820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
476
Alhambra Investment Management
Florida
$455K
BC
477
Bridgefront Capital
Texas
$453K -$262K -570 -37%
BP
478
Ballentine Partners
Massachusetts
$453K +$9.2K +20 +2%
SLA
479
Silver Lake Advisory
Utah
$451K
MAS
480
Meeder Advisory Services
Ohio
$450K -$9.66K -21 -2%
AWM
481
Apollon Wealth Management
South Carolina
$447K -$9.2K -20 -2%
DWA
482
Douglass Winthrop Advisors
New York
$447K
CP
483
Covenant Partners
Tennessee
$445K +$39.1K +85 +10%
RGC
484
Roberts, Glore & Co
Illinois
$442K -$5.98K -13 -1%
RJT
485
Raymond James Trust
Florida
$436K +$9.66K +21 +2%
WCF
486
West Coast Financial
California
$433K -$163K -355 -27%
DWP
487
Daymark Wealth Partners
Ohio
$433K -$7.82K -17 -2%
C
488
Certuity
Florida
$431K -$92.5K -201 -18%
VIM
489
Vinva Investment Management
Australia
$428K +$182K +397 +74%
IG
490
ING Group
Netherlands
$422K +$422K +917 New
EF
491
Empirical Finance
Pennsylvania
$421K +$20.2K +44 +5%
STA
492
Summit Trail Advisors
New York
$417K +$417K +907 New
FTDI
493
First Trust Direct Indexing
Massachusetts
$416K +$460 +1 +0.1%
MCM
494
MAI Capital Management
Ohio
$407K -$182K -395 -31%
HIA
495
Harbor Investment Advisory
Maryland
$405K +$43.7K +95 +12%
WSFS
496
Wilmington Savings Fund Society
Delaware
$403K +$403K +877 New
SFP
497
Shepherd Financial Partners
Massachusetts
$403K -$34.5K -75 -8%
SFA
498
Sequoia Financial Advisors
Ohio
$398K -$98.9K -215 -20%
BIAS
499
Beacon Investment Advisory Services
New Jersey
$397K
MSFS
500
Main Street Financial Solutions
Pennsylvania
$394K -$460 -1 -0.1%