737 hedge funds and large institutions have $13.4B invested in Factset in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 231 increasing their positions, 267 reducing their positions, and 48 closing their positions.

Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
11.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
109
Increased
231
Reduced
267
Closed
48
Calls
$78.9M
Puts
$86.8M
Net Calls
-$7.86M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
701
Creative Financial Designs
Indiana
$4.82K
LFG
702
Larson Financial Group
Missouri
$4.01K
WAS
703
Winch Advisory Services
Wisconsin
$4K
AssetMark Inc
704
AssetMark Inc
California
$3.61K -$96.7K -241 -96%
TWA
705
TCI Wealth Advisors
Arizona
$3.61K -$4.01K -10 -53%
BIA
706
Bell Investment Advisors
California
$3.61K
EE
707
EWG Elevate
California
$3.61K +$3.61K +9 New
MA
708
Montag & Associates
Georgia
$3.61K +$3.61K +9 New
TFA
709
Toth Financial Advisory
Virginia
$3.21K
SWA
710
SOA Wealth Advisors
New York
$3.21K
MFT
711
Moisand Fitzgerald Tamayo
Florida
$3.21K +$1.61K +4 +100%
TC
712
Truvestments Capital
Florida
$3.21K +$3.21K +8 New
CSWM
713
Cassady Schiller Wealth Management
Ohio
$3.21K +$3.21K +8 New
VCM
714
Vigilant Capital Management
Maine
$3K
MCM
715
Magnolia Capital Management
New York
$3K +$3K +7 New
BHWM
716
Beaird Harris Wealth Management
Texas
$2.81K +$2.81K +7 New
MYAM
717
Meiji Yasuda Asset Management
Japan
$2.6K +$806 +2,010 +45%
DI
718
Disciplined Investments
Oklahoma
$2.41K -$401 -1 -14%
PMFA
719
Plante Moran Financial Advisors
Michigan
$2.41K
HS
720
Horan Securities
United States
$2.41K
AAG
721
Armstrong Advisory Group
Massachusetts
$2.41K +$2.41K +6 New
BWM
722
BerganKDV Wealth Management
Minnesota
$2.03K
AWM
723
Abound Wealth Management
Tennessee
$2.01K
LF
724
Lee Financial
Texas
$2.01K
ADL
725
Asset Dedication LLC
California
$2K -$333 -1 -14%