768 hedge funds and large institutions have $17.1B invested in Factset in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 275 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+42
Holders Change %
+5.79%
% of All Funds
11.26%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
101
Increased
249
Reduced
275
Closed
48
Calls
$56.8M
Puts
$38.5M
Net Calls
+$18.3M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Shares
Change %
PPC
626
Park Place Capital
Alabama
$116K +$9.06K +19 +8%
Twin Tree Management
627
Twin Tree Management
Texas
$116K +$28.6K +60 +33%
CAL
628
Capital Advisors Ltd
Ohio
$115K
EDRH
629
Edmond de Rothschild Holding
Switzerland
$112K -$1.91K -4 -2%
EWA
630
EverSource Wealth Advisors
Alabama
$110K -$14.8K -31 -12%
AA
631
Addison Advisors
Vermont
$107K
PS
632
Planned Solutions
California
$105K +$105K +220 New
QCG
633
Quadrant Capital Group
Ohio
$98.3K -$1.91K -4 -2%
SIM
634
Sentry Investment Management
Wisconsin
$96K -$10.5K -22 -10%
ANBT
635
American National Bank & Trust
Texas
$94.9K +$38.6K +81 +69%
WT
636
Washington Trust
Rhode Island
$93K -$11.9K -25 -11%
Swedbank
637
Swedbank
Sweden
$88.3K
WTG
638
West Tower Group
Virginia
$87.3K +$87.3K +183 New
AWM
639
Atticus Wealth Management
Florida
$86.8K
HNB
640
Huntington National Bank
Ohio
$85.4K -$2.86K -6 -3%
LFG
641
Larson Financial Group
Missouri
$84.9K +$41K +86 +93%
FFA
642
Farther Finance Advisors
California
$84K -$477 -1 -0.6%
CFGS
643
Concourse Financial Group Securities
Alabama
$80.1K +$11.9K +25 +17%
Citadel Advisors
644
Citadel Advisors
Florida
$79.7K -$4.6M -9,636 -98%
PS
645
Principal Securities
Iowa
$76.3K +$76.3K +160 New
CTC
646
Central Trust Company
Missouri
$73.9K +$13.8K +29 +23%
BBHC
647
Brown Brothers Harriman & Co
New York
$73K
CYG
648
Clean Yield Group
Vermont
$71.6K
Federated Hermes
649
Federated Hermes
Pennsylvania
$69.6K +$69.6K +146 New
BGAI
650
Bruce G. Allen Investments
Colorado
$69.2K +$69.2K +145 New