768 hedge funds and large institutions have $17.1B invested in Factset in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 275 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+42
Holders Change %
+5.79%
% of All Funds
11.26%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
101
Increased
249
Reduced
275
Closed
48
Calls
$56.8M
Puts
$38.5M
Net Calls
+$18.3M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
551
Petrus Trust Company
Texas
$268K -$131K -274 -33%
GI
552
GAMCO Investors
Connecticut
$265K
TAM
553
Tocqueville Asset Management
New York
$262K
PL
554
Perpetual Ltd
Australia
$257K -$1.91K -4 -0.7%
NIM
555
NEOS Investment Management
Connecticut
$257K +$257K +538 New
BAM
556
Belpointe Asset Management
Nevada
$255K -$7.16K -15 -3%
MA
557
Mutual Advisors
Nebraska
$253K +$253K +530 New
PFP
558
Pinnacle Financial Partners
Tennessee
$251K +$204K +427 +427%
GT
559
Glenview Trust
Kentucky
$248K +$248K +520 New
MGIA
560
Moneta Group Investment Advisors
Missouri
$246K -$5.25K -11 -2%
PA
561
Profund Advisors
Maryland
$246K +$246K +516 New
SP
562
Symmetry Partners
Connecticut
$244K -$194K -408 -44%
BWM
563
Baron Wealth Management
Michigan
$244K +$954 +2 +0.4%
BFG
564
Bouchey Financial Group
New York
$243K
IF
565
Intrua Financial
Texas
$243K -$23.4K -49 -9%
PA
566
Pinnacle Associates
New York
$242K +$15.7K +33 +7%
MC
567
Middleton & Co
Massachusetts
$239K
AIA
568
Arbor Investment Advisors
North Carolina
$239K
BEC
569
Blue Edge Capital
Virginia
$239K
LI
570
Lafayette Investments
Maryland
$238K +$4.29K +9 +2%
OCM
571
One Capital Management
California
$235K
RWA
572
River Wealth Advisors
Pennsylvania
$235K -$16.7K -35 -7%
EW
573
Evoke Wealth
California
$234K -$3.47M -7,272 -94%
TFP
574
Tilia Fiduciary Partners
North Carolina
$233K -$11K -23 -5%
DWM
575
Drive Wealth Management
Utah
$233K +$11.5K +24 +5%