820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HTC
501
Haverford Trust Company
Pennsylvania
$392K +$17K +37 +5%
VV
502
Verity & Verity
South Carolina
$389K +$41.8K +91 +12%
LFA
503
Legacy Financial Advisors
Kentucky
$389K +$5.52K +12 +1%
BAM
504
Belpointe Asset Management
Nevada
$383K +$102K +221 +36%
AR
505
Apeiron RIA
Texas
$382K +$16.1K +35 +4%
SAW
506
Signal Advisors Wealth
Michigan
$382K +$382K +830 New
Balyasny Asset Management
507
Balyasny Asset Management
Illinois
$381K -$488K -1,061 -56%
GC
508
Guggenheim Capital
Illinois
$377K -$20.7K -45 -5%
MA
509
Mutual Advisors
Nebraska
$373K +$33.3K +73 +10%
IWM
510
IHT Wealth Management
Illinois
$368K +$60.6K +132 +20%
AA
511
ALPS Advisors
Colorado
$367K +$33.1K +72 +10%
EWA
512
EP Wealth Advisors
California
$364K +$364K +791 New
OWA
513
Outlook Wealth Advisors
Texas
$362K +$32.7K +71 +10%
BWP
514
Baldwin Wealth Partners
Massachusetts
$360K +$334K +726 +1,296%
Koshinski Asset Management
515
Koshinski Asset Management
Illinois
$357K +$75K +163 +27%
AAM
516
Aureus Asset Management
Massachusetts
$356K -$92K -200 -21%
BCI
517
Brinker Capital Investments
Pennsylvania
$355K -$10.1K -22 -3%
OPS
518
Orion Portfolio Solutions
Nebraska
$355K -$10.1K -22 -3%
GI
519
GAMMA Investing
California
$353K +$23.9K +52 +7%
EF
520
Empowered Funds
Pennsylvania
$350K
WAG
521
Wallace Advisory Group
California
$350K -$3.27K -8 -0.9%
RT
522
Rockland Trust
Massachusetts
$349K -$54.3K -118 -13%
PL
523
Perpetual Ltd
Australia
$347K +$107K +233 +45%
CWP
524
Curated Wealth Partners
California
$345K
MOS
525
MGO One Seven
Ohio
$342K -$30.4K -66 -8%