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691 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $29.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 77

4% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 244

1.19% less ownership

Funds ownership: 90.66%89.47% (-1.2%)

2% less funds holding

Funds holding: 704691 (-13)

12% less capital invested

Capital invested by funds: $14.8B → $12.9B (-$1.82B)

Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
235
Reduced
244
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
676
Ellevest Inc
New York
$3K +$3.13K +8 New
BIA
677
Bell Investment Advisors
California
$3K +$3.52K +9 New
IRC
678
Investors Research Corp
Georgia
$3K +$3.52K +9 New
TCOV
679
Trust Company of Vermont
Vermont
$3K +$3.52K +9 New
FPS
680
Fieldpoint Private Securities
Connecticut
$2K -$19.6K -50 -91%
CFB
681
Cullen/Frost Bankers
Texas
$2K -$1.17K -3 -43%
BWM
682
BerganKDV Wealth Management
Minnesota
$2K
CWP
683
Concord Wealth Partners
Virginia
$2K
FEG
684
Financial Enhancement Group
Indiana
$2K
PFGIA
685
Patriot Financial Group Insurance Agency
Massachusetts
$2K
PMFA
686
Plante Moran Financial Advisors
Michigan
$2K
STCOSD
687
Sageworth Trust Company of South Dakota
South Dakota
$2K
LF
688
Lee Financial
Texas
$2K +$1.96K +5 New
AAP
689
Arax Advisory Partners
Colorado
$1K +$783 +2 New
SFG
690
Steward Financial Group
Texas
$1K +$1.17K +3 New
TWA
691
TCI Wealth Advisors
Arizona
$1K +$1.17K +3 New
BIM
692
Baldwin Investment Management
Pennsylvania
$219 -$56.4K -144 -20%
Lord, Abbett & Co
693
Lord, Abbett & Co
New Jersey
-$41.2M -95,000 Closed
HF
694
HRT Financial
New York
-$19.6M -45,098 Closed
E
695
Ergoteles
New York
-$16.3M -37,441 Closed
2
696
2Xideas
Switzerland
-$14.1M -32,473 Closed
Marshall Wace
697
Marshall Wace
United Kingdom
-$12.4M -28,655 Closed
BHCM
698
Boulder Hill Capital Management
New York
-$7.9M -18,200 Closed
TI
699
Trexquant Investment
Connecticut
-$6.07M -13,971 Closed
Tudor Investment Corp
700
Tudor Investment Corp
Connecticut
-$3.5M -8,058 Closed