820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SEC
526
Seven Eight Capital
New York
$340K +$52.4K +114 +18%
SAM
527
Strategy Asset Managers
California
$338K +$25.8K +56 +8%
LIM
528
Leavell Investment Management
Alabama
$336K
LI
529
Lafayette Investments
Maryland
$335K +$29.4K +64 +10%
PWM
530
Perigon Wealth Management
California
$334K -$7.36K -16 -2%
MPM
531
MBB Public Markets
Illinois
$331K -$956K -2,080 -74%
KWM
532
Kolinsky Wealth Management
New Jersey
$329K +$460 +1 +0.1%
ACM
533
Andina Capital Management
Utah
$329K +$11.9K +26 +4%
BFG
534
Bleakley Financial Group
New Jersey
$328K +$9.2K +20 +3%
FIM
535
Freedom Investment Management
Connecticut
$325K +$5.06K +11 +2%
PWS
536
Precision Wealth Strategies
Missouri
$323K +$1.84K +4 +0.6%
VI
537
Vestcor Inc
New Brunswick, Canada
$323K
PCM
538
Parsons Capital Management
Rhode Island
$322K -$23K -50 -7%
MWM
539
Meridian Wealth Management
Kentucky
$321K +$321K +698 New
AC
540
Apella Capital
Connecticut
$320K -$1.37K -3 -0.4%
BFW
541
Brady Family Wealth
Missouri
$319K -$13.8K -30 -4%
HSA
542
HBK Sorce Advisory
Pennsylvania
$315K -$23K -50 -7%
WJWM
543
Williams Jones Wealth Management
New York
$315K
LNWWM
544
Laird Norton Wetherby Wealth Management
California
$313K -$13.3K -29 -4%
FWIA
545
Fort Washington Investment Advisors
Ohio
$309K
IB
546
Intrust Bank
Kansas
$308K -$17.5K -38 -5%
RP
547
Rowlandmiller & Partners
Georgia
$308K
LWAM
548
Legacy Wealth Asset Management
Minnesota
$307K +$4.6K +10 +2%
SCM
549
Stevens Capital Management
Pennsylvania
$305K -$1.28M -2,782 -81%
PGFC
550
Peapack-Gladstone Financial Corp
New Jersey
$304K -$54.4K -118 -15%