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Factset

731 hedge funds and large institutions have $13.7B invested in Factset in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
11.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
247
Reduced
257
Closed
59
Calls
$31.2M
Puts
$41.7M
Net Calls
-$10.6M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
626
Baldwin Wealth Partners
Massachusetts
$34.1K
PTC
627
Private Trust Company
Ohio
$33.7K -$401 -1 -1%
EBA
628
Eagle Bay Advisors
New York
$32.9K
BWL
629
Bogart Wealth LLC
Virginia
$32.5K
GRP
630
Global Retirement Partners
California
$32.1K +$401 +1 +1%
TSWM
631
Tyler-Stone Wealth Management
Ohio
$32K +$32K +81 New
KI
632
Kapitalo Investimentos
Brazil
$31.7K +$31.7K +79 New
CSPIA
633
Cary Street Partners Investment Advisory
Virginia
$31.3K -$10.4K -26 -25%
FCAG
634
First Capital Advisors Group
New Jersey
$30.4K +$30.4K +76 New
HFM
635
Hartford Financial Management
Connecticut
$30K
BTI
636
Blue Trust Inc
Georgia
$30K -$27.9K -67 -48%
M
637
MOTCO
Texas
$28K +$1.2K +3 +4%
QC
638
Quent Capital
New York
$26.6K
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$26.4K +$4.81K +12 +22%
GWS
640
Glassman Wealth Services
Virginia
$26K -$14K -35 -35%
OAJ
641
Ogorek Anthony Joseph
New York
$26K
C
642
Covestor
United Kingdom
$26K +$11.8K +29 +83%
MHR
643
Matthew Hamilton Rosenberg
$25.5K
ST
644
Smithfield Trust
Pennsylvania
$25K
AF
645
Advisornet Financial
Minnesota
$24.4K -$1.2K -3 -5%
CWM
646
CarsonAllaria Wealth Management
Illinois
$24.1K
AF
647
Arrow Financial
New York
$24K
SIS
648
Strategic Investment Solutions
Illinois
$22.6K
VNA
649
Valley National Advisers
Pennsylvania
$22K
JWA
650
JFS Wealth Advisors
Pennsylvania
$21.2K -$401 -1 -2%