arizona
$378K
FIM
486
Freedom Investment Management
Connecticut
$377K -$3.21K -8 -0.8%
RJT
487
Raymond James Trust
Florida
$371K +$23.7K +59 +7%
BAMF
488
BI Asset Management Fondsmaeglerselskab
Denmark
$370K +$370K +922 New
RT
489
Rockland Trust
Massachusetts
$369K -$2.81K -7 -0.8%
SP
490
Symmetry Partners
Connecticut
$369K
KIA
491
KCM Investment Advisors
California
$361K
VI
492
Vestcor Inc
New Brunswick, Canada
$361K +$3.21K +8 +0.9%
UPC
493
Utah Peaks Capital
Utah
$359K +$359K +894 New
RP
494
Rowlandmiller & Partners
Georgia
$349K
MM
495
MQS Management
New York
$348K +$348K +868 New
BIAS
496
Beacon Investment Advisory Services
New Jersey
$347K
TF
497
TIAA FSB
Florida
$347K +$6.82K +17 +2%
BFW
498
Brady Family Wealth
Missouri
$344K +$344K +858 New
BIM
499
Baldwin Investment Management
Pennsylvania
$337K +$337K +841 New
HTC
500
Haverford Trust Company
Pennsylvania
$335K