768 hedge funds and large institutions have $17.1B invested in Factset in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 275 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+42
Holders Change %
+5.79%
% of All Funds
11.26%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
101
Increased
249
Reduced
275
Closed
48
Calls
$56.8M
Puts
$38.5M
Net Calls
+$18.3M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Shares
Change %
Impax Asset Management Group
476
Impax Asset Management Group
United Kingdom
$410K
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$408K +$30.5K +64 +8%
SRL
478
Scientech Research LLC
New Jersey
$407K +$407K +853 New
MAS
479
Meeder Advisory Services
Ohio
$405K +$18.1K +38 +5%
QCM
480
QRG Capital Management
Illinois
$397K +$55.3K +116 +16%
FIM
481
Freedom Investment Management
Connecticut
$390K -$84.5K -177 -18%
Cerity Partners
482
Cerity Partners
New York
$382K +$382K +803 New
BCI
483
Brinker Capital Investments
Pennsylvania
$382K -$24.8K -54 -6%
OPS
484
Orion Portfolio Solutions
Nebraska
$382K -$24.8K -54 -6%
Koshinski Asset Management
485
Koshinski Asset Management
Illinois
$379K +$124K +259 +48%
EA
486
Everpar Advisors
Oklahoma
$379K +$379K +795 New
SGI
487
Summit Global Investments
Utah
$379K -$500K -1,047 -57%
TPWA
488
TRUE Private Wealth Advisors
Oregon
$379K +$103K +216 +37%
GDP
489
Great Diamond Partners
Maine
$377K +$1.91K +4 +0.5%
AR
490
Apeiron RIA
Texas
$377K -$12.4K -26 -3%
LNWWM
491
Laird Norton Wetherby Wealth Management
California
$376K +$24.3K +51 +7%
PCM
492
Parsons Capital Management
Rhode Island
$374K
Nomura Holdings
493
Nomura Holdings
Japan
$373K +$373K +782 New
IWM
494
IHT Wealth Management
Illinois
$373K -$70.6K -148 -16%
HCA
495
Harbor Capital Advisors
Illinois
$372K -$5.25K -11 -1%
SCA
496
Stokes Capital Advisors
South Carolina
$372K
Walleye Trading
497
Walleye Trading
New York
$370K +$197K +414 +114%
WFA
498
Websterrogers Financial Advisors
South Carolina
$369K -$164K -344 -31%
BFW
499
Brady Family Wealth
Missouri
$366K -$23.9K -50 -6%
AWS
500
Atria Wealth Solutions
New York
$365K -$21.5K -45 -6%