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Factset

700 hedge funds and large institutions have $14.8B invested in Factset in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 246 increasing their positions, 238 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+11
Holders Change %
+1.6%
% of All Funds
11.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
246
Reduced
238
Closed
65
Calls
$58.2M
Puts
$94.4M
Net Calls
-$36.2M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
626
First Horizon Advisors
Tennessee
$28K -$79.2K -181 -74%
MHR
627
Matthew Hamilton Rosenberg
$28K -$444 -1 -2%
OAJ
628
Ogorek Anthony Joseph
New York
$28K
GRP
629
Global Retirement Partners
California
$27K +$27K +72 New
AF
630
Arrow Financial
New York
$26K
Baillie Gifford & Co
631
Baillie Gifford & Co
United Kingdom
$26K
ST
632
Smithfield Trust
Pennsylvania
$26K
FPS
633
Fieldpoint Private Securities
Connecticut
$24K -$4.36K -10 -15%
AF
634
Advisornet Financial
Minnesota
$24K
DHGWA
635
Dixon Hughes Goodman Wealth Advisors
North Carolina
$23K
TWC
636
TD Waterhouse Canada
Ontario, Canada
$22.3K
CDIA
637
Capital Directions Investment Advisors
Georgia
$22K +$22K +50 New
DWA
638
Delos Wealth Advisors
Texas
$21K
SIC
639
Salem Investment Counselors
North Carolina
$20K -$5.22K -12 -21%
PCG
640
Private Capital Group
Connecticut
$17K -$11.6K -26 -41%
CA
641
Clearstead Advisors
Ohio
$17K
MA
642
MCF Advisors
Kentucky
$17K +$17K +39 New
LAS
643
Lloyd Advisory Services
Georgia
$16K +$16K +37 New
Koshinski Asset Management
644
Koshinski Asset Management
Illinois
$15.6K
MCM
645
Manchester Capital Management
Vermont
$15K
DSC
646
Duncker Streett & Co
Missouri
$13K
PSB
647
Piscataqua Savings Bank
New Hampshire
$13K
CMBA
648
C.M. Bidwell & Associates
Hawaii
$13K
CFGS
649
Concourse Financial Group Securities
Alabama
$13K +$867 +2 +7%
RG
650
Retirement Group
California
$13K +$2.69K +6 +26%