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Factset

726 hedge funds and large institutions have $15.1B invested in Factset in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 252 increasing their positions, 247 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.58%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
60
Increased
252
Reduced
247
Closed
60
Calls
$94.2M
Puts
$97.9M
Net Calls
-$3.67M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WBC
576
Westpac Banking Corp
Australia
$175K +$175K +400 New
PP
577
PrairieView Partners
Minnesota
$174K
Walleye Trading
578
Walleye Trading
New York
$158K +$137K +314 +654%
S
579
SignatureFD
Georgia
$154K +$19.2K +44 +14%
NIMI
580
Natixis Investment Managers International
France
$143K -$1.45M -3,317 -91%
BFEC
581
Benjamin F. Edwards & Company
Missouri
$142K -$8.77K -20 -6%
PA
582
Parallel Advisors
California
$140K +$50.8K +116 +57%
RTC
583
Riverview Trust Company
Washington
$132K
IWP
584
Icon Wealth Partners
Texas
$132K
UM
585
UniSuper Management
Australia
$131K
CI Investments Inc
586
CI Investments Inc
Ontario, Canada
$129K +$3.49K +8 +3%
FHA
587
First Horizon Advisors
Tennessee
$128K -$877 -2 -0.7%
AFS
588
Annapolis Financial Services
Maryland
$118K
MA
589
MCF Advisors
Kentucky
$115K
KI
590
Kapitalo Investimentos
Brazil
$115K +$80.9K +185 +234%
EWA
591
EverSource Wealth Advisors
Alabama
$115K
CAL
592
Capital Advisors Ltd
Ohio
$106K
BF
593
BOK Financial
Oklahoma
$106K +$65.2K +151 +161%
EDRH
594
Edmond de Rothschild Holding
Switzerland
$105K -$5.68K -13 -5%
PPC
595
Park Place Capital
Alabama
$98.4K -$3.06K -7 -3%
AA
596
Addison Advisors
Vermont
$98.4K
SIM
597
Sentry Investment Management
Wisconsin
$98K -$16.7K -38 -15%
WT
598
Washington Trust
Rhode Island
$96.2K
QCG
599
Quadrant Capital Group
Ohio
$91.8K +$19.7K +45 +27%
Swedbank
600
Swedbank
Sweden
$80.9K