774 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
11.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
68
Increased
288
Reduced
252
Closed
58
Calls
$51.7M
Puts
$31.5M
Net Calls
+$20.1M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
601
Oppenheimer & Co
New York
$201K +$4.09K +9 +2%
ECM
602
Estabrook Capital Management
New York
$193K -$13.6K -30 -7%
HT
603
Headlands Technologies
Illinois
$188K +$188K +413 New
FMII
604
Farmers & Merchants Investments Inc
Nebraska
$187K
PP
605
PrairieView Partners
Minnesota
$182K
LFG
606
Larson Financial Group
Missouri
$182K +$101K +222 +125%
JWA
607
JFS Wealth Advisors
Pennsylvania
$173K
S
608
SignatureFD
Georgia
$172K +$1.82K +4 +1%
CI Investments Inc
609
CI Investments Inc
Ontario, Canada
$170K +$20.9K +46 +14%
IWA
610
Icon Wealth Advisors
Texas
$162K +$25.4K +56 +19%
Bessemer Group
611
Bessemer Group
New Jersey
$150K -$50.5K -111 -25%
PA
612
Parallel Advisors
California
$149K -$32.7K -72 -18%
BFEC
613
Benjamin F. Edwards & Company
Missouri
$144K -$10K -22 -7%
NIMI
614
Natixis Investment Managers International
France
$137K -$11.8K -26 -8%
RTC
615
Riverview Trust Company
Washington
$137K +$137K +301 New
MA
616
MCF Advisors
Kentucky
$129K
PS
617
Principal Securities
Iowa
$129K +$55.9K +123 +77%
PTC
618
Private Trust Company
Ohio
$127K +$98.6K +217 +344%
MG
619
Mather Group
Illinois
$116K +$116K +244 New
FHA
620
First Horizon Advisors
Tennessee
$113K -$15.9K -35 -12%
CAL
621
Capital Advisors Ltd
Ohio
$112K +$2.27K +5 +2%
PPC
622
Park Place Capital
Alabama
$111K
AA
623
Addison Advisors
Vermont
$102K
EWA
624
EverSource Wealth Advisors
Alabama
$98.8K +$2.5K +6 +3%
SIM
625
Sentry Investment Management
Wisconsin
$91K