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Factset

686 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-14
Holders Change %
-2%
% of All Funds
11.6%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
75
Increased
233
Reduced
243
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FCT
601
First Community Trust
Iowa
$38K
VVP
602
Venture Visionary Partners
Ohio
$37.3K +$37.3K +97 New
AF
603
Allworth Financial
California
$37K +$6.23K +16 +20%
TPCW
604
TD Private Client Wealth
New York
$35.8K +$7.69K +20 +27%
BWL
605
Bogart Wealth LLC
Virginia
$35K
PTC
606
Private Trust Company
Ohio
$35K +$35K +90 New
ARMC
607
American Research & Management Company
Massachusetts
$33K -$5.82K -15 -15%
EBA
608
Eagle Bay Advisors
New York
$32.3K +$32.3K +84 New
JWM
609
Janiczek Wealth Management
Colorado
$31K -$2.15K -5 -6%
TSWM
610
Tyler-Stone Wealth Management
Ohio
$31K
CWM
611
Castle Wealth Management
Florida
$31K +$31K +80 New
MCC
612
Money Concepts Capital
Florida
$30K -$78.9K -200 -72%
RE
613
RBC Europe
United Kingdom
$30K
SSG
614
Summit Securities Group
New York
$30K +$24.2K +62 +413%
HFM
615
Hartford Financial Management
Connecticut
$29K
OPW
616
Oxler Private Wealth
New York
$27.4K +$27.4K +71 New
M
617
MOTCO
Texas
$26K
QC
618
Quent Capital
New York
$25K -$6.82K -18 -21%
GRP
619
Global Retirement Partners
California
$25K -$2.27K -6 -8%
MHR
620
Matthew Hamilton Rosenberg
$25K +$391 +1 +2%
OAJ
621
Ogorek Anthony Joseph
New York
$24K
JWA
622
JFS Wealth Advisors
Pennsylvania
$23K -$3.02K -8 -12%
AF
623
Arrow Financial
New York
$23K
Baillie Gifford & Co
624
Baillie Gifford & Co
United Kingdom
$23K
AF
625
Advisornet Financial
Minnesota
$22K +$393 +1 +2%