FDS icon

Factset

797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
T
626
TOBAM
France
$134K +$54.2K +133 +68%
PA
627
Parallel Advisors
California
$124K -$9.81K -24 -7%
EWA
628
EverSource Wealth Advisors
Alabama
$120K +$22.3K +54 +23%
PS
629
Principal Securities
Iowa
$120K +$4.08K +10 +4%
Jones Financial Companies
630
Jones Financial Companies
Missouri
$116K +$110K +268 +1,675%
Bessemer Group
631
Bessemer Group
New Jersey
$116K -$18.8K -46 -14%
MA
632
MCF Advisors
Kentucky
$116K
FHA
633
First Horizon Advisors
Tennessee
$104K +$2.86K +7 +3%
GRP
634
Global Retirement Partners
California
$100K +$31.4K +77 +46%
CAL
635
Capital Advisors Ltd
Ohio
$99K -$2.05K -5 -2%
ANBT
636
American National Bank & Trust
Texas
$97.2K +$15.9K +39 +20%
AA
637
Addison Advisors
Vermont
$91.9K
HNB
638
Huntington National Bank
Ohio
$91.9K +$13.9K +34 +18%
ATPW
639
Ashton Thomas Private Wealth
Arizona
$81.7K +$81.7K +200 New
AAP
640
Arax Advisory Partners
Colorado
$81.2K +$79.2K +194 +3,880%
NIMI
641
Natixis Investment Managers International
France
$78.4K -$44.5K -109 -36%
WC
642
Westwind Capital
New Mexico
$77K -$1.12M -29,992 -94%
Swedbank
643
Swedbank
Sweden
$75.5K
WT
644
Washington Trust
Rhode Island
$75.5K
AWM
645
Atticus Wealth Management
Florida
$74.3K
SSB
646
Sandy Spring Bank
Maryland
$73.5K
PCM
647
Penserra Capital Management
California
$73K +$408 +1 +0.6%
PPC
648
Park Place Capital
Alabama
$71.9K -$27.8K -68 -28%
CFGS
649
Concourse Financial Group Securities
Alabama
$68.6K +$817 +2 +1%
SIM
650
Sentry Investment Management
Wisconsin
$68K -$13.8K -34 -17%