731 hedge funds and large institutions have $13.7B invested in Factset in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
11.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
247
Reduced
257
Closed
59
Calls
$31.2M
Puts
$41.7M
Net Calls
-$10.6M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
476
Atria Wealth Solutions
New York
$376K +$376K +939 New
SP
477
Symmetry Partners
Connecticut
$369K
PWS
478
Precision Wealth Strategies
Missouri
$361K -$8.82K -22 -2%
AIMCA
479
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$361K
KIA
480
KCM Investment Advisors
California
$360K
OPS
481
Orion Portfolio Solutions
Nebraska
$360K +$360K +899 New
BCI
482
Brinker Capital Investments
Pennsylvania
$360K +$360K +899 New
VI
483
Vestcor Inc
New Brunswick, Canada
$358K -$2.8K -7 -0.8%
KIA
484
KLR Investment Advisors
Rhode Island
$356K -$7.61K -19 -2%
MAS
485
Meeder Advisory Services
Ohio
$354K -$28.8K -72 -8%
BIAS
486
Beacon Investment Advisory Services
New Jersey
$346K
SFA
487
Sequoia Financial Advisors
Ohio
$346K +$4.41K +11 +1%
BFW
488
Brady Family Wealth
Missouri
$345K +$6.41K +16 +2%
DF
489
Donoghue Forlines
Massachusetts
$341K +$133K +331 +64%
CG
490
Colony Group
Massachusetts
$339K -$400 -1 -0.1%
KWM
491
KFG Wealth Management
Indiana
$333K +$333K +831 New
RJT
492
Raymond James Trust
Florida
$332K -$64.2K -160 -16%
TMAM
493
Tokio Marine Asset Management
Japan
$330K +$42.1K +105 +15%
HCA
494
Harbor Capital Advisors
Illinois
$329K +$14.4K +36 +5%
AA
495
ALPS Advisors
Colorado
$322K +$4.01K +10 +1%
EWA
496
EP Wealth Advisors
California
$320K -$203K -4,615 -39%
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$318K -$87.7K -219 -22%
GDP
498
Great Diamond Partners
Maine
$315K +$15.2K +38 +5%
PCM
499
Parsons Capital Management
Rhode Island
$314K
SCA
500
Stokes Capital Advisors
South Carolina
$312K