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Factset

797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
501
Raymond James Trust
Florida
$378K +$3.27K +8 +0.9%
IMCOOI
502
Investment Management Corp of Ontario (IMCO)
Canada
$373K +$122K +300 +49%
FTDI
503
First Trust Direct Indexing
Massachusetts
$369K +$2.45K +6 +0.7%
CP
504
Covenant Partners
Tennessee
$361K -$225K -551 -38%
RT
505
Rockland Trust
Massachusetts
$358K -$23.3K -57 -6%
EF
506
Empirical Finance
Pennsylvania
$356K -$27.4K -67 -7%
ATS
507
Ashton Thomas Securities
New York
$354K +$354K +858 New
WAG
508
Wallace Advisory Group
California
$354K -$13.9K -34 -4%
GC
509
Guggenheim Capital
Illinois
$353K -$290K -711 -45%
BIAS
510
Beacon Investment Advisory Services
New Jersey
$353K
MSFS
511
Main Street Financial Solutions
Pennsylvania
$350K +$350K +857 New
EA
512
Everpar Advisors
Oklahoma
$345K +$40K +98 +13%
WP
513
Woodline Partners
California
$345K +$345K +844 New
SC
514
Sapient Capital
Indiana
$343K -$5.48M -13,434 -94%
LFA
515
Legacy Financial Advisors
Kentucky
$341K +$13.1K +32 +4%
GWP
516
Gen-Wealth Partners
Michigan
$334K +$88.2K +216 +36%
HTC
517
Haverford Trust Company
Pennsylvania
$333K +$17.6K +43 +6%
EGM
518
Engineers Gate Manager
New York
$331K -$351K -860 -51%
MOS
519
MGO One Seven
Ohio
$330K +$8.98K +22 +3%
OTL
520
Oak Thistle LLC
New York
$327K +$327K +800 New
AR
521
Apeiron RIA
Texas
$325K +$1.22K +3 +0.4%
BCI
522
Brinker Capital Investments
Pennsylvania
$325K -$22.5K -55 -6%
OPS
523
Orion Portfolio Solutions
Nebraska
$325K -$22.5K -55 -6%
HIA
524
Harbor Investment Advisory
Maryland
$321K +$89.8K +220 +39%
SCA
525
Stokes Capital Advisors
South Carolina
$318K