768 hedge funds and large institutions have $17.1B invested in Factset in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 275 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+42
Holders Change %
+5.79%
% of All Funds
11.26%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
101
Increased
249
Reduced
275
Closed
48
Calls
$56.8M
Puts
$38.5M
Net Calls
+$18.3M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
601
LCNB Corp
Ohio
$206K +$206K +431 New
Lido Advisors
602
Lido Advisors
California
$205K +$205K +429 New
BCA
603
Bay Colony Advisors
Massachusetts
$205K +$205K +429 New
A
604
AlphaQuest
New York
$205K +$205K +429 New
EF
605
Empowered Funds
Pennsylvania
$202K +$202K +424 New
SFI
606
Siemens Fonds Invest
Germany
$202K +$202K +424 New
HWM
607
HB Wealth Management
Georgia
$202K -$34.8K -73 -15%
PA
608
PFW Advisors
Georgia
$201K +$201K +422 New
BPA
609
Beacon Pointe Advisors
California
$200K -$36.3K -76 -15%
FMII
610
Farmers & Merchants Investments Inc
Nebraska
$196K
PP
611
PrairieView Partners
Minnesota
$191K
PA
612
Parallel Advisors
California
$190K +$38.2K +80 +25%
AFS
613
Annapolis Financial Services
Maryland
$187K +$58.2K +122 +45%
JWA
614
JFS Wealth Advisors
Pennsylvania
$181K -$11K -23 -6%
S
615
SignatureFD
Georgia
$179K +$11K +23 +7%
T
616
TOBAM
France
$175K +$96.1K +201 +122%
KI
617
Kapitalo Investimentos
Brazil
$167K +$41K +86 +33%
PCM
618
Penserra Capital Management
California
$163K -$32.1K -68 -16%
BFEC
619
Benjamin F. Edwards & Company
Missouri
$161K +$6.67K +14 +4%
CI Investments Inc
620
CI Investments Inc
Ontario, Canada
$156K +$15.2K +32 +11%
NIMI
621
Natixis Investment Managers International
France
$156K
IWA
622
Icon Wealth Advisors
Texas
$144K +$144K +301 New
BTI
623
Blue Trust Inc
Georgia
$136K +$98.8K +226 +266%
MA
624
MCF Advisors
Kentucky
$135K +$9.54K +20 +8%
FHA
625
First Horizon Advisors
Tennessee
$135K -$4.29K -9 -3%