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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 %
BWP
701
Baldwin Wealth Partners
Massachusetts
$22.9K +$2.45K +6 +12%
Walleye Trading
702
Walleye Trading
New York
$22.9K +$3.27K +8 +17%
TWC
703
TD Waterhouse Canada
Ontario, Canada
$21.4K
JWM
704
Janiczek Wealth Management
Colorado
$21.2K
VNA
705
Valley National Advisers
Pennsylvania
$21K
FUBT
706
First United Bank & Trust
Maryland
$20.4K
TIM
707
Thompson Investment Management
Wisconsin
$19.6K
MCM
708
MV Capital Management
Maryland
$19.2K +$408 +1 +2%
PFBT
709
Parkside Financial Bank & Trust
Missouri
$18.4K +$1.63K +4 +10%
NL
710
NVWM LLC
Pennsylvania
$18.4K +$408 +1 +2%
GA
711
GoalVest Advisory
New York
$18K
TPCW
712
TD Private Client Wealth
New York
$17.1K -$26.1K -64 -60%
LC
713
Lindbrook Capital
California
$17.1K +$11.4K +28 +200%
AF
714
Arrow Financial
New York
$16.7K
CT
715
Colonial Trust
South Carolina
$15.5K -$18.4K -45 -54%
LS
716
Livforsakringsbolaget Skandia
Sweden
$15.1K
CA
717
Centerpoint Advisors
Massachusetts
$15K
FNWA
718
Financial Network Wealth Advisors
Utah
$14.3K +$14.3K +35 New
AssetMark Inc
719
AssetMark Inc
California
$14.3K +$3.67K +9 +35%
OA
720
Operose Advisors
Wisconsin
$13.9K
ME
721
McIlrath & Eck
Washington
$13.5K
OPTFSNA
722
Old Point Trust & Financial Services N A
Virginia
$13.5K
SC
723
Stephens Consulting
Michigan
$13.5K +$13.5K +33 New
SIC
724
Salem Investment Counselors
North Carolina
$13.1K
KFI
725
Key Financial Inc
Pennsylvania
$12.2K