737 hedge funds and large institutions have $13.4B invested in Factset in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 231 increasing their positions, 267 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
11.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
109
Increased
231
Reduced
267
Closed
48
Calls
$78.9M
Puts
$86.8M
Net Calls
-$7.86M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SWS
526
SYSTM Wealth Solutions
Illinois
$284K +$284K +709 New
FTDI
527
First Trust Direct Indexing
Massachusetts
$281K -$34.9K -87 -11%
SFA
528
Sequoia Financial Advisors
Ohio
$281K +$79.4K +198 +39%
SW
529
SVB Wealth
Massachusetts
$278K +$2.01K +5 +0.7%
WJWM
530
Williams Jones Wealth Management
New York
$278K +$1.2K +3 +0.4%
TMAM
531
Tokio Marine Asset Management
Japan
$278K +$17.3K +43 +7%
MFAM
532
Motley Fool Asset Management
Virginia
$275K -$24.9K -62 -8%
FWIA
533
Fort Washington Investment Advisors
Ohio
$270K
PFWA
534
Paces Ferry Wealth Advisors
Georgia
$268K -$1.61K -4 -0.6%
CCA
535
Checchi Capital Advisers
California
$267K -$18.9K -47 -7%
GT
536
Greenleaf Trust
Michigan
$264K -$28.1K -70 -10%
BMSSC
537
B. Metzler seel. Sohn & Co
Germany
$264K -$191K -476 -42%
SAM
538
Seelaus Asset Management
New Jersey
$263K
MAM
539
Martingale Asset Management
Massachusetts
$263K -$729K -1,816 -73%
TSS
540
Two Sigma Securities
New York
$262K +$51K +127 +24%
BAM
541
Belpointe Asset Management
Nevada
$261K +$54.9K +137 +27%
KeyBank National Association
542
KeyBank National Association
Ohio
$259K +$31.3K +78 +14%
KWM
543
Kolinsky Wealth Management
New Jersey
$253K +$2.41K +6 +1%
PG
544
Pendal Group
Australia
$252K +$252K +629 New
IIC
545
Integrated Investment Consultants
Michigan
$251K
PHIC
546
Pine Haven Investment Counsel
Massachusetts
$251K
SS
547
Simplicity Solutions
Minnesota
$249K +$24.5K +61 +11%
LJHT
548
Laurie J. Hall Trustee
$247K
BSI
549
Bennett Selby Investments
Maine
$247K
EDRH
550
Edmond de Rothschild Holding
Switzerland
$243K