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Factset

687 hedge funds and large institutions have $13.7B invested in Factset in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 249 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
11.88%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
64
Increased
238
Reduced
249
Closed
55
Calls
$37.4M
Puts
$34.7M
Net Calls
+$2.63M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
551
Arbor Investment Advisors
North Carolina
$200K +$200K +500 New
DRD
552
Dennis R. Delaney
$200K +$200K +500 New
HIA
553
Harbor Investment Advisory
Maryland
$190K +$40K +100 +27%
ECM
554
Estabrook Capital Management
New York
$187K
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$164K -$2K -5 -1%
WFA
556
Wipfli Financial Advisors
Wisconsin
$162K +$162K +405 New
PP
557
PrairieView Partners
Minnesota
$160K
SIM
558
Sentry Investment Management
Wisconsin
$151K +$61.9K +155 +70%
EIP
559
Ellis Investment Partners
Pennsylvania
$150K
S
560
SignatureFD
Georgia
$149K +$20.4K +51 +16%
FHA
561
First Horizon Advisors
Tennessee
$134K +$2.78K +7 +2%
ZIG
562
Zullo Investment Group
Pennsylvania
$128K
RTC
563
Riverview Trust Company
Washington
$120K
QCG
564
Quadrant Capital Group
Ohio
$120K +$37.2K +93 +45%
CCM
565
Covington Capital Management
California
$119K
IWA
566
Icon Wealth Advisors
Texas
$118K +$118K +296 New
AG
567
AIA Group
Hong Kong
$114K -$70.2K -175 -38%
APW
568
Axim Planning & Wealth
Ohio
$114K +$114K +285 New
CAL
569
Capital Advisors Ltd
Ohio
$106K +$9.2K +23 +10%
MA
570
MCF Advisors
Kentucky
$106K +$90.3K +225 +577%
AssetMark Inc
571
AssetMark Inc
California
$100K -$6.4K -16 -6%
CI Investments Inc
572
CI Investments Inc
Ontario, Canada
$100K +$14.4K +36 +17%
WTA
573
Washington Trust Advisors
Massachusetts
$99K -$399 -1 -0.4%
PA
574
Parallel Advisors
California
$95K +$14K +35 +17%
AA
575
Addison Advisors
Vermont
$93K +$3.19K +8 +4%