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Factset

686 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 233 increasing their positions, 243 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-14
Holders Change %
-2%
% of All Funds
11.6%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
75
Increased
233
Reduced
243
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
651
Tortoise Investment Management
New York
$8K
HNWAG
652
High Net Worth Advisory Group
Florida
$8K
BC
653
Bartlett & Co
Ohio
$8K +$8K +20 New
BCWM
654
Bartlett & Co Wealth Management
Ohio
$7.69K +$7.69K +20 New
FCA
655
FinTrust Capital Advisors
South Carolina
$7K
FMTCOCP
656
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
GWM
657
Geneos Wealth Management
Colorado
$7K
GIA
658
GHP Investment Advisors
Colorado
$7K +$7K +18 New
LC
659
Lindbrook Capital
California
$5K -$357 -1 -7%
CFD
660
Creative Financial Designs
Indiana
$5K
SC
661
Schubert & Co
Texas
$5K +$2.31K +6 +86%
WAS
662
Winch Advisory Services
Wisconsin
$4K
First Manhattan
663
First Manhattan
New York
$4K
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.2K +8 +400%
GKIM
665
GW&K Investment Management
Massachusetts
$4K +$2.91K +8 +267%
LFG
666
Larson Financial Group
Missouri
$4K +$4K +10 New
DI
667
Disciplined Investments
Oklahoma
$3K
SWA
668
SOA Wealth Advisors
New York
$3K
VCM
669
Vigilant Capital Management
Maine
$3K
EI
670
Ellevest Inc
New York
$3K +$3K +8 New
CI
671
CX Institutional
Indiana
$3K +$3K +8 New
IRC
672
Investors Research Corp
Georgia
$3K +$3K +9 New
BIA
673
Bell Investment Advisors
California
$3K +$3K +9 New
TCOV
674
Trust Company of Vermont
Vermont
$3K +$3K +9 New
FPS
675
Fieldpoint Private Securities
Connecticut
$2K -$20K -50 -91%