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Factset

737 hedge funds and large institutions have $13.4B invested in Factset in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 231 increasing their positions, 267 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
11.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
109
Increased
231
Reduced
267
Closed
48
Calls
$78.9M
Puts
$86.8M
Net Calls
-$7.86M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
601
Quadrant Capital Group
Ohio
$88.3K -$32.1K -80 -27%
PA
602
Parallel Advisors
California
$87.2K -$8.44K -21 -9%
FFA
603
Farther Finance Advisors
California
$86.7K +$86.7K +216 New
HNB
604
Huntington National Bank
Ohio
$83.9K -$2.41K -6 -3%
PCM
605
Penserra Capital Management
California
$78K +$6.34K +16 +9%
Swedbank
606
Swedbank
Sweden
$74.2K
AWM
607
Atticus Wealth Management
Florida
$73K
KFI
608
Key Financial Inc
Pennsylvania
$68K
Federated Hermes
609
Federated Hermes
Pennsylvania
$67.8K +$64.2K +160 +1,778%
BBHC
610
Brown Brothers Harriman & Co
New York
$66.2K
CYG
611
Clean Yield Group
Vermont
$60.2K
SSB
612
Sandy Spring Bank
Maryland
$49.8K
GIA
613
Goodwin Investment Advisory
Georgia
$47.3K
Credit Agricole
614
Credit Agricole
France
$46.5K
CCA
615
Column Capital Advisors
Indiana
$46.5K
EI
616
Ellevest Inc
New York
$46.5K +$2.41K +6 +5%
CSPIA
617
Cary Street Partners Investment Advisory
Virginia
$46.1K +$46.1K +115 New
FRA
618
Front Row Advisors
California
$45K
OWA
619
One Wealth Advisors
California
$44.5K +$44.5K +111 New
ST
620
Smithfield Trust
Pennsylvania
$43K -$12.3K -30 -22%
FAM
621
Fred Alger Management
New York
$42.9K -$4.01K -10 -9%
AF
622
Allworth Financial
California
$41.3K -$802 -2 -2%
CFO
623
CVA Family Office
Colorado
$41.3K
CWM
624
Compass Wealth Management
Connecticut
$41.3K +$41.3K +103 New
GWS
625
Glassman Wealth Services
Virginia
$40.9K +$401 +1 +1%