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691 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $29.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 77

4% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 244

1.19% less ownership

Funds ownership: 90.66%89.47% (-1.2%)

2% less funds holding

Funds holding: 704691 (-13)

12% less capital invested

Capital invested by funds: $14.8B → $12.9B (-$1.82B)

Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
235
Reduced
244
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
651
Cordasco Financial Network
Florida
$10K
HCP
652
Hexagon Capital Partners
Arkansas
$10K
JFGIW
653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K
PFBT
654
Parkside Financial Bank & Trust
Missouri
$10K +$7.44K +19 +271%
HS
655
Horan Securities
United States
$9K +$6.26K +16 +267%
HNWAG
656
High Net Worth Advisory Group
Florida
$8K
TIM
657
Tortoise Investment Management
New York
$8K
BC
658
Bartlett & Co
Ohio
$8K +$7.83K +20 New
BCWM
659
Bartlett & Co Wealth Management
Ohio
$7.69K +$7.83K +20 New
FMTCOCP
660
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
FCA
661
FinTrust Capital Advisors
South Carolina
$7K
GWM
662
Geneos Wealth Management
Colorado
$7K
GIA
663
GHP Investment Advisors
Colorado
$7K +$7.04K +18 New
LC
664
Lindbrook Capital
California
$5K -$391 -1 -7%
CFD
665
Creative Financial Designs
Indiana
$5K
SC
666
Schubert & Co
Texas
$5K +$2.35K +6 +86%
First Manhattan
667
First Manhattan
New York
$4K
WAS
668
Winch Advisory Services
Wisconsin
$4K
GKIM
669
GW&K Investment Management
Massachusetts
$4K +$3.13K +8 +267%
MPWT
670
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.13K +8 +400%
LFG
671
Larson Financial Group
Missouri
$4K +$3.91K +10 New
DI
672
Disciplined Investments
Oklahoma
$3K
SWA
673
SOA Wealth Advisors
New York
$3K
VCM
674
Vigilant Capital Management
Maine
$3K
CI
675
CX Institutional
Indiana
$3K +$3.13K +8 New