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Factset

797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
C
651
Covestor
United Kingdom
$67K +$40K +96 +148%
QCG
652
Quadrant Capital Group
Ohio
$64.9K -$6.12K -15 -9%
TFA
653
Transamerica Financial Advisors
Florida
$64K
BTI
654
Blue Trust Inc
Georgia
$63.2K +$25.9K +57 +70%
BBHC
655
Brown Brothers Harriman & Co
New York
$62.5K
QL
656
Quarry LP
New York
$62.1K +$62.1K +152 New
BGAI
657
Bruce G. Allen Investments
Colorado
$61.6K -$817 -2 -1%
HNB
658
Hilltop National Bank
Wyoming
$61.2K
CYG
659
Clean Yield Group
Vermont
$61.2K
HT
660
Headlands Technologies
Illinois
$59.2K -$109K -268 -65%
LAM
661
Lummis Asset Management
Texas
$57.2K
EDRH
662
Edmond de Rothschild Holding
Switzerland
$56.8K -$8.98K -22 -14%
AF
663
Allworth Financial
California
$56K -$4.24K -10 -7%
Federated Hermes
664
Federated Hermes
Pennsylvania
$51.9K +$51.9K +127 New
CTC
665
Central Trust Company
Missouri
$49.4K -$2.45K -6 -5%
DIP
666
DT Investment Partners
Pennsylvania
$49K +$16.3K +40 +50%
IA
667
IFP Advisors
Florida
$45.7K +$27.4K +67 +149%
PFP
668
Pinnacle Financial Partners
Tennessee
$45.4K
TC
669
Trust Company
Kansas
$44.1K
FRA
670
Front Row Advisors
California
$43.3K
CC
671
Cypress Capital
Tennessee
$43.3K +$43.3K +106 New
CFO
672
CVA Family Office
Colorado
$42.5K +$408 +1 +1%
CWM
673
Compass Wealth Management
Connecticut
$42.1K
Lazard Asset Management
674
Lazard Asset Management
New York
$42K +$42K +103 New
AA
675
Alta Advisers
United Kingdom
$40.8K