715 hedge funds and large institutions have $14B invested in Factset in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 291 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
-22
Holders Change %
-2.99%
% of All Funds
11.44%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
54
Increased
223
Reduced
291
Closed
66
Calls
$31.1M
Puts
$47.3M
Net Calls
-$16.1M
Net Calls Change
-$8.27M
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
551
Edmond de Rothschild Holding
Switzerland
$219K -$32.4K -78 -13%
DF
552
Donoghue Forlines
Massachusetts
$216K -$1.21M -2,918 -85%
PA
553
Pinnacle Associates
New York
$215K -$14.9K -36 -7%
TFP
554
Tilia Fiduciary Partners
North Carolina
$212K
BWM
555
Baron Wealth Management
Michigan
$211K
RMDI
556
R.M. Davis Inc
Maine
$211K -$1.25K -3 -0.6%
GI
557
GAMCO Investors
Connecticut
$210K -$10.4K -25 -5%
Bessemer Group
558
Bessemer Group
New Jersey
$209K +$62.9K +151 +43%
MC
559
Middleton & Co
Massachusetts
$208K
AIA
560
Arbor Investment Advisors
North Carolina
$208K
BEC
561
Blue Edge Capital
Virginia
$208K
IF
562
Intrua Financial
Texas
$206K -$7.56K -19 -4%
TI
563
Tidal Investments
Wisconsin
$205K +$205K +493 New
BFEC
564
Benjamin F. Edwards & Company
Missouri
$204K -$7.46K -18 -4%
LFA
565
Legacy Financial Advisors
Kentucky
$204K +$204K +491 New
HI
566
Horizon Investments
North Carolina
$203K -$376K -906 -65%
ECM
567
Estabrook Capital Management
New York
$189K -$4.98K -12 -3%
DAM
568
Delta Asset Management
Tennessee
$187K -$24.9K -60 -12%
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$171K
PP
570
PrairieView Partners
Minnesota
$166K
S
571
SignatureFD
Georgia
$156K -$15.4K -37 -9%
FDCDDQ
572
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K -$344K -828 -70%
FHA
573
First Horizon Advisors
Tennessee
$125K -$14.6K -35 -10%
RTC
574
Riverview Trust Company
Washington
$125K
IWP
575
Icon Wealth Partners
Texas
$122K +$122K +293 New