FDS icon

Factset

797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
576
Koshinski Asset Management
Illinois
$252K +$13.6K +33 +6%
CCA
577
Checchi Capital Advisers
California
$251K +$2.86K +7 +1%
BAM
578
Belpointe Asset Management
Nevada
$250K +$8.58K +21 +4%
VCM
579
Versant Capital Management
Arizona
$250K -$3.27K -8 -1%
PFWA
580
Paces Ferry Wealth Advisors
Georgia
$248K +$817 +2 +0.3%
GT
581
Greenleaf Trust
Michigan
$246K -$20.8K -51 -8%
TIAA Trust, National Association
582
TIAA Trust, National Association
North Carolina
$239K
LJHT
583
Laurie J. Hall Trustee
$235K
MIM
584
Martin Investment Management
Florida
$235K
MFAM
585
Motley Fool Asset Management
Virginia
$234K -$9.46K -23 -4%
PA
586
Profund Advisors
Maryland
$233K -$5.31K -13 -2%
DIA
587
Dean Investment Associates
Ohio
$231K -$123K -302 -35%
BCA
588
Bay Colony Advisors
Massachusetts
$230K -$44.9K -110 -16%
Acadian Asset Management
589
Acadian Asset Management
Massachusetts
$227K +$227K +558 New
GI
590
GAMCO Investors
Connecticut
$227K
PI
591
PFG Investments
New York
$226K -$1.63K -4 -0.7%
HI
592
Horizon Investments
North Carolina
$225K +$2.45K +6 +1%
IF
593
Intrua Financial
Texas
$225K -$2.45K -6 -1%
Nomura Holdings
594
Nomura Holdings
Japan
$224K +$224K +549 New
PWP
595
Phillips Wealth Planners
Mississippi
$224K -$13.7K -33 -6%
VIM
596
Vinva Investment Management
Australia
$222K +$38.2K +92 +21%
AWS
597
Atria Wealth Solutions
New York
$222K -$68.1K -167 -23%
NIM
598
NEOS Investment Management
Connecticut
$216K
TAM
599
Tocqueville Asset Management
New York
$214K
PL
600
Perpetual Ltd
Australia
$213K -$4.08K -10 -2%