715 hedge funds and large institutions have $14B invested in Factset in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 291 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
-22
Holders Change %
-2.99%
% of All Funds
11.44%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
54
Increased
223
Reduced
291
Closed
66
Calls
$31.1M
Puts
$47.3M
Net Calls
-$16.1M
Net Calls Change
-$8.27M
Name Holding Trade Value Shares
Change
Shares
Change %
CI Investments Inc
576
CI Investments Inc
Ontario, Canada
$116K -$2.08K -5 -2%
MA
577
MCF Advisors
Kentucky
$110K
SIM
578
Sentry Investment Management
Wisconsin
$108K -$189K -456 -64%
CAL
579
Capital Advisors Ltd
Ohio
$105K
HNB
580
Huntington National Bank
Ohio
$97.1K +$10.4K +25 +12%
QCG
581
Quadrant Capital Group
Ohio
$95.5K +$4.15K +10 +5%
AA
582
Addison Advisors
Vermont
$93.4K
TCPG
583
Trivant Custom Portfolio Group
California
$92.2K +$92.2K +222 New
PA
584
Parallel Advisors
California
$89.8K -$416 -1 -0.5%
Federated Hermes
585
Federated Hermes
Pennsylvania
$84.3K +$14.1K +34 +20%
PCM
586
Penserra Capital Management
California
$80K
FFA
587
Farther Finance Advisors
California
$78.9K -$10.8K -26 -12%
BF
588
BOK Financial
Oklahoma
$77.6K -$2.02M -4,867 -96%
CTC
589
Central Trust Company
Missouri
$77.2K -$75.1K -181 -49%
Swedbank
590
Swedbank
Sweden
$76.8K
AWM
591
Atticus Wealth Management
Florida
$75.5K
BBHC
592
Brown Brothers Harriman & Co
New York
$68.5K
CYG
593
Clean Yield Group
Vermont
$62.3K
GCM
594
Goldstream Capital Management
Hong Kong
$61.4K +$61.4K +148 New
EI
595
Ellevest Inc
New York
$59.8K +$11.6K +28 +24%
BTI
596
Blue Trust Inc
Georgia
$56K -$101K -251 -64%
SSB
597
Sandy Spring Bank
Maryland
$51.5K
PI
598
PineBridge Investments
New York
$49K -$3.59M -8,653 -99%
Credit Agricole
599
Credit Agricole
France
$48.2K
CCA
600
Column Capital Advisors
Indiana
$48.2K