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691 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $29.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 77

4% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 244

1.19% less ownership

Funds ownership: 90.66%89.47% (-1.2%)

2% less funds holding

Funds holding: 704691 (-13)

12% less capital invested

Capital invested by funds: $14.8B → $12.9B (-$1.82B)

Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
235
Reduced
244
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
551
AIA Group
Hong Kong
$177K -$99K -253 -36%
BAM
552
Belpointe Asset Management
Nevada
$170K +$12.9K +33 +8%
Bessemer Group
553
Bessemer Group
New Jersey
$166K -$180K -459 -52%
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$160K
ETC
555
Exchange Traded Concepts
Oklahoma
$158K +$11K +28 +7%
PP
556
PrairieView Partners
Minnesota
$154K
ED
557
Exane Derivatives
France
$149K +$151K +387 New
EIP
558
Ellis Investment Partners
Pennsylvania
$144K
HIA
559
Harbor Investment Advisory
Maryland
$144K +$3.91K +10 +3%
FHA
560
First Horizon Advisors
Tennessee
$127K +$104K +266 +416%
S
561
SignatureFD
Georgia
$124K -$14.1K -36 -10%
ZIG
562
Zullo Investment Group
Pennsylvania
$123K -$11.4K -29 -8%
RTC
563
Riverview Trust Company
Washington
$116K
C
564
Covestor
United Kingdom
$115K -$13.7K -35 -11%
CCM
565
Covington Capital Management
California
$114K
AssetMark Inc
566
AssetMark Inc
California
$102K -$9K -23 -8%
ST
567
Smithfield Trust
Pennsylvania
$100K +$76.3K +195 +315%
WTA
568
Washington Trust Advisors
Massachusetts
$96K -$1.17K -3 -1%
CAL
569
Capital Advisors Ltd
Ohio
$93K +$1.96K +5 +2%
AA
570
Addison Advisors
Vermont
$87K
SIM
571
Sentry Investment Management
Wisconsin
$86K -$17.2K -44 -16%
NR
572
Newfound Research
Massachusetts
$84K +$85.7K +219 New
FAM
573
Fred Alger Management
New York
$83K -$45.8K -117 -35%
HNB
574
Huntington National Bank
Ohio
$83K +$46.2K +118 +120%
CI Investments Inc
575
CI Investments Inc
Ontario, Canada
$82K -$27.4K -70 -25%