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Factset

731 hedge funds and large institutions have $13.7B invested in Factset in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
11.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
247
Reduced
257
Closed
59
Calls
$31.2M
Puts
$41.7M
Net Calls
-$10.6M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
651
Janiczek Wealth Management
Colorado
$20.8K -$6.01K -15 -22%
TWC
652
TD Waterhouse Canada
Ontario, Canada
$20.5K
SSG
653
Summit Securities Group
New York
$20K -$10.4K -26 -34%
NL
654
NVWM LLC
Pennsylvania
$19.6K
IA
655
IFP Advisors
Florida
$19.6K +$801 +2 +4%
Walleye Trading
656
Walleye Trading
New York
$19.2K -$784K -1,958 -98%
TIM
657
Thompson Investment Management
Wisconsin
$19.2K
MCM
658
MV Capital Management
Maryland
$18.8K +$801 +2 +4%
SIC
659
Salem Investment Counselors
North Carolina
$18.4K
CA
660
Clearstead Advisors
Ohio
$18K
GA
661
GoalVest Advisory
New York
$17.6K +$17.6K +44 New
DWA
662
Delos Wealth Advisors
Texas
$17.2K -$2.4K -6 -12%
TWP
663
TFO Wealth Partners
Ohio
$17.2K
CA
664
Centerpoint Advisors
Massachusetts
$15K
LS
665
Livforsakringsbolaget Skandia
Sweden
$14.8K
BWS
666
Buck Wealth Strategies
Colorado
$14.8K +$14.8K +37 New
PFBT
667
Parkside Financial Bank & Trust
Missouri
$13.2K +$2.81K +7 +27%
ME
668
McIlrath & Eck
Washington
$13.2K +$3.21K +8 +32%
OPTFSNA
669
Old Point Trust & Financial Services N A
Virginia
$13.2K +$13.2K +33 New
AP
670
Arlington Partners
Alabama
$12.8K
KFI
671
Key Financial Inc
Pennsylvania
$12K
GIA
672
GHP Investment Advisors
Colorado
$11.9K
CMBA
673
C.M. Bidwell & Associates
Hawaii
$11.6K
CT
674
Colonial Trust
South Carolina
$11.6K
PSB
675
Piscataqua Savings Bank
New Hampshire
$11.6K