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Factset

737 hedge funds and large institutions have $13.4B invested in Factset in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 231 increasing their positions, 267 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
11.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
109
Increased
231
Reduced
267
Closed
48
Calls
$78.9M
Puts
$86.8M
Net Calls
-$7.86M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
626
Pinnacle Financial Partners
Tennessee
$40.1K
AA
627
Alta Advisers
United Kingdom
$40K
FCT
628
First Community Trust
Iowa
$40K
CT
629
Cambridge Trust
Massachusetts
$39K
TPCW
630
TD Private Client Wealth
New York
$38.5K +$1.2K +3 +3%
WTA
631
Washington Trust Advisors
Massachusetts
$36.9K -$62.6K -156 -63%
PTC
632
Private Trust Company
Ohio
$36K -$404 -1 -1%
Pacer Advisors
633
Pacer Advisors
Pennsylvania
$35.3K +$4.01K +10 +13%
CA
634
CoreCap Advisors
Michigan
$34.2K +$34.2K +85 New
BWP
635
Baldwin Wealth Partners
Massachusetts
$34.1K +$34.1K +85 New
EBA
636
Eagle Bay Advisors
New York
$32.9K
BWL
637
Bogart Wealth LLC
Virginia
$32.5K
DIP
638
DT Investment Partners
Pennsylvania
$32.1K
TSWM
639
Tyler-Stone Wealth Management
Ohio
$32K
GRP
640
Global Retirement Partners
California
$30.9K +$2.01K +5 +7%
AS
641
Altshuler Shaham
Israel
$30.5K -$28.5K -71 -48%
HFM
642
Hartford Financial Management
Connecticut
$30.1K
JWA
643
JFS Wealth Advisors
Pennsylvania
$30.1K +$802 +2 +3%
JWM
644
Janiczek Wealth Management
Colorado
$29.8K -$10.8K -26 -27%
Baillie Gifford & Co
645
Baillie Gifford & Co
United Kingdom
$28.9K +$4.41K +11 +18%
AF
646
Advisornet Financial
Minnesota
$27.3K +$2.81K +7 +11%
AWM
647
Accurate Wealth Management
Florida
$27K +$27K +66 New
M
648
MOTCO
Texas
$26.9K
QC
649
Quent Capital
New York
$26.5K
OAJ
650
Ogorek Anthony Joseph
New York
$26K