774 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
11.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
68
Increased
288
Reduced
252
Closed
58
Calls
$51.7M
Puts
$31.5M
Net Calls
+$20.1M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
501
ALPS Advisors
Colorado
$329K -$12.3K -27 -4%
BRWA
502
B. Riley Wealth Advisors
Florida
$325K +$113K +258 +53%
CA
503
CoreCap Advisors
Michigan
$323K +$48.6K +107 +18%
GS
504
GTS Securities
New York
$323K -$120K -263 -27%
AWS
505
Atria Wealth Solutions
New York
$323K -$25K -55 -7%
SF
506
Synovus Financial
Georgia
$322K +$11.4K +25 +4%
VI
507
Vestcor Inc
New Brunswick, Canada
$319K -$3.18K -7 -1%
HSA
508
HBK Sorce Advisory
Pennsylvania
$319K -$7.27K -16 -2%
GF
509
Gabelli Funds
New York
$318K +$45.4K +100 +17%
IWM
510
IHT Wealth Management
Illinois
$317K -$38.6K -85 -11%
DBIA
511
Dumont & Blake Investment Advisors
New Jersey
$314K -$19.1K -42 -6%
Capstone Investment Advisors
512
Capstone Investment Advisors
New York
$314K +$314K +690 New
EAM
513
Empirical Asset Management
Massachusetts
$312K +$312K +687 New
FIM
514
Freedom Investment Management
Connecticut
$310K -$60.5K -133 -16%
AC
515
Apella Capital
Connecticut
$309K
BHCM
516
Brevan Howard Capital Management
Jersey
$308K +$308K +678 New
WJWM
517
Williams Jones Wealth Management
New York
$306K
BCA
518
Bay Colony Advisors
Massachusetts
$306K +$111K +244 +57%
HIC
519
Hartline Investment Corp
Illinois
$306K +$306K +673 New
FWIA
520
Fort Washington Investment Advisors
Ohio
$305K
PWM
521
Perigon Wealth Management
California
$305K +$10K +22 +3%
ACM
522
Andina Capital Management
Utah
$305K +$305K +670 New
RP
523
Rowlandmiller & Partners
Georgia
$304K -$2.27K -5 -0.7%
GAM
524
Gotham Asset Management
New York
$301K -$40.4K -89 -12%
SAM
525
Strategy Asset Managers
California
$301K +$3.63K +8 +1%