731 hedge funds and large institutions have $13.7B invested in Factset in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
11.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
247
Reduced
257
Closed
59
Calls
$31.2M
Puts
$41.7M
Net Calls
-$10.6M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
576
Farmers & Merchants Investments Inc
Nebraska
$165K
PP
577
PrairieView Partners
Minnesota
$160K
FDCDDQ
578
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K
BFEC
579
Benjamin F. Edwards & Company
Missouri
$138K -$59.4K -148 -30%
VSQM
580
V-Square Quantitative Management
Illinois
$126K +$126K +314 New
S
581
SignatureFD
Georgia
$123K -$26.8K -67 -18%
RTC
582
Riverview Trust Company
Washington
$121K
IWP
583
Icon Wealth Partners
Texas
$121K +$3.21K +8 +3%
UM
584
UniSuper Management
Australia
$120K +$120K +300 New
FHA
585
First Horizon Advisors
Tennessee
$118K -$2.81K -7 -2%
CI Investments Inc
586
CI Investments Inc
Ontario, Canada
$115K +$3.59K +9 +3%
AFS
587
Annapolis Financial Services
Maryland
$108K +$108K +269 New
MA
588
MCF Advisors
Kentucky
$106K
SIM
589
Sentry Investment Management
Wisconsin
$105K
EWA
590
EverSource Wealth Advisors
Alabama
$105K +$105K +261 +26,100%
DGAM
591
Desjardins Global Asset Management
Quebec, Canada
$103K -$362K -904 -78%
EDRH
592
Edmond de Rothschild Holding
Switzerland
$101K -$110K -275 -52%
CAL
593
Capital Advisors Ltd
Ohio
$97K -$4.81K -12 -5%
PPC
594
Park Place Capital
Alabama
$93K +$93K +232 New
AA
595
Addison Advisors
Vermont
$90.1K
WT
596
Washington Trust
Rhode Island
$88.1K +$88.1K +220 New
HNB
597
Huntington National Bank
Ohio
$83.7K -$10K -25 -11%
PA
598
Parallel Advisors
California
$81.4K -$5.22K -13 -6%
Swedbank
599
Swedbank
Sweden
$74.1K
FFA
600
Farther Finance Advisors
California
$73.3K -$2.81K -7 -4%