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Factset

726 hedge funds and large institutions have $15.1B invested in Factset in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 252 increasing their positions, 247 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.58%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
60
Increased
252
Reduced
247
Closed
60
Calls
$94.2M
Puts
$97.9M
Net Calls
-$3.67M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
626
Baldwin Wealth Partners
Massachusetts
$37.2K
IA
627
IFP Advisors
Florida
$36.7K +$15.3K +35 +71%
EBA
628
Eagle Bay Advisors
New York
$35.9K
BWL
629
Bogart Wealth LLC
Virginia
$35.4K
TSWM
630
Tyler-Stone Wealth Management
Ohio
$35K
DIP
631
DT Investment Partners
Pennsylvania
$35K
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$34.5K +$5.68K +13 +20%
CSPIA
633
Cary Street Partners Investment Advisory
Virginia
$34.1K
BTI
634
Blue Trust Inc
Georgia
$34K +$5.2K +13 +18%
HFM
635
Hartford Financial Management
Connecticut
$32.8K
M
636
MOTCO
Texas
$30.6K
QC
637
Quent Capital
New York
$29K
GWS
638
Glassman Wealth Services
Virginia
$28.4K
OAJ
639
Ogorek Anthony Joseph
New York
$28K
PTC
640
Private Trust Company
Ohio
$28K -$8.75K -20 -24%
MHR
641
Matthew Hamilton Rosenberg
$27.8K
CWM
642
CarsonAllaria Wealth Management
Illinois
$26.4K
AF
643
Arrow Financial
New York
$26.2K
ST
644
Smithfield Trust
Pennsylvania
$26K
LFA
645
LGT Financial Advisors
Texas
$24.9K +$24.9K +57 New
C
646
Covestor
United Kingdom
$24K -$3.93K -9 -14%
VNA
647
Valley National Advisers
Pennsylvania
$23K
JWM
648
Janiczek Wealth Management
Colorado
$22.7K
TWC
649
TD Waterhouse Canada
Ontario, Canada
$22.7K
DGAM
650
Desjardins Global Asset Management
Quebec, Canada
$21.4K -$90.5K -207 -81%