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 %
HFM
701
Hartford Financial Management
Connecticut
$34.5K
QL
702
Quarry LP
New York
$34K -$35.9K -78 -51%
CPA
703
Capital Performance Advisors
California
$34K +$34K +74 New
CA
704
Clearstead Advisors
Ohio
$33.6K -$6.9K -15 -17%
PMFA
705
Plante Moran Financial Advisors
Michigan
$32.2K
M
706
MOTCO
Texas
$30.8K
OAJ
707
Ogorek Anthony Joseph
New York
$30K
MHR
708
Matthew Hamilton Rosenberg
$29.3K
ST
709
Smithfield Trust
Pennsylvania
$29K
CWM
710
CarsonAllaria Wealth Management
Illinois
$28K
LFA
711
LGT Financial Advisors
Texas
$26.2K
CCA
712
Catalyst Capital Advisors
New York
$25.8K +$25.8K +56 New
CCA
713
Criterion Capital Advisors
Tennessee
$25.7K
RTC
714
Riverview Trust Company
Washington
$24.8K -$6.44K -14 -21%
TWC
715
TD Waterhouse Canada
Ontario, Canada
$23.7K
NL
716
NVWM LLC
Pennsylvania
$23.5K +$2.76K +6 +13%
CJ
717
Caitlin John
Michigan
$23.1K +$23.1K +47 New
FUBT
718
First United Bank & Trust
Maryland
$23K
TIM
719
Thompson Investment Management
Wisconsin
$22.1K
MCM
720
MV Capital Management
Maryland
$20.2K -$1.38K -3 -6%
GA
721
GoalVest Advisory
New York
$20.2K
BCMLT
722
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.3K +$16.6K +36 +600%
WPWM
723
Western Pacific Wealth Management
Illinois
$19.3K +$19.3K +42 New
AF
724
Arrow Financial
New York
$18.9K
CT
725
Colonial Trust
South Carolina
$17.5K