737 hedge funds and large institutions have $13.4B invested in Factset in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 231 increasing their positions, 267 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
11.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
109
Increased
231
Reduced
267
Closed
48
Calls
$78.9M
Puts
$86.8M
Net Calls
-$7.86M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
551
IEQ Capital
California
$243K -$93.9K -234 -28%
SFO
552
Stokes Family Office
Louisiana
$238K -$16.5K -41 -6%
ANTB
553
AMG National Trust Bank
Colorado
$235K -$231K -575 -50%
IB
554
Intrust Bank
Kansas
$231K
TAM
555
Tocqueville Asset Management
New York
$231K
MIM
556
Martin Investment Management
Florida
$231K
SLG
557
Stanley-Laman Group
Pennsylvania
$227K +$2.01K +5 +0.9%
IF
558
Intrua Financial
Texas
$226K +$226K +537 New
PWM
559
Perigon Wealth Management
California
$226K +$226K +563 New
D
560
Diversified
Delaware
$225K
SPWG
561
Sage Private Wealth Group
Illinois
$225K
PA
562
Pinnacle Associates
New York
$222K +$222K +553 New
C
563
Certuity
Florida
$220K
CCIA
564
Campbell & Co Investment Adviser
Maryland
$218K -$149K -371 -41%
PGFC
565
Peapack-Gladstone Financial Corp
New Jersey
$218K -$2.4K -6 -1%
SSW
566
Smith Shellnut Wilson
Mississippi
$217K -$5.62K -14 -3%
DEA
567
DoubleLine ETF Adviser
Florida
$215K +$215K +537 New
GI
568
GAMCO Investors
Connecticut
$213K
RWA
569
River Wealth Advisors
Pennsylvania
$212K
TC
570
Telemus Capital
Michigan
$212K -$9.3K -23 -4%
SCM
571
Stevens Capital Management
Pennsylvania
$211K -$9.61K -24 -4%
EF
572
Empirical Finance
Pennsylvania
$209K +$209K +520 New
HIA
573
Harbor Investment Advisory
Maryland
$205K +$14.8K +37 +8%
TFP
574
Tilia Fiduciary Partners
North Carolina
$205K
BFEC
575
Benjamin F. Edwards & Company
Missouri
$205K -$109K -270 -35%