731 hedge funds and large institutions have $13.7B invested in Factset in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
11.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
247
Reduced
257
Closed
59
Calls
$31.2M
Puts
$41.7M
Net Calls
-$10.6M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Shares
Change %
LWAM
526
Legacy Wealth Asset Management
Minnesota
$267K +$267K +666 New
IIC
527
Integrated Investment Consultants
Michigan
$266K +$15.6K +39 +6%
PFWA
528
Paces Ferry Wealth Advisors
Georgia
$262K +$801 +2 +0.3%
SAM
529
Seelaus Asset Management
New Jersey
$256K
IWC
530
Integrated Wealth Concepts
Massachusetts
$254K +$15.6K +39 +7%
GT
531
Greenleaf Trust
Michigan
$253K -$28.8K -72 -10%
CCA
532
Checchi Capital Advisers
California
$253K -$14.8K -37 -6%
HTC
533
Haverford Trust Company
Pennsylvania
$252K +$7.61K +19 +3%
PRC
534
Pearl River Capital
Michigan
$251K +$251K +627 New
PHIC
535
Pine Haven Investment Counsel
Massachusetts
$250K
KWM
536
Kolinsky Wealth Management
New Jersey
$250K
VCM
537
Versant Capital Management
Arizona
$248K -$125K -311 -33%
LJHT
538
Laurie J. Hall Trustee
$247K
BSI
539
Bennett Selby Investments
Maine
$247K
PWM
540
Perigon Wealth Management
California
$242K +$20.4K +51 +9%
CAI
541
Capital Advisors Inc
Oklahoma
$242K +$242K +603 New
Koshinski Asset Management
542
Koshinski Asset Management
Illinois
$238K +$19.2K +48 +9%
ANTB
543
AMG National Trust Bank
Colorado
$234K -$12.4K -31 -5%
FTDI
544
First Trust Direct Indexing
Massachusetts
$230K -$401 -1 -0.2%
TAM
545
Tocqueville Asset Management
New York
$230K
MIM
546
Martin Investment Management
Florida
$230K
IB
547
Intrust Bank
Kansas
$229K +$801 +2 +0.4%
BAM
548
Belpointe Asset Management
Nevada
$226K -$51.3K -128 -18%
MAM
549
Martingale Asset Management
Massachusetts
$226K
IF
550
Intrua Financial
Texas
$224K +$16.8K +42 +8%