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Factset

731 hedge funds and large institutions have $13.7B invested in Factset in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
11.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
247
Reduced
257
Closed
59
Calls
$31.2M
Puts
$41.7M
Net Calls
-$10.6M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
601
Atticus Wealth Management
Florida
$72.9K
FBC
602
Fairfield, Bush & Co
Connecticut
$68.1K +$68.1K +170 New
QCG
603
Quadrant Capital Group
Ohio
$66.1K -$26K -65 -28%
BBHC
604
Brown Brothers Harriman & Co
New York
$66.1K
CYG
605
Clean Yield Group
Vermont
$60.1K
WTG
606
West Tower Group
Virginia
$57.7K +$57.7K +144 New
CFGS
607
Concourse Financial Group Securities
Alabama
$56.1K +$42.1K +105 +300%
VC
608
Vestor Capital
Illinois
$52K +$52K +130 New
SSB
609
Sandy Spring Bank
Maryland
$49.7K
PI
610
PineBridge Investments
New York
$47.7K +$401 +1 +0.8%
CTC
611
Central Trust Company
Missouri
$46.5K -$28K -70 -38%
Credit Agricole
612
Credit Agricole
France
$46.5K
CCA
613
Column Capital Advisors
Indiana
$46.5K
FRA
614
Front Row Advisors
California
$44K
ETC
615
Exchange Traded Concepts
Oklahoma
$42.9K +$42.9K +107 New
TPCW
616
TD Private Client Wealth
New York
$42.5K
CWM
617
Compass Wealth Management
Connecticut
$41.3K
CFO
618
CVA Family Office
Colorado
$41.3K
AF
619
Allworth Financial
California
$40.1K -$2K -5 -5%
PFP
620
Pinnacle Financial Partners
Tennessee
$40.1K
AA
621
Alta Advisers
United Kingdom
$40.1K
FCT
622
First Community Trust
Iowa
$40.1K
BF
623
BOK Financial
Oklahoma
$37.7K -$37.3K -93 -50%
WTA
624
Washington Trust Advisors
Massachusetts
$36.9K
DIP
625
DT Investment Partners
Pennsylvania
$34.7K