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Factset

797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
551
Freedom Investment Management
Connecticut
$284K +$4.9K +12 +2%
SW
552
Simplicity Wealth
New Jersey
$283K -$39.2K -96 -12%
BFG
553
Bleakley Financial Group
New Jersey
$283K -$39.2K -96 -12%
SF
554
Synovus Financial
Georgia
$283K -$6.53K -16 -2%
ACM
555
Andina Capital Management
Utah
$281K +$7.76K +19 +3%
WJWM
556
Williams Jones Wealth Management
New York
$280K +$4.9K +12 +2%
FWIA
557
Fort Washington Investment Advisors
Ohio
$274K
RP
558
Rowlandmiller & Partners
Georgia
$274K
IWM
559
IHT Wealth Management
Illinois
$273K -$11K -27 -4%
SAM
560
Strategy Asset Managers
California
$272K +$6.82K +17 +3%
LI
561
Lafayette Investments
Maryland
$272K +$64.9K +159 +31%
LWAM
562
Legacy Wealth Asset Management
Minnesota
$269K +$10.2K +25 +4%
CG
563
Caprock Group
Idaho
$267K +$267K +653 New
BFM
564
Boothbay Fund Management
New York
$265K +$265K +648 New
SAM
565
Seelaus Asset Management
New Jersey
$261K
KIA
566
KCM Investment Advisors
California
$261K
CNBT
567
Canandaigua National Bank & Trust
New York
$261K +$1.63K +4 +0.6%
D
568
Diversified
Delaware
$261K +$43.7K +107 +20%
DEA
569
DoubleLine ETF Adviser
Florida
$257K -$7.76K -19 -3%
BFS
570
Bradley Foster & Sargent
Connecticut
$257K +$257K +629 New
SEC
571
Seven Eight Capital
New York
$256K +$256K +626 New
PHIC
572
Pine Haven Investment Counsel
Massachusetts
$255K
MG
573
Mather Group
Illinois
$255K +$144K +317 +130%
BSI
574
Bennett Selby Investments
Maine
$254K +$1.63K +4 +0.6%
CSPIA
575
Cary Street Partners Investment Advisory
Virginia
$254K +$254K +621 New