774 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
11.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
68
Increased
288
Reduced
252
Closed
58
Calls
$51.7M
Puts
$31.5M
Net Calls
+$20.1M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BIAS
476
Beacon Investment Advisory Services
New Jersey
$393K
PWS
477
Precision Wealth Strategies
Missouri
$391K -$10.9K -24 -3%
BCI
478
Brinker Capital Investments
Pennsylvania
$386K +$7.73K +17 +2%
OPS
479
Orion Portfolio Solutions
Nebraska
$386K +$7.73K +17 +2%
MAS
480
Meeder Advisory Services
Ohio
$385K -$1.36K -3 -0.4%
KIA
481
KLR Investment Advisors
Rhode Island
$367K -$27.6K -63 -7%
LFA
482
Legacy Financial Advisors
Kentucky
$364K +$24.5K +54 +7%
SPWG
483
Sage Private Wealth Group
Illinois
$363K +$166K +365 +84%
AR
484
Apeiron RIA
Texas
$360K +$1.36K +3 +0.4%
HI
485
Handelsinvest Investeringsforvaltning
Denmark
$360K -$187K -411 -34%
BFG
486
Bleakley Financial Group
New Jersey
$359K +$34.1K +75 +11%
SW
487
Simplicity Wealth
New Jersey
$359K +$359K +789 New
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$358K
MOS
489
MGO One Seven
Ohio
$358K -$116K -255 -24%
PCM
490
Parsons Capital Management
Rhode Island
$356K
GDP
491
Great Diamond Partners
Maine
$354K -$5K -11 -1%
SCA
492
Stokes Capital Advisors
South Carolina
$354K
PGFC
493
Peapack-Gladstone Financial Corp
New Jersey
$351K +$19.1K +42 +6%
HTC
494
Haverford Trust Company
Pennsylvania
$351K +$70K +154 +25%
MWM
495
Meridian Wealth Management
Kentucky
$344K
BFW
496
Brady Family Wealth
Missouri
$343K -$5.45K -12 -2%
GCM
497
Graham Capital Management
Connecticut
$341K +$341K +750 New
EA
498
Everpar Advisors
Oklahoma
$340K -$21.4K -47 -6%
IB
499
Intrust Bank
Kansas
$338K -$8.18K -18 -2%
KWM
500
Kolinsky Wealth Management
New Jersey
$333K -$5K -11 -1%