715 hedge funds and large institutions have $14B invested in Factset in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 291 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
-22
Holders Change %
-2.99%
% of All Funds
11.44%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
54
Increased
223
Reduced
291
Closed
66
Calls
$31.1M
Puts
$47.3M
Net Calls
-$16.1M
Net Calls Change
-$8.27M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
626
Advisornet Financial
Minnesota
$26.6K -$1.66K -4 -6%
MHR
627
Matthew Hamilton Rosenberg
$26.4K
RCM
628
Raleigh Capital Management
North Carolina
$26.2K +$9.99K +24 +62%
OAJ
629
Ogorek Anthony Joseph
New York
$26K
ST
630
Smithfield Trust
Pennsylvania
$25K -$17.3K -43 -41%
CWM
631
CarsonAllaria Wealth Management
Illinois
$25K
AF
632
Arrow Financial
New York
$24.9K
QL
633
Quarry LP
New York
$24.1K +$8.72K +21 +57%
SIS
634
Strategic Investment Solutions
Illinois
$24.1K +$24.1K +58 New
JWA
635
JFS Wealth Advisors
Pennsylvania
$22.4K -$8.72K -21 -28%
MPWT
636
MassMutual Private Wealth & Trust
Connecticut
$22.4K +$9.96K +24 +80%
VNA
637
Valley National Advisers
Pennsylvania
$22K
TWC
638
TD Waterhouse Canada
Ontario, Canada
$21.6K
DWA
639
Delos Wealth Advisors
Texas
$20.3K
NL
640
NVWM LLC
Pennsylvania
$20.3K +$2.08K +5 +11%
FAM
641
Fred Alger Management
New York
$19.9K -$24.5K -59 -55%
TIM
642
Thompson Investment Management
Wisconsin
$19.9K +$19.9K +48 New
SIC
643
Salem Investment Counselors
North Carolina
$19.1K
CA
644
Clearstead Advisors
Ohio
$18.7K -$6.23K -15 -25%
MCM
645
MV Capital Management
Maryland
$18.7K
ANBT
646
American National Bank & Trust
Texas
$18.3K
TWP
647
TFO Wealth Partners
Ohio
$17.8K -$15.4K -37 -46%
LS
648
Livforsakringsbolaget Skandia
Sweden
$15.3K
C
649
Covestor
United Kingdom
$15K -$429 -1 -3%
CA
650
Centerpoint Advisors
Massachusetts
$15K