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Factset

687 hedge funds and large institutions have $13.7B invested in Factset in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 249 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
11.88%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
64
Increased
238
Reduced
249
Closed
55
Calls
$37.4M
Puts
$34.7M
Net Calls
+$2.63M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
OAJ
626
Ogorek Anthony Joseph
New York
$26K
QC
627
Quent Capital
New York
$26K
ANBT
628
American National Bank & Trust
Texas
$26K +$26K +66 New
MHR
629
Matthew Hamilton Rosenberg
$25K
Baillie Gifford & Co
630
Baillie Gifford & Co
United Kingdom
$24K
AF
631
Arrow Financial
New York
$24K
AF
632
Advisornet Financial
Minnesota
$24K +$1.97K +5 +9%
CA
633
Clearstead Advisors
Ohio
$24K +$8.4K +21 +54%
CFGS
634
Concourse Financial Group Securities
Alabama
$23K
VNA
635
Valley National Advisers
Pennsylvania
$22K
TWC
636
TD Waterhouse Canada
Ontario, Canada
$21.2K
DWA
637
Delos Wealth Advisors
Texas
$20K
SIC
638
Salem Investment Counselors
North Carolina
$18K
NL
639
NVWM LLC
Pennsylvania
$18K +$818 +2 +5%
MCM
640
MV Capital Management
Maryland
$17K +$2.02K +5 +14%
Bank of Montreal
641
Bank of Montreal
Ontario, Canada
$15.1K -$1.62K -4,021 -10%
C
642
Covestor
United Kingdom
$15K -$105K -260 -88%
LC
643
Lindbrook Capital
California
$15K +$9.47K +24 +171%
MCM
644
Manchester Capital Management
Vermont
$14K
HIM
645
Hillsdale Investment Management
Ontario, Canada
$12K -$580K -1,450 -98%
DSC
646
Duncker Streett & Co
Missouri
$12K
PSB
647
Piscataqua Savings Bank
New Hampshire
$12K
CMBA
648
C.M. Bidwell & Associates
Hawaii
$12K
PFBT
649
Parkside Financial Bank & Trust
Missouri
$12K +$857 +2 +8%
JFGIW
650
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K