774 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
11.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
68
Increased
288
Reduced
252
Closed
58
Calls
$51.7M
Puts
$31.5M
Net Calls
+$20.1M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
551
Financial Advocates Investment Management
Washington
$262K +$454 +1 +0.2%
ANTB
552
AMG National Trust Bank
Colorado
$261K
MIM
553
Martin Investment Management
Florida
$261K
LJHT
554
Laurie J. Hall Trustee
$261K
OWA
555
Outlook Wealth Advisors
Texas
$260K +$56.3K +124 +28%
HIA
556
Harbor Investment Advisory
Maryland
$257K
PTC
557
Petrus Trust Company
Texas
$255K
IF
558
Intrua Financial
Texas
$253K +$21.8K +48 +9%
PI
559
PFG Investments
New York
$253K +$253K +557 New
GI
560
GAMCO Investors
Connecticut
$252K
SWS
561
SYSTM Wealth Solutions
Illinois
$252K +$252K +554 New
HI
562
Horizon Investments
North Carolina
$248K -$11.8K -26 -5%
PWP
563
Phillips Wealth Planners
Mississippi
$245K +$35.4K +83 +17%
PL
564
Perpetual Ltd
Australia
$242K -$3.18K -7 -1%
D
565
Diversified
Delaware
$241K +$25.5K +56 +12%
NIM
566
NEOS Investment Management
Connecticut
$241K -$3.64K -8 -1%
TAM
567
Tocqueville Asset Management
New York
$239K -$11.4K -25 -5%
GT
568
Glenview Trust
Kentucky
$236K
SP
569
Symmetry Partners
Connecticut
$233K
BWM
570
Baron Wealth Management
Michigan
$232K
BFG
571
Bouchey Financial Group
New York
$232K
TC
572
TwinBeech Capital
New York
$232K +$232K +510 New
BBW
573
Blue Barn Wealth
Utah
$231K +$231K +509 New
LI
574
Lafayette Investments
Maryland
$230K +$3.18K +7 +1%
LIM
575
Leavell Investment Management
Alabama
$229K +$23.2K +51 +11%