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691 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $29.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 77

4% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 244

1.19% less ownership

Funds ownership: 90.66%89.47% (-1.2%)

2% less funds holding

Funds holding: 704691 (-13)

12% less capital invested

Capital invested by funds: $14.8B → $12.9B (-$1.82B)

Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
235
Reduced
244
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
CoreCap Advisors
Michigan
$42K +$42.7K +109 New
GWS
602
Glassman Wealth Services
Virginia
$40K -$1.17K -3 -3%
CFO
603
CVA Family Office
Colorado
$40K
CT
604
Cambridge Trust
Massachusetts
$38K -$2.35K -6 -6%
FCT
605
First Community Trust
Iowa
$38K
VVP
606
Venture Visionary Partners
Ohio
$37.3K +$38K +97 New
AF
607
Allworth Financial
California
$37K +$6.26K +16 +20%
TPCW
608
TD Private Client Wealth
New York
$35.8K +$7.83K +20 +27%
BWL
609
Bogart Wealth LLC
Virginia
$35K
PTC
610
Private Trust Company
Ohio
$35K +$35.2K +90 New
ARMC
611
American Research & Management Company
Massachusetts
$33K -$5.87K -15 -15%
EBA
612
Eagle Bay Advisors
New York
$32.3K +$32.9K +84 New
JWM
613
Janiczek Wealth Management
Colorado
$31K -$1.96K -5 -6%
TSWM
614
Tyler-Stone Wealth Management
Ohio
$31K
CWM
615
Castle Wealth Management
Florida
$31K +$31.3K +80 New
MCC
616
Money Concepts Capital
Florida
$30K -$78.3K -200 -72%
RE
617
RBC Europe
United Kingdom
$30K
SSG
618
Summit Securities Group
New York
$30K +$24.3K +62 +413%
HFM
619
Hartford Financial Management
Connecticut
$29K
OPW
620
Oxler Private Wealth
New York
$27.4K +$27.8K +71 New
LSA
621
Leonteq Securities AG
Switzerland
$26.9K +$12.9K +33 +89%
M
622
MOTCO
Texas
$26K
QC
623
Quent Capital
New York
$25K -$7.04K -18 -21%
GRP
624
Global Retirement Partners
California
$25K -$2.35K -6 -8%
MHR
625
Matthew Hamilton Rosenberg
$25K +$391 +1 +2%