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Factset

737 hedge funds and large institutions have $13.4B invested in Factset in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 231 increasing their positions, 267 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
11.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
109
Increased
231
Reduced
267
Closed
48
Calls
$78.9M
Puts
$86.8M
Net Calls
-$7.86M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
651
Matthew Hamilton Rosenberg
$25.5K
SIC
652
SJS Investment Consulting
Ohio
$24.9K -$27.7K -69 -53%
CFGS
653
Concourse Financial Group Securities
Alabama
$24.5K +$1.61K +4 +7%
CA
654
Clearstead Advisors
Ohio
$24.1K
AF
655
Arrow Financial
New York
$24K
CWM
656
CarsonAllaria Wealth Management
Illinois
$24K +$24K +60 New
DFCM
657
Dark Forest Capital Management
Puerto Rico
$22.1K +$22.1K +55 New
RFA
658
Resurgent Financial Advisors
Georgia
$22.1K +$22.1K +55 New
TWC
659
TD Waterhouse Canada
Ontario, Canada
$21.1K
VNA
660
Valley National Advisers
Pennsylvania
$21K
ETC
661
Exchange Traded Concepts
Oklahoma
$20.9K +$20.9K +52 New
CDIA
662
Capital Directions Investment Advisors
Georgia
$20.1K +$20.1K +50 New
HFM
663
Harvest Fund Management
China
$20K -$50.6K -124 -72%
DWA
664
Delos Wealth Advisors
Texas
$19.7K
SIC
665
Salem Investment Counselors
North Carolina
$18.5K
CS
666
Comerica Securities
Michigan
$18.1K +$18.1K +45 New
MCM
667
MV Capital Management
Maryland
$18.1K +$1.2K +3 +7%
ANBT
668
American National Bank & Trust
Texas
$18K -$9K -22 -33%
NL
669
NVWM LLC
Pennsylvania
$17.7K
PFBT
670
Parkside Financial Bank & Trust
Missouri
$17.3K +$6.02K +15 +54%
BAAM
671
Baker Avenue Asset Management
California
$16.9K +$16.9K +42 New
UB
672
UMB Bank
Missouri
$16K -$525K -1,346 -97%
SSG
673
Summit Securities Group
New York
$16K -$27.9K -68 -64%
RCM
674
Raleigh Capital Management
North Carolina
$15.7K +$11.7K +29 +290%
C
675
Covestor
United Kingdom
$15K -$417 -1 -3%