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Factset

687 hedge funds and large institutions have $13.7B invested in Factset in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 249 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
11.88%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
64
Increased
238
Reduced
249
Closed
55
Calls
$37.4M
Puts
$34.7M
Net Calls
+$2.63M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
JFGIW
651
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K
GIA
652
GHP Investment Advisors
Colorado
$11K +$3.93K +10 +56%
AIP
653
Almanack Investment Partners
Pennsylvania
$11K +$11K +27 New
HCP
654
Hexagon Capital Partners
Arkansas
$10K -$1.25K -3 -11%
TIM
655
Tortoise Investment Management
New York
$8K
HNWAG
656
High Net Worth Advisory Group
Florida
$8K
SC
657
Schubert & Co
Texas
$8K +$2.8K +7 +54%
TWA
658
TCI Wealth Advisors
Arizona
$8K +$6.74K +16 +533%
FCA
659
FinTrust Capital Advisors
South Carolina
$7K
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$7K +$2.88K +7 +70%
IRC
661
Investors Research Corp
Georgia
$7K +$3.29K +8 +89%
First Manhattan
662
First Manhattan
New York
$5K
CFD
663
Creative Financial Designs
Indiana
$5K
Federated Hermes
664
Federated Hermes
Pennsylvania
$4K -$88.4K -199 -96%
BIA
665
Bell Investment Advisors
California
$4K
WAS
666
Winch Advisory Services
Wisconsin
$4K
LFG
667
Larson Financial Group
Missouri
$4K
EWA
668
EverSource Wealth Advisors
Alabama
$4K +$4K +10 New
RCM
669
Raleigh Capital Management
North Carolina
$4K +$4K +10 New
SWA
670
SOA Wealth Advisors
New York
$3K
VCM
671
Vigilant Capital Management
Maine
$3K
DI
672
Disciplined Investments
Oklahoma
$3K
ADL
673
Asset Dedication LLC
California
$3K +$3K +7 New
SFO
674
Standard Family Office
South Dakota
$3K +$3K +7 New
TFA
675
Toth Financial Advisory
Virginia
$3K +$3K +8 New