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Factset

687 hedge funds and large institutions have $13.7B invested in Factset in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 249 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
11.88%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
64
Increased
238
Reduced
249
Closed
55
Calls
$37.4M
Puts
$34.7M
Net Calls
+$2.63M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
CFB
601
Cullen/Frost Bankers
Texas
$44K +$42.4K +106 +2,650%
SSG
602
Summit Securities Group
New York
$43K +$12.1K +30 +39%
AF
603
Allworth Financial
California
$42K +$4K +10 +11%
CFO
604
CVA Family Office
Colorado
$41K
GWS
605
Glassman Wealth Services
Virginia
$40K -$1.19K -3 -3%
FCT
606
First Community Trust
Iowa
$40K
JWM
607
Janiczek Wealth Management
Colorado
$40K +$10.6K +26 +36%
AA
608
Alta Advisers
United Kingdom
$40K +$40K +100 New
PFP
609
Pinnacle Financial Partners
Tennessee
$40K +$40K +100 New
CT
610
Cambridge Trust
Massachusetts
$39K
TPCW
611
TD Private Client Wealth
New York
$37.2K
PTC
612
Private Trust Company
Ohio
$36K
ARMC
613
American Research & Management Company
Massachusetts
$34K
EBA
614
Eagle Bay Advisors
New York
$33K -$805 -2 -2%
BWL
615
Bogart Wealth LLC
Virginia
$32K -$4.35K -11 -12%
TSWM
616
Tyler-Stone Wealth Management
Ohio
$32K
CWM
617
Castle Wealth Management
Florida
$32K
DIP
618
DT Investment Partners
Pennsylvania
$32K +$32K +80 New
Pacer Advisors
619
Pacer Advisors
Pennsylvania
$31K -$8.4M -21,130 -100%
GRP
620
Global Retirement Partners
California
$31K +$2.58K +6 +9%
MCC
621
Money Concepts Capital
Florida
$30K
HFM
622
Hartford Financial Management
Connecticut
$30K
JWA
623
JFS Wealth Advisors
Pennsylvania
$29K +$4.77K +12 +20%
OPW
624
Oxler Private Wealth
New York
$28.5K
M
625
MOTCO
Texas
$27K