820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Wellington Management Group
576
Wellington Management Group
Massachusetts
$264K -$91.5K -199 -26%
DEA
577
DoubleLine ETF Adviser
Florida
$264K -$24.8K -54 -9%
MIM
578
Martin Investment Management
Florida
$264K
LJHT
579
Laurie J. Hall Trustee
$264K
CM
580
Capula Management
Cayman Islands
$260K -$209K -454 -45%
SFS
581
Security Financial Services
Indiana
$260K +$260K +566 New
PWP
582
Phillips Wealth Planners
Mississippi
$260K +$6.12K +13 +2%
CG
583
Caprock Group
Idaho
$257K -$43.7K -95 -15%
DIA
584
Dean Investment Associates
Ohio
$255K -$5.52K -12 -2%
PI
585
PFG Investments
New York
$253K -$919 -2 -0.4%
BBW
586
Blue Barn Wealth
Utah
$248K +$8.28K +18 +3%
EA
587
Everpar Advisors
Oklahoma
$247K -$142K -308 -36%
Bessemer Group
588
Bessemer Group
New Jersey
$247K +$116K +253 +89%
MAG
589
M3 Advisory Group
Massachusetts
$245K +$245K +532 New
BFG
590
Bouchey Financial Group
New York
$244K +$7.36K +16 +3%
NIM
591
NEOS Investment Management
Connecticut
$244K
PA
592
Pinnacle Associates
New York
$242K +$242K +507 New
TAM
593
Tocqueville Asset Management
New York
$241K
BWM
594
Baron Wealth Management
Michigan
$240K +$4.6K +10 +2%
GT
595
Glenview Trust
Kentucky
$238K -$920 -2 -0.4%
SC
596
Savant Capital
Illinois
$237K +$237K +516 New
HI
597
Horizon Investments
North Carolina
$237K -$16.6K -36 -7%
MFAM
598
Motley Fool Asset Management
Virginia
$237K -$21.8K -48 -8%
WP
599
Woodline Partners
California
$236K -$152K -330 -39%
IF
600
Intrua Financial
Texas
$234K -$19.3K -42 -8%