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Factset

768 hedge funds and large institutions have $17.1B invested in Factset in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 275 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+42
Holders Change %
+5.79%
% of All Funds
11.26%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
101
Increased
249
Reduced
275
Closed
48
Calls
$56.8M
Puts
$38.5M
Net Calls
+$18.3M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Shares
Change %
OA
701
Operose Advisors
Wisconsin
$16.2K
PWMG
702
Provence Wealth Management Group
California
$16.2K
CT
703
Colonial Trust
South Carolina
$16.2K
ME
704
McIlrath & Eck
Washington
$15.7K
OPTFSNA
705
Old Point Trust & Financial Services N A
Virginia
$15.7K +$15.7K +33 New
SIC
706
Salem Investment Counselors
North Carolina
$15.3K -$6.68K -14 -30%
KFI
707
Key Financial Inc
Pennsylvania
$14.3K
JFGIW
708
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.8K +$954 +2 +7%
PSB
709
Piscataqua Savings Bank
New Hampshire
$13.8K
CMBA
710
C.M. Bidwell & Associates
Hawaii
$13.8K
WBC
711
West Branch Capital
Massachusetts
$13.4K
UB
712
UMB Bank
Missouri
$12.9K
AssetMark Inc
713
AssetMark Inc
California
$12.9K +$477 +1 +4%
RIL
714
Rothschild Investment LLC
Illinois
$11K +$11K +23 New
SIC
715
SJS Investment Consulting
Ohio
$10.5K -$954 -2 -8%
EWM
716
Evermay Wealth Management
Virginia
$10.5K
HCP
717
Hexagon Capital Partners
Arkansas
$10.5K +$954 +2 +10%
TIM
718
Tortoise Investment Management
New York
$10K
TCWA
719
Turtle Creek Wealth Advisors
Texas
$10K +$10K +21 New
AGWCA
720
Annis Gardner Whiting Capital Advisors
Florida
$9.54K
GKIM
721
GW&K Investment Management
Massachusetts
$8K
FCA
722
FinTrust Capital Advisors
South Carolina
$7.63K
FPB
723
First PREMIER Bank
South Dakota
$7K +$7K +15 New
CB
724
Centennial Bank
Arkansas
$6.2K
CT
725
Cambridge Trust
Massachusetts
$6.2K