715 hedge funds and large institutions have $14B invested in Factset in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 291 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
-22
Holders Change %
-2.99%
% of All Funds
11.44%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
54
Increased
223
Reduced
291
Closed
66
Calls
$31.1M
Puts
$47.3M
Net Calls
-$16.1M
Net Calls Change
-$8.27M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
676
Schubert & Co
Texas
$5.4K -$1.25K -3 -19%
CB
677
Centennial Bank
Arkansas
$5.4K
CFD
678
Creative Financial Designs
Indiana
$4.98K
LFG
679
Larson Financial Group
Missouri
$4.15K
BIA
680
Bell Investment Advisors
California
$4.15K +$415 +1 +11%
CWC
681
Carolinas Wealth Consulting
North Carolina
$4.15K +$4.15K +10 New
WAS
682
Winch Advisory Services
Wisconsin
$4K
MA
683
Montag & Associates
Georgia
$3.74K
AssetMark Inc
684
AssetMark Inc
California
$3.74K
TWA
685
TCI Wealth Advisors
Arizona
$3.32K -$415 -1 -11%
SWA
686
SOA Wealth Advisors
New York
$3.32K
TFA
687
Toth Financial Advisory
Virginia
$3.32K
MFT
688
Moisand Fitzgerald Tamayo
Florida
$3.32K
AWM
689
Abound Wealth Management
Tennessee
$3.32K +$1.25K +3 +60%
VCM
690
Vigilant Capital Management
Maine
$3K
MCM
691
Magnolia Capital Management
New York
$3K
BAAM
692
Baker Avenue Asset Management
California
$2.91K -$14.5K -35 -83%
PMFA
693
Plante Moran Financial Advisors
Michigan
$2.49K
HS
694
Horan Securities
United States
$2.49K
AAG
695
Armstrong Advisory Group
Massachusetts
$2.49K
BWM
696
BerganKDV Wealth Management
Minnesota
$2.1K
LF
697
Lee Financial
Texas
$2.08K
GBT
698
Grove Bank & Trust
Florida
$2.08K
RI
699
Ridgewood Investments
New Jersey
$2.08K +$2.08K +5 New
ADL
700
Asset Dedication LLC
California
$2K