FDS icon

Factset

700 hedge funds and large institutions have $14.8B invested in Factset in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 246 increasing their positions, 238 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+11
Holders Change %
+1.6%
% of All Funds
11.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
246
Reduced
238
Closed
65
Calls
$58.2M
Puts
$94.4M
Net Calls
-$36.2M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CFAM
526
Center For Asset Management
Florida
$241K -$14.3K -33 -6%
RMCM
527
Reynders McVeigh Capital Management
Massachusetts
$239K
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$239K +$72.9K +168 +44%
C
529
Certuity
Florida
$239K +$239K +546 New
MCM
530
Murphy Capital Management
New Jersey
$238K +$21.6K +50 +10%
IA
531
IFP Advisors
Florida
$238K +$155K +738 +187%
CS
532
Capital Square
Tennessee
$237K -$19.5K -45 -8%
ACM
533
AlphaCrest Capital Management
New York
$236K -$828K -1,909 -78%
BPA
534
Beacon Pointe Advisors
California
$236K +$236K +544 New
N
535
Natixis
France
$231K -$569K -1,314 -71%
SPWG
536
Sage Private Wealth Group
Illinois
$231K +$24.8K +57 +12%
GI
537
GAMCO Investors
Connecticut
$230K
PA
538
Profund Advisors
Maryland
$228K -$23.4K -54 -9%
CAM
539
Capco Asset Management
Florida
$228K
CANY
540
Caxton Associates (New York)
New York
$228K
CIBC Private Wealth Group
541
CIBC Private Wealth Group
Georgia
$228K +$32.6K +75 +17%
NFC
542
Northeast Financial Consultants
Connecticut
$227K +$227K +524 New
DAM
543
Delta Asset Management
Tennessee
$226K -$4.35K -10 -2%
KeyBank National Association
544
KeyBank National Association
Ohio
$225K +$18.6K +43 +9%
OTPPB
545
Ontario Teachers' Pension Plan Board
Ontario, Canada
$224K -$389K -894 -63%
GIA
546
Gladstone Institutional Advisory
Florida
$223K +$223K +514 New
RMDI
547
R.M. Davis Inc
Maine
$222K -$43.4K -100 -16%
TFP
548
Tilia Fiduciary Partners
North Carolina
$222K
SFO
549
Stokes Family Office
Louisiana
$220K -$5.64K -13 -3%
BAM
550
Bruderman Asset Management
New York
$219K -$54.1K -126 -20%