737 hedge funds and large institutions have $13.4B invested in Factset in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 231 increasing their positions, 267 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
11.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
109
Increased
231
Reduced
267
Closed
48
Calls
$78.9M
Puts
$86.8M
Net Calls
-$7.86M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RMDI
576
R.M. Davis Inc
Maine
$205K
DAM
577
Delta Asset Management
Tennessee
$205K
BWM
578
Baron Wealth Management
Michigan
$204K +$204K +509 New
MC
579
Middleton & Co
Massachusetts
$201K
AIA
580
Arbor Investment Advisors
North Carolina
$201K
BEC
581
Blue Edge Capital
Virginia
$201K
ECM
582
Estabrook Capital Management
New York
$187K
HIIFS
583
Harel Insurance Investments & Financial Services
Israel
$173K +$173K +431 New
S
584
SignatureFD
Georgia
$165K +$15.6K +39 +10%
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$165K +$401 +1 +0.2%
PP
586
PrairieView Partners
Minnesota
$160K
BTI
587
Blue Trust Inc
Georgia
$156K +$66K +165 +73%
CTC
588
Central Trust Company
Missouri
$147K -$154K -385 -51%
Bessemer Group
589
Bessemer Group
New Jersey
$141K -$206K -514 -59%
FHA
590
First Horizon Advisors
Tennessee
$135K -$402 -1 -0.3%
ZIG
591
Zullo Investment Group
Pennsylvania
$126K -$2.41K -6 -2%
RTC
592
Riverview Trust Company
Washington
$121K
CI Investments Inc
593
CI Investments Inc
Ontario, Canada
$114K +$13.6K +34 +14%
MCC
594
Money Concepts Capital
Florida
$106K +$75.8K +189 +249%
MA
595
MCF Advisors
Kentucky
$106K
Balyasny Asset Management
596
Balyasny Asset Management
Illinois
$106K +$106K +263 New
CAL
597
Capital Advisors Ltd
Ohio
$102K -$4.42K -11 -4%
IA
598
IFP Advisors
Florida
$97K -$174K -792 -64%
AA
599
Addison Advisors
Vermont
$90.3K -$3.21K -8 -3%
Dimensional Fund Advisors
600
Dimensional Fund Advisors
Texas
$89K -$4.75K -11,832 -5%