820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
A
626
AlphaQuest
New York
$206K +$175K +381 +560%
CPW
627
Crestmont Private Wealth
Texas
$204K +$204K +444 New
GA
628
Geller Advisors
New York
$204K +$204K +443 New
CCWM
629
Cassaday & Co Wealth Management
Virginia
$203K +$203K +442 New
SSW
630
Smith Shellnut Wilson
Mississippi
$203K +$203K +442 New
SFI
631
Siemens Fonds Invest
Germany
$202K
ILI
632
Invesco LLC (Illinois)
Illinois
$202K +$202K +439 New
TAM
633
Trust Asset Management
Texas
$202K +$202K +439 New
CA
634
Claro Advisors
Massachusetts
$202K +$202K +439 New
ECM
635
Estabrook Capital Management
New York
$195K
FMII
636
Farmers & Merchants Investments Inc
Nebraska
$189K
CI Investments Inc
637
CI Investments Inc
Ontario, Canada
$188K +$15.2K +33 +9%
PP
638
PrairieView Partners
Minnesota
$183K
IWA
639
Icon Wealth Advisors
Texas
$175K +$1.38K +3 +0.8%
JWA
640
JFS Wealth Advisors
Pennsylvania
$170K +$460 +1 +0.3%
PS
641
Principal Securities
Iowa
$155K +$20.7K +45 +15%
LS
642
Livforsakringsbolaget Skandia
Sweden
$155K +$138K +300 +811%
S
643
SignatureFD
Georgia
$138K -$17K -37 -11%
EWA
644
EverSource Wealth Advisors
Alabama
$137K +$3.22K +7 +2%
HNB
645
Huntington National Bank
Ohio
$134K +$30.4K +66 +29%
T
646
TOBAM
France
$124K -$27.7K -60 -18%
PTC
647
Private Trust Company
Ohio
$124K -$84.2K -183 -40%
PA
648
Parallel Advisors
California
$122K -$18K -39 -13%
MA
649
MCF Advisors
Kentucky
$121K -$9.2K -20 -7%
MG
650
Mather Group
Illinois
$121K -$137K -298 -53%