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Factset

797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
476
Avantax Advisory Services
Texas
$443K +$175K +429 +65%
SYBT
477
Stock Yards Bank & Trust
Kentucky
$441K -$131K -321 -23%
SFA
478
Sequoia Financial Advisors
Ohio
$441K +$47.8K +117 +12%
QCM
479
QRG Capital Management
Illinois
$432K +$24.5K +60 +6%
VSQM
480
V-Square Quantitative Management
Illinois
$432K +$38.4K +94 +10%
CIBC World Market
481
CIBC World Market
Ontario, Canada
$422K -$56.8K -139 -12%
CM
482
Capula Management
Cayman Islands
$416K +$416K +1,020 New
HWMG
483
Hurlow Wealth Management Group
Indiana
$416K -$9.8K -24 -2%
BHIA
484
Birch Hill Investment Advisors
Massachusetts
$413K
KWM
485
KFG Wealth Management
Indiana
$412K +$25.3K +62 +7%
MMA
486
Miracle Mile Advisors
California
$408K
TMAM
487
Tokio Marine Asset Management
Japan
$408K
MAS
488
Meeder Advisory Services
Ohio
$408K +$62.1K +152 +18%
AWM
489
Apollon Wealth Management
South Carolina
$405K +$17.6K +43 +5%
AIM
490
Alhambra Investment Management
Florida
$404K
BMSSC
491
B. Metzler seel. Sohn & Co
Germany
$402K -$201K -493 -33%
TPWA
492
TRUE Private Wealth Advisors
Oregon
$402K +$46.6K +114 +13%
SLA
493
Silver Lake Advisory
Utah
$401K
RGC
494
Roberts, Glore & Co
Illinois
$398K
AAM
495
Aureus Asset Management
Massachusetts
$398K
DWA
496
Douglass Winthrop Advisors
New York
$396K
BP
497
Ballentine Partners
Massachusetts
$394K -$58.4K -143 -13%
DWP
498
Daymark Wealth Partners
Ohio
$392K -$12.3K -30 -3%
FAIM
499
Financial Advocates Investment Management
Washington
$389K +$154K +377 +65%
SFP
500
Shepherd Financial Partners
Massachusetts
$389K -$24.9K -61 -6%