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Factset

700 hedge funds and large institutions have $14.8B invested in Factset in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 246 increasing their positions, 238 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+11
Holders Change %
+1.6%
% of All Funds
11.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
246
Reduced
238
Closed
65
Calls
$58.2M
Puts
$94.4M
Net Calls
-$36.2M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BEC
551
Blue Edge Capital
Virginia
$217K
AIA
552
Arbor Investment Advisors
North Carolina
$217K
ECM
553
Estabrook Capital Management
New York
$216K +$5.21K +12 +2%
MWPCG
554
Measured Wealth Private Client Group
New Hampshire
$204K
TI
555
Tidal Investments
Wisconsin
$203K +$203K +468 New
BCMO
556
Buckingham Capital Management (Ohio)
Ohio
$202K
MC
557
Maverick Capital
Texas
$201K +$117K +269 +138%
WFI
558
West Family Investments
California
$200K
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$180K
BAM
560
Belpointe Asset Management
Nevada
$178K +$434 +1 +0.2%
KPCM
561
Kings Point Capital Management
New York
$177K
PP
562
PrairieView Partners
Minnesota
$174K
ETC
563
Exchange Traded Concepts
Oklahoma
$166K -$874K -2,017 -84%
EIP
564
Ellis Investment Partners
Pennsylvania
$162K
HIA
565
Harbor Investment Advisory
Maryland
$158K
S
566
SignatureFD
Georgia
$155K +$16.9K +39 +12%
ZIG
567
Zullo Investment Group
Pennsylvania
$152K -$6.51K -15 -4%
DGAM
568
Desjardins Global Asset Management
Quebec, Canada
$151K -$7.79K -18 -5%
FAM
569
Fred Alger Management
New York
$144K +$43.4K +100 +43%
C
570
Covestor
United Kingdom
$144K +$72K +166 +100%
Federated Hermes
571
Federated Hermes
Pennsylvania
$132K -$26.8K -62 -17%
RTC
572
Riverview Trust Company
Washington
$131K +$29.6K +68 +29%
CCM
573
Covington Capital Management
California
$129K
AssetMark Inc
574
AssetMark Inc
California
$125K -$50.2K -116 -29%
CI Investments Inc
575
CI Investments Inc
Ontario, Canada
$123K -$113K -261 -48%