686 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-14
Holders Change %
-2%
% of All Funds
11.6%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
75
Increased
233
Reduced
243
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ANTB
526
AMG National Trust Bank
Colorado
$225K -$52.3K -136 -19%
IB
527
Intrust Bank
Kansas
$223K -$27.7K -72 -11%
TAM
528
Tocqueville Asset Management
New York
$221K
MIM
529
Martin Investment Management
Florida
$221K
AG
530
Ascent Group
Virginia
$219K +$219K +509 New
RWA
531
River Wealth Advisors
Pennsylvania
$218K
SLG
532
Stanley-Laman Group
Pennsylvania
$216K -$48K -125 -18%
D
533
Diversified
Delaware
$216K
SPWG
534
Sage Private Wealth Group
Illinois
$215K +$11.1K +29 +5%
SFA
535
Sequoia Financial Advisors
Ohio
$213K -$9.61K -25 -4%
KeyBank National Association
536
KeyBank National Association
Ohio
$212K +$12.3K +32 +6%
MCM
537
Murphy Capital Management
New Jersey
$211K
CS
538
Capital Square
Tennessee
$210K
C
539
Certuity
Florida
$210K +$384 +1 +0.2%
GI
540
GAMCO Investors
Connecticut
$204K
RMCM
541
Reynders McVeigh Capital Management
Massachusetts
$202K -$9.6K -25 -5%
CAM
542
Capco Asset Management
Florida
$202K
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$201K -$10.8K -28 -5%
TFP
544
Tilia Fiduciary Partners
North Carolina
$201K
TMAM
545
Tokio Marine Asset Management
Japan
$200K +$200K +521 New
ECM
546
Estabrook Capital Management
New York
$180K -$11.5K -30 -6%
AG
547
AIA Group
Hong Kong
$177K -$97.6K -253 -36%
BAM
548
Belpointe Asset Management
Nevada
$170K +$12.7K +33 +8%
Bessemer Group
549
Bessemer Group
New Jersey
$166K -$177K -459 -52%
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$160K