820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
651
Global Retirement Partners
California
$120K +$6.9K +15 +6%
CLOS
652
Compagnie Lombard Odier SCmA
Switzerland
$120K +$120K +260 New
FCM
653
Fourpath Capital Management
Oklahoma
$119K +$119K +259 New
FHA
654
First Horizon Advisors
Tennessee
$116K -$1.84K -4 -2%
CAL
655
Capital Advisors Ltd
Ohio
$111K
AA
656
Addison Advisors
Vermont
$103K
PS
657
Planned Solutions
California
$101K +$101K +220 New
BTI
658
Blue Trust Inc
Georgia
$93.1K +$36.3K +89 +64%
AAP
659
Arax Advisory Partners
Colorado
$92.9K +$1.38K +3 +2%
NIMI
660
Natixis Investment Managers International
France
$88.3K
PPC
661
Park Place Capital
Alabama
$86K +$5.06K +11 +6%
Swedbank
662
Swedbank
Sweden
$85.1K
WT
663
Washington Trust
Rhode Island
$85.1K
AWM
664
Atticus Wealth Management
Florida
$82.8K -$920 -2 -1%
PCM
665
Penserra Capital Management
California
$82K +$906 +2 +1%
SAM
666
Smartleaf Asset Management
Massachusetts
$78.9K +$53.2K +116 +207%
CA
667
Continuum Advisory
Idaho
$78.8K +$77.3K +156 +5,200%
CT
668
Coastline Trust
Rhode Island
$78.2K +$78.2K +170 New
BBHC
669
Brown Brothers Harriman & Co
New York
$77.7K +$7.36K +16 +10%
SIM
670
Sentry Investment Management
Wisconsin
$77K
IA
671
IFP Advisors
Florida
$72.7K +$21.2K +46 +41%
BGAI
672
Bruce G. Allen Investments
Colorado
$71.7K +$2.3K +5 +3%
CYG
673
Clean Yield Group
Vermont
$69K
HNB
674
Hilltop National Bank
Wyoming
$69K
ETC
675
Exchange Traded Concepts
Oklahoma
$69K +$58.9K +128 +582%