687 hedge funds and large institutions have $13.7B invested in Factset in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 249 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
11.88%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
64
Increased
238
Reduced
249
Closed
55
Calls
$37.4M
Puts
$34.7M
Net Calls
+$2.63M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$229K +$19.6K +49 +9%
KeyBank National Association
527
KeyBank National Association
Ohio
$227K +$6.41K +16 +3%
SLG
528
Stanley-Laman Group
Pennsylvania
$225K
D
529
Diversified
Delaware
$224K
SPWG
530
Sage Private Wealth Group
Illinois
$224K
SS
531
Simplicity Solutions
Minnesota
$224K +$224K +560 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
532
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$222K -$9.62M -24,045 -98%
SSW
533
Smith Shellnut Wilson
Mississippi
$222K -$93.8K -235 -30%
SCM
534
Stevens Capital Management
Pennsylvania
$220K -$55.5K -139 -20%
PGFC
535
Peapack-Gladstone Financial Corp
New Jersey
$220K +$220K +550 New
C
536
Certuity
Florida
$219K +$400 +1 +0.2%
TC
537
Telemus Capital
Michigan
$218K -$41.1K -103 -16%
GI
538
GAMCO Investors
Connecticut
$212K
TFP
539
Tilia Fiduciary Partners
North Carolina
$212K
RWA
540
River Wealth Advisors
Pennsylvania
$211K -$16K -40 -7%
TSS
541
Two Sigma Securities
New York
$210K +$210K +526 New
CS
542
Capital Square
Tennessee
$208K -$10.4K -26 -5%
RMCM
543
Reynders McVeigh Capital Management
Massachusetts
$208K -$2K -5 -1%
BAM
544
Belpointe Asset Management
Nevada
$205K +$28K +70 +16%
DAM
545
Delta Asset Management
Tennessee
$204K +$204K +510 New
RMDI
546
R.M. Davis Inc
Maine
$204K +$204K +511 New
QCM
547
Quantinno Capital Management
New York
$202K +$202K +504 New
SFA
548
Sequoia Financial Advisors
Ohio
$201K -$20.8K -52 -9%
BEC
549
Blue Edge Capital
Virginia
$200K +$200K +500 New
MC
550
Middleton & Co
Massachusetts
$200K -$58K -145 -22%