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Factset

797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
BBW
601
Blue Barn Wealth
Utah
$213K +$4.9K +12 +2%
GT
602
Glenview Trust
Kentucky
$212K
BFG
603
Bouchey Financial Group
New York
$210K +$2.04K +5 +1%
SP
604
Symmetry Partners
Connecticut
$209K
BWM
605
Baron Wealth Management
Michigan
$209K
CL
606
Choreo LLC
Illinois
$208K +$208K +505 New
OC
607
Oppenheimer & Co
New York
$206K +$25.7K +63 +14%
MC
608
Middleton & Co
Massachusetts
$204K
AIA
609
Arbor Investment Advisors
North Carolina
$204K
BEC
610
Blue Edge Capital
Virginia
$204K
BRWA
611
B. Riley Wealth Advisors
Florida
$203K -$101K -247 -33%
HW
612
Hancock Whitney
Mississippi
$202K -$11.5M -28,151 -98%
TFP
613
Tilia Fiduciary Partners
North Carolina
$202K
PTC
614
Private Trust Company
Ohio
$184K +$70.2K +172 +61%
DAM
615
Delta Asset Management
Tennessee
$184K
LFG
616
Larson Financial Group
Missouri
$183K +$19.2K +47 +12%
CAM
617
Creekmur Asset Management
Illinois
$176K +$176K +430 New
ECM
618
Estabrook Capital Management
New York
$174K
FFA
619
Farther Finance Advisors
California
$170K +$90.5K +220 +114%
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$168K
PP
621
PrairieView Partners
Minnesota
$163K
IWA
622
Icon Wealth Advisors
Texas
$156K +$8.68K +21 +6%
CI Investments Inc
623
CI Investments Inc
Ontario, Canada
$153K +$408 +1 +0.3%
JWA
624
JFS Wealth Advisors
Pennsylvania
$150K -$4.9K -12 -3%
S
625
SignatureFD
Georgia
$138K -$16.7K -41 -11%