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691 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $29.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 77

4% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 244

1.19% less ownership

Funds ownership: 90.66%89.47% (-1.2%)

2% less funds holding

Funds holding: 704691 (-13)

12% less capital invested

Capital invested by funds: $14.8B → $12.9B (-$1.82B)

Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
235
Reduced
244
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
626
Ogorek Anthony Joseph
New York
$24K
JWA
627
JFS Wealth Advisors
Pennsylvania
$23K -$3.13K -8 -12%
AF
628
Arrow Financial
New York
$23K
Baillie Gifford & Co
629
Baillie Gifford & Co
United Kingdom
$23K
AF
630
Advisornet Financial
Minnesota
$22K +$391 +1 +2%
CFGS
631
Concourse Financial Group Securities
Alabama
$22K +$10.6K +27 +90%
VNA
632
Valley National Advisers
Pennsylvania
$21K +$18.4K +47 +783%
TWC
633
TD Waterhouse Canada
Ontario, Canada
$20.5K
CIBC Private Wealth Group
634
CIBC Private Wealth Group
Georgia
$20K -$186K -474 -90%
CDIA
635
Capital Directions Investment Advisors
Georgia
$19K
DWA
636
Delos Wealth Advisors
Texas
$19K
SIC
637
Salem Investment Counselors
North Carolina
$18K
Bank of Montreal
638
Bank of Montreal
Ontario, Canada
$16.3K +$726K +1,854 +5%
NL
639
NVWM LLC
Pennsylvania
$16K +$16.4K +42 New
CA
640
Clearstead Advisors
Ohio
$15K
MA
641
MCF Advisors
Kentucky
$15K
PCG
642
Private Capital Group
Connecticut
$15K
CTC
643
Central Trust Company
Missouri
$15K +$15.7K +40 New
MCM
644
MV Capital Management
Maryland
$14K +$5.09K +13 +54%
MCM
645
Manchester Capital Management
Vermont
$13K
DSC
646
Duncker Streett & Co
Missouri
$12K
CMBA
647
C.M. Bidwell & Associates
Hawaii
$11K
PSB
648
Piscataqua Savings Bank
New Hampshire
$11K
RG
649
Retirement Group
California
$11K
WBC
650
West Branch Capital
Massachusetts
$11K