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Factset

700 hedge funds and large institutions have $14.8B invested in Factset in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 246 increasing their positions, 238 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+11
Holders Change %
+1.6%
% of All Funds
11.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
246
Reduced
238
Closed
65
Calls
$58.2M
Puts
$94.4M
Net Calls
-$36.2M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SLWA
501
San Luis Wealth Advisors
California
$288K +$288K +592 New
EDRH
502
Edmond de Rothschild Holding
Switzerland
$284K -$11.7K -27 -4%
SAM
503
Seelaus Asset Management
New Jersey
$284K
TC
504
Telemus Capital
Michigan
$283K +$6.07K +14 +2%
EGM
505
Engineers Gate Manager
New York
$282K -$15.2K -35 -5%
IB
506
Intrust Bank
Kansas
$282K -$2.17K -5 -0.8%
TA
507
Tiedemann Advisors
New York
$275K +$14.7K +34 +6%
KWM
508
Kolinsky Wealth Management
New Jersey
$272K -$65.1K -150 -19%
GT
509
Greenleaf Trust
Michigan
$271K +$10.8K +25 +4%
CIP
510
Convergence Investment Partners
Florida
$271K +$271K +624 New
DA
511
Duality Advisers
Florida
$271K +$271K +625 New
BSI
512
Bennett Selby Investments
Maine
$267K -$434 -1 -0.2%
LJHT
513
Laurie J. Hall Trustee
$267K
LA
514
Legacy Advisors
Pennsylvania
$267K +$267K +616 New
IRF
515
IBM Retirement Fund
New York
$263K -$12.6K -29 -5%
PHIC
516
Pine Haven Investment Counsel
Massachusetts
$263K
VI
517
Vestcor Inc
New Brunswick, Canada
$259K -$195K -448 -43%
CCA
518
Checchi Capital Advisers
California
$259K
MGP
519
Metis Global Partners
California
$259K +$259K +597 New
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$251K -$8.24K -19 -3%
SFA
521
Sequoia Financial Advisors
Ohio
$251K +$31.2K +72 +14%
TAM
522
Tocqueville Asset Management
New York
$250K
MIM
523
Martin Investment Management
Florida
$250K
RWA
524
River Wealth Advisors
Pennsylvania
$247K +$43.1K +99 +21%
D
525
Diversified
Delaware
$244K