687 hedge funds and large institutions have $13.7B invested in Factset in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 249 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
11.88%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
64
Increased
238
Reduced
249
Closed
55
Calls
$37.4M
Puts
$34.7M
Net Calls
+$2.63M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
WJWM
501
Williams Jones Wealth Management
New York
$276K
WPC
502
Wedmont Private Capital
Pennsylvania
$276K +$276K +691 New
SW
503
SVB Wealth
Massachusetts
$275K +$275K +688 New
FWIA
504
Fort Washington Investment Advisors
Ohio
$269K -$1.1M -2,753 -80%
PFWA
505
Paces Ferry Wealth Advisors
Georgia
$269K
SAM
506
Seelaus Asset Management
New Jersey
$262K
IA
507
IFP Advisors
Florida
$260K +$21.1K +100 +9%
TMAM
508
Tokio Marine Asset Management
Japan
$260K +$51.6K +129 +25%
Wolverine Trading
509
Wolverine Trading
Illinois
$258K -$41.3K -104 -14%
TI
510
Tidal Investments
Wisconsin
$257K -$4.8K -12 -2%
SFO
511
Stokes Family Office
Louisiana
$254K +$254K +635 New
PI
512
PEAK6 Investments
Illinois
$253K -$54.4K -136 -18%
KAS
513
Kestra Advisory Services
Texas
$250K -$68.8K -172 -22%
KWM
514
Kolinsky Wealth Management
New Jersey
$250K -$1.2K -3 -0.5%
PHIC
515
Pine Haven Investment Counsel
Massachusetts
$250K +$8K +20 +3%
IIC
516
Integrated Investment Consultants
Michigan
$250K +$250K +625 New
LJHT
517
Laurie J. Hall Trustee
$246K
BSI
518
Bennett Selby Investments
Maine
$246K
MNBTD
519
Moody National Bank Trust Division
Texas
$244K
ONB
520
Old National Bancorp
Indiana
$242K
EDRH
521
Edmond de Rothschild Holding
Switzerland
$242K +$1.2K +3 +0.5%
IB
522
Intrust Bank
Kansas
$231K -$801 -2 -0.3%
TAM
523
Tocqueville Asset Management
New York
$230K
MIM
524
Martin Investment Management
Florida
$230K
AG
525
Ascent Group
Virginia
$229K +$12.3K +29 +6%