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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 %
FCT
676
First Community Trust
Iowa
$40.8K
WTA
677
Washington Trust Advisors
Massachusetts
$37.6K
SIC
678
SJS Investment Consulting
Ohio
$35.9K +$26.9K +66 +300%
CA
679
Clearstead Advisors
Ohio
$35.9K +$10.6K +26 +42%
MPWT
680
MassMutual Private Wealth & Trust
Connecticut
$34.3K +$6.94K +17 +25%
BWL
681
Bogart Wealth LLC
Virginia
$33.1K
TSWM
682
Tyler-Stone Wealth Management
Ohio
$33.1K
GCM
683
Gladius Capital Management
Illinois
$33.1K +$33.1K +81 New
EBA
684
Eagle Bay Advisors
New York
$32.7K -$3.27K -8 -9%
HFM
685
Hartford Financial Management
Connecticut
$30.6K
QC
686
Quent Capital
New York
$30.5K +$406 +1 +1%
PMFA
687
Plante Moran Financial Advisors
Michigan
$28.6K
CA
688
Crewe Advisors
Utah
$27.8K +$24.5K +60 +750%
RTC
689
Riverview Trust Company
Washington
$27.8K -$95.1K -233 -77%
A
690
AlphaQuest
New York
$27.8K +$27.4K +67 +6,700%
M
691
MOTCO
Texas
$27.4K
UB
692
UMB Bank
Missouri
$26.9K +$15.9K +39 +144%
MHR
693
Matthew Hamilton Rosenberg
$26.2K
SIS
694
Sound Income Strategies
Florida
$26.1K +$16.3K +40 +167%
OAJ
695
Ogorek Anthony Joseph
New York
$26K
CCA
696
Criterion Capital Advisors
Tennessee
$25.7K
ST
697
Smithfield Trust
Pennsylvania
$25K -$12.9K -32 -34%
CWM
698
CarsonAllaria Wealth Management
Illinois
$24.8K
LFA
699
LGT Financial Advisors
Texas
$23.3K
SAM
700
Smartleaf Asset Management
Massachusetts
$23.2K +$14.5K +35 +167%