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Factset

726 hedge funds and large institutions have $15.1B invested in Factset in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 252 increasing their positions, 247 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.58%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
60
Increased
252
Reduced
247
Closed
60
Calls
$94.2M
Puts
$97.9M
Net Calls
-$3.67M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
651
NVWM LLC
Pennsylvania
$21K -$437 -1 -2%
TIM
652
Thompson Investment Management
Wisconsin
$21K
MCM
653
MV Capital Management
Maryland
$20.1K -$437 -1 -2%
SIC
654
Salem Investment Counselors
North Carolina
$20.1K
GA
655
GoalVest Advisory
New York
$19.2K
DWA
656
Delos Wealth Advisors
Texas
$18.8K
TWP
657
TFO Wealth Partners
Ohio
$17.2K
LS
658
Livforsakringsbolaget Skandia
Sweden
$16.2K
CA
659
Centerpoint Advisors
Massachusetts
$16K
PFBT
660
Parkside Financial Bank & Trust
Missouri
$15.3K +$875 +2 +6%
CT
661
Colonial Trust
South Carolina
$14.9K +$2.19K +5 +17%
PWMG
662
Provence Wealth Management Group
California
$14.9K +$14.9K +34 New
OA
663
Operose Advisors
Wisconsin
$14.9K +$14.9K +34 New
SC
664
Steph & Co
Wisconsin
$14.9K +$14.9K +34 New
ME
665
McIlrath & Eck
Washington
$14.4K
AP
666
Arlington Partners
Alabama
$14K
AT
667
Arlington Trust
Alabama
$14K +$14K +32 New
KFI
668
Key Financial Inc
Pennsylvania
$13.1K
CMBA
669
C.M. Bidwell & Associates
Hawaii
$12.7K
PSB
670
Piscataqua Savings Bank
New Hampshire
$12.7K
GIA
671
GHP Investment Advisors
Colorado
$12.5K
WBC
672
West Branch Capital
Massachusetts
$12.2K
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.8K
UB
674
UMB Bank
Missouri
$11.8K +$4.81K +11 +69%
BAAM
675
Baker Avenue Asset Management
California
$11.4K