774 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
11.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
68
Increased
288
Reduced
252
Closed
58
Calls
$51.7M
Puts
$31.5M
Net Calls
+$20.1M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
ANBT
626
American National Bank & Trust
Texas
$90.4K
T
627
TOBAM
France
$89K -$77.2K -170 -46%
HNB
628
Huntington National Bank
Ohio
$86.8K +$5.45K +12 +7%
FFA
629
Farther Finance Advisors
California
$85.5K +$7.53K +17 +10%
WT
630
Washington Trust
Rhode Island
$84.1K -$4.54K -10 -5%
Swedbank
631
Swedbank
Sweden
$84.1K
AWM
632
Atticus Wealth Management
Florida
$82.7K
SSB
633
Sandy Spring Bank
Maryland
$81.8K +$20K +44 +32%
PCM
634
Penserra Capital Management
California
$80K -$75.1K -167 -48%
QCG
635
Quadrant Capital Group
Ohio
$79.1K -$14.5K -32 -16%
GRP
636
Global Retirement Partners
California
$76.3K +$12.3K +27 +19%
CFGS
637
Concourse Financial Group Securities
Alabama
$75.4K -$909 -2 -1%
EDRH
638
Edmond de Rothschild Holding
Switzerland
$73.2K -$33.6K -74 -31%
TFA
639
Transamerica Financial Advisors
Florida
$72K -$261K -569 -78%
SC
640
SouthState Corp
Florida
$70.9K +$70.9K +156 New
BBHC
641
Brown Brothers Harriman & Co
New York
$69.5K
BGAI
642
Bruce G. Allen Investments
Colorado
$69.5K +$3.64K +8 +6%
CYG
643
Clean Yield Group
Vermont
$68.2K
HNB
644
Hilltop National Bank
Wyoming
$68.2K +$68.2K +150 New
AF
645
Allworth Financial
California
$64.5K +$9.54K +21 +17%
LAM
646
Lummis Asset Management
Texas
$63.6K
CTC
647
Central Trust Company
Missouri
$57.7K -$12.7K -28 -18%
TC
648
Trust Company
Kansas
$49.1K +$49.1K +108 New
TPCW
649
TD Private Client Wealth
New York
$48.2K
FRA
650
Front Row Advisors
California
$48.2K +$48.2K +106 New