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691 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $29.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 77

4% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 244

1.19% less ownership

Funds ownership: 90.66%89.47% (-1.2%)

2% less funds holding

Funds holding: 704691 (-13)

12% less capital invested

Capital invested by funds: $14.8B → $12.9B (-$1.82B)

Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
235
Reduced
244
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
526
Harvest Fund Management
China
$233K +$149K +380 +169%
ONB
527
Old National Bancorp
Indiana
$233K +$237K +605 New
EDRH
528
Edmond de Rothschild Holding
Switzerland
$232K -$20.4K -52 -8%
ANTB
529
AMG National Trust Bank
Colorado
$225K -$53.2K -136 -19%
IB
530
Intrust Bank
Kansas
$223K -$28.2K -72 -11%
MIM
531
Martin Investment Management
Florida
$221K
TAM
532
Tocqueville Asset Management
New York
$221K
AG
533
Ascent Group
Virginia
$219K +$199K +509 New
RWA
534
River Wealth Advisors
Pennsylvania
$218K
SLG
535
Stanley-Laman Group
Pennsylvania
$216K -$48.9K -125 -18%
D
536
Diversified
Delaware
$216K
SPWG
537
Sage Private Wealth Group
Illinois
$215K +$11.4K +29 +5%
SFA
538
Sequoia Financial Advisors
Ohio
$213K -$9.79K -25 -4%
KeyBank National Association
539
KeyBank National Association
Ohio
$212K +$12.5K +32 +6%
MCM
540
Murphy Capital Management
New Jersey
$211K
CS
541
Capital Square
Tennessee
$210K
C
542
Certuity
Florida
$210K +$391 +1 +0.2%
GI
543
GAMCO Investors
Connecticut
$204K
RMCM
544
Reynders McVeigh Capital Management
Massachusetts
$202K -$9.79K -25 -5%
CAM
545
Capco Asset Management
Florida
$202K
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$201K -$11K -28 -5%
TFP
547
Tilia Fiduciary Partners
North Carolina
$201K
TMAM
548
Tokio Marine Asset Management
Japan
$200K +$204K +521 New
CT
549
Caldwell Trust
Florida
$185K
ECM
550
Estabrook Capital Management
New York
$180K -$11.7K -30 -6%