737 hedge funds and large institutions have $13.4B invested in Factset in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 231 increasing their positions, 267 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
11.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
109
Increased
231
Reduced
267
Closed
48
Calls
$78.9M
Puts
$86.8M
Net Calls
-$7.86M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
XT
501
XTX Topco
Cayman Islands
$332K +$332K +828 New
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$329K +$99.8K +249 +44%
SWM
503
Spire Wealth Management
Virginia
$326K -$2.41K -6 -0.7%
CG
504
Colony Group
Massachusetts
$326K
PAM
505
Paradigm Asset Management
New York
$321K +$321K +800 New
QCM
506
Qsemble Capital Management
New York
$321K +$321K +800 New
Cerity Partners
507
Cerity Partners
New York
$316K +$316K +788 New
PCM
508
Parsons Capital Management
Rhode Island
$315K +$13.6K +34 +5%
SCA
509
Stokes Capital Advisors
South Carolina
$313K
BFG
510
Bleakley Financial Group
New Jersey
$308K +$308K +768 New
ONB
511
Old National Bancorp
Indiana
$308K +$65.4K +163 +27%
GDP
512
Great Diamond Partners
Maine
$307K -$4.01K -10 -1%
FBC
513
Fairfield, Bush & Co
Connecticut
$305K +$305K +760 New
DBIA
514
Dumont & Blake Investment Advisors
New Jersey
$304K +$402 +1 +0.1%
MAP
515
Milestone Advisory Partners
North Carolina
$301K
SG Americas Securities
516
SG Americas Securities
New York
$300K -$799K -1,990 -73%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$299K -$12K -30 -4%
AWAU
518
Alliance Wealth Advisors (Utah)
Utah
$294K +$294K +734 New
QT
519
Quantamental Technologies
New York
$293K +$293K +731 New
AC
520
Apella Capital
Connecticut
$293K
AR
521
Apeiron RIA
Texas
$291K +$4.82K +12 +2%
SIM
522
Sentry Investment Management
Wisconsin
$288K +$136K +339 +90%
TRCT
523
Tower Research Capital (TRC)
New York
$287K -$1.2M -2,986 -81%
SAM
524
Strategy Asset Managers
California
$286K -$5.61K -14 -2%
AA
525
ALPS Advisors
Colorado
$285K +$1.2K +3 +0.4%