731 hedge funds and large institutions have $13.7B invested in Factset in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
11.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
247
Reduced
257
Closed
59
Calls
$31.2M
Puts
$41.7M
Net Calls
-$10.6M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
551
GAMCO Investors
Connecticut
$222K +$20K +50 +10%
SWS
552
SYSTM Wealth Solutions
Illinois
$222K -$1.6K -4 -0.7%
DEA
553
DoubleLine ETF Adviser
Florida
$221K +$221K +551 New
HI
554
Horizon Investments
North Carolina
$217K +$21.2K +53 +11%
CIBC Private Wealth Group
555
CIBC Private Wealth Group
Georgia
$217K +$2.4K +6 +1%
HIA
556
Harbor Investment Advisory
Maryland
$216K +$3.61K +9 +2%
PGFC
557
Peapack-Gladstone Financial Corp
New Jersey
$216K -$2K -5 -0.9%
SPWG
558
Sage Private Wealth Group
Illinois
$213K
RWA
559
River Wealth Advisors
Pennsylvania
$211K -$5.61K -14 -3%
LFA
560
Legacy Financial Advisors
Kentucky
$206K +$9.62K +24 +5%
UCFA
561
United Capital Financial Advisors
Texas
$206K -$72.9K -182 -26%
TFP
562
Tilia Fiduciary Partners
North Carolina
$205K
RMDI
563
R.M. Davis Inc
Maine
$204K
BWM
564
Baron Wealth Management
Michigan
$204K
SSW
565
Smith Shellnut Wilson
Mississippi
$204K -$13.6K -34 -6%
XT
566
XTX Topco
Cayman Islands
$202K +$202K +504 New
DI
567
DFPG Investments
Utah
$202K +$202K +474 New
SFO
568
Stokes Family Office
Louisiana
$202K -$45.3K -113 -18%
WEG
569
World Equity Group
Illinois
$200K -$3.45M -8,608 -95%
MC
570
Middleton & Co
Massachusetts
$200K
AIA
571
Arbor Investment Advisors
North Carolina
$200K
BEC
572
Blue Edge Capital
Virginia
$200K
ECM
573
Estabrook Capital Management
New York
$182K
DAM
574
Delta Asset Management
Tennessee
$180K
PCM
575
Penserra Capital Management
California
$174K +$95.9K +242 +123%