820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ACGA
551
Atlanta Consulting Group Advisors
Georgia
$304K +$304K +661 New
BAM
552
Berkshire Asset Management
Pennsylvania
$295K
AWM
553
Angeles Wealth Management
California
$295K +$295K +641 New
SAM
554
Seelaus Asset Management
New Jersey
$294K
SCA
555
Stokes Capital Advisors
South Carolina
$294K -$64.4K -140 -18%
KIA
556
KCM Investment Advisors
California
$294K
D
557
Diversified
Delaware
$293K -$460 -1 -0.2%
DE
558
Diversified Enterprises
Delaware
$293K +$293K +637 New
GAM
559
Gotham Asset Management
New York
$291K -$1.22M -2,652 -81%
OTL
560
Oak Thistle LLC
New York
$290K -$77.7K -169 -21%
DBIA
561
Dumont & Blake Investment Advisors
New Jersey
$290K -$334K -727 -54%
PHIC
562
Pine Haven Investment Counsel
Massachusetts
$287K
BSI
563
Bennett Selby Investments
Maine
$286K
BFS
564
Bradley Foster & Sargent
Connecticut
$284K -$5.06K -11 -2%
LFG
565
Larson Financial Group
Missouri
$284K +$78.2K +170 +38%
VCM
566
Versant Capital Management
Arizona
$281K
SI
567
Seeds Investor
New York
$281K -$68.9K -150 -20%
PA
568
Profund Advisors
Maryland
$278K +$15.2K +33 +6%
CCA
569
Checchi Capital Advisers
California
$276K -$5.98K -13 -2%
EC
570
EntryPoint Capital
New York
$276K +$276K +600 New
NFG
571
Nations Financial Group
Iowa
$275K +$275K +598 New
PFWA
572
Paces Ferry Wealth Advisors
Georgia
$271K -$7.82K -17 -3%
CL
573
Choreo LLC
Illinois
$270K +$40.5K +89 +18%
AF
574
Advisornet Financial
Minnesota
$266K +$263K +573 +11,460%
ANTB
575
AMG National Trust Bank
Colorado
$264K -$264K -575 -50%