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 %
QCG
676
Quadrant Capital Group
Ohio
$66.2K -$6.9K -15 -9%
C
677
Covestor
United Kingdom
$66K -$7.79K -17 -11%
LAM
678
Lummis Asset Management
Texas
$64.4K
SSB
679
Sandy Spring Bank
Maryland
$62.5K -$20.2K -44 -24%
CFGS
680
Concourse Financial Group Securities
Alabama
$59.8K -$17.5K -38 -23%
CTC
681
Central Trust Company
Missouri
$56.5K +$918 +2 +2%
HIIFS
682
Harel Insurance Investments & Financial Services
Israel
$56K -$2.35M -5,070 -98%
DIP
683
DT Investment Partners
Pennsylvania
$55.2K
EDRH
684
Edmond de Rothschild Holding
Switzerland
$54.3K -$9.66K -21 -15%
AF
685
Allworth Financial
California
$52.9K -$7.82K -17 -13%
TC
686
Trust Company
Kansas
$49.7K
GM
687
GeoWealth Management
Illinois
$49.2K +$49.2K +107 New
Lazard Asset Management
688
Lazard Asset Management
New York
$48K +$1.36K +3 +3%
CFO
689
CVA Family Office
Colorado
$47.8K
CWM
690
Compass Wealth Management
Connecticut
$47.4K
PFP
691
Pinnacle Financial Partners
Tennessee
$46K
FCT
692
First Community Trust
Iowa
$46K
AA
693
Ancora Advisors
Ohio
$43.7K +$43.7K +95 New
WTA
694
Washington Trust Advisors
Massachusetts
$41.8K -$460 -1 -1%
SIC
695
SJS Investment Consulting
Ohio
$41.4K +$920 +2 +2%
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$40K +$1.38K +3 +4%
BWL
697
Bogart Wealth LLC
Virginia
$37.2K
EBA
698
Eagle Bay Advisors
New York
$36.8K
BIG
699
Brooklyn Investment Group
New York
$34.9K +$34.9K +76 New
QC
700
Quent Capital
New York
$34.8K +$458 +1 +1%