774 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
11.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
68
Increased
288
Reduced
252
Closed
58
Calls
$51.7M
Puts
$31.5M
Net Calls
+$20.1M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
576
Middleton & Co
Massachusetts
$227K
AIA
577
Arbor Investment Advisors
North Carolina
$227K
BEC
578
Blue Edge Capital
Virginia
$227K
Bank Julius Baer & Co
579
Bank Julius Baer & Co
Switzerland
$227K +$227K +499 New
PA
580
Pinnacle Associates
New York
$225K -$5K -11 -2%
DAS
581
Dynamic Advisor Solutions
Arizona
$224K +$909 +2 +0.4%
TFP
582
Tilia Fiduciary Partners
North Carolina
$224K +$2.73K +6 +1%
SSW
583
Smith Shellnut Wilson
Mississippi
$221K
MGIA
584
Moneta Group Investment Advisors
Missouri
$221K -$13.6K -30 -6%
MAM
585
Martingale Asset Management
Massachusetts
$220K
Lido Advisors
586
Lido Advisors
California
$220K +$25K +55 +13%
SC
587
Savant Capital
Illinois
$219K +$5.46K +12 +3%
PPWM
588
Perissos Private Wealth Management
Oklahoma
$217K +$217K +477 New
WP
589
WMS Partners
Maryland
$215K +$5.45K +12 +3%
GA
590
Geller Advisors
New York
$214K -$3.64K -8 -2%
BCMO
591
Buckingham Capital Management (Ohio)
Ohio
$214K
DWM
592
Drive Wealth Management
Utah
$213K -$8.17K -18 -4%
OCM
593
One Capital Management
California
$209K -$15K -33 -7%
Connor, Clark & Lunn Investment Management (CC&L)
594
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$209K +$209K +460 New
DAM
595
Delta Asset Management
Tennessee
$204K
TBA
596
Tower Bridge Advisors
Pennsylvania
$204K
CA
597
Cetera Advisors
Colorado
$202K +$202K +445 New
VIM
598
Vinva Investment Management
Australia
$202K +$202K +444 New
SFS
599
Security Financial Services
Indiana
$201K +$201K +443 New
CCWM
600
Cassaday & Co Wealth Management
Virginia
$201K