774 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
11.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
68
Increased
288
Reduced
252
Closed
58
Calls
$51.7M
Puts
$31.5M
Net Calls
+$20.1M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
526
Avantax Advisory Services
Texas
$298K -$42.3K -93 -12%
GT
527
Greenleaf Trust
Michigan
$297K -$9.54K -21 -3%
DEA
528
DoubleLine ETF Adviser
Florida
$294K +$10K +22 +4%
SAM
529
Seelaus Asset Management
New Jersey
$291K
KIA
530
KCM Investment Advisors
California
$290K -$164K -360 -36%
CNBT
531
Canandaigua National Bank & Trust
New York
$289K -$24.5K -54 -8%
LWAM
532
Legacy Wealth Asset Management
Minnesota
$288K +$909 +2 +0.3%
GI
533
GAMMA Investing
California
$285K +$74.1K +163 +35%
EF
534
Empowered Funds
Pennsylvania
$284K +$91.8K +202 +48%
PHIC
535
Pine Haven Investment Counsel
Massachusetts
$284K
OMC
536
Old Mission Capital
Illinois
$284K +$284K +625 New
VCM
537
Versant Capital Management
Arizona
$282K
BSI
538
Bennett Selby Investments
Maine
$281K +$909 +2 +0.3%
IMCOOI
539
Investment Management Corp of Ontario (IMCO)
Canada
$279K -$136K -300 -33%
MA
540
Mutual Advisors
Nebraska
$278K +$36.8K +81 +15%
CCA
541
Checchi Capital Advisers
California
$276K -$5.91K -13 -2%
PFWA
542
Paces Ferry Wealth Advisors
Georgia
$275K -$15.4K -34 -5%
GWP
543
Gen-Wealth Partners
Michigan
$274K +$274K +603 New
MFAM
544
Motley Fool Asset Management
Virginia
$269K -$10.9K -24 -4%
BAM
545
Belpointe Asset Management
Nevada
$269K +$25.9K +57 +11%
TIAA Trust, National Association
546
TIAA Trust, National Association
North Carolina
$266K -$24.5K -54 -8%
PA
547
Profund Advisors
Maryland
$265K +$30.9K +68 +13%
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
$264K -$97.7K -215 -27%
WC
549
Weil Company
California
$263K +$7.73K +17 +3%
GSC
550
Grey Street Capital
Illinois
$262K +$262K +576 New