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Factset

731 hedge funds and large institutions have $13.7B invested in Factset in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
11.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
247
Reduced
257
Closed
59
Calls
$31.2M
Puts
$41.7M
Net Calls
-$10.6M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Shares
Change %
WBC
676
West Branch Capital
Massachusetts
$11.2K
Federated Hermes
677
Federated Hermes
Pennsylvania
$10.8K -$70.5K -176 -87%
JFGIW
678
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.8K
AssetMark Inc
679
AssetMark Inc
California
$10.4K +$6.81K +17 +189%
BAAM
680
Baker Avenue Asset Management
California
$10.4K +$7.61K +19 +271%
WWP
681
WR Wealth Planners
Missouri
$10.4K +$10.4K +26 New
SIC
682
SJS Investment Consulting
Ohio
$8.82K -$401 -1 -4%
TIM
683
Tortoise Investment Management
New York
$8.41K
HCP
684
Hexagon Capital Partners
Arkansas
$8.01K
GKIM
685
GW&K Investment Management
Massachusetts
$7K +$6.59K +16 +1,600%
IRC
686
Investors Research Corp
Georgia
$6.81K
FCA
687
FinTrust Capital Advisors
South Carolina
$6.42K
UB
688
UMB Bank
Missouri
$6.41K -$3.61K -9 -36%
SIS
689
Sound Income Strategies
Florida
$6.01K +$4.81K +12 +400%
CT
690
Cambridge Trust
Massachusetts
$5.21K -$34.1K -85 -87%
CB
691
Centennial Bank
Arkansas
$5.21K
CFD
692
Creative Financial Designs
Indiana
$4.81K
PP
693
PFS Partners
New Jersey
$4.81K +$4.81K +12 New
CWC
694
Carolinas Wealth Consulting
North Carolina
$4.02K
DSC
695
Duncker Streett & Co
Missouri
$4.01K -$4.01K -10 -50%
LFG
696
Larson Financial Group
Missouri
$4.01K
WWM
697
Wolff Wiese Magana
California
$4.01K +$4.01K +10 New
WAS
698
Winch Advisory Services
Wisconsin
$4K
TWM
699
Tradition Wealth Management
Minnesota
$4K +$4K +9 New
AWM
700
Abound Wealth Management
Tennessee
$3.61K +$401 +1 +13%