We are live on ! Find out more

691 hedge funds and large institutions have $12.9B invested in Factset in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $29.3M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 77

4% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 244

1.19% less ownership

Funds ownership: 90.66%89.47% (-1.2%)

2% less funds holding

Funds holding: 704691 (-13)

12% less capital invested

Capital invested by funds: $14.8B → $12.9B (-$1.82B)

Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
235
Reduced
244
Closed
77
Calls
$29.6M
Puts
$29.3M
Net Calls
+$306K
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
726
IBM Retirement Fund
New York
-$263K -606 Closed
SLWA
727
San Luis Wealth Advisors
California
-$288K -592 Closed
CFAM
728
Center For Asset Management
Florida
-$241K -556 Closed
BPA
729
Beacon Pointe Advisors
California
-$236K -544 Closed
PA
730
Profund Advisors
Maryland
-$228K -526 Closed
CANY
731
Caxton Associates (New York)
New York
-$228K -525 Closed
NFC
732
Northeast Financial Consultants
Connecticut
-$227K -524 Closed
DAM
733
Delta Asset Management
Tennessee
-$226K -520 Closed
OTPPB
734
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$224K -515 Closed
GIA
735
Gladstone Institutional Advisory
Florida
-$223K -514 Closed
RMDI
736
R.M. Davis Inc
Maine
-$222K -511 Closed
BAM
737
Bruderman Asset Management
New York
-$219K -510 Closed
SFO
738
Stokes Family Office
Louisiana
-$220K -507 Closed
AIA
739
Arbor Investment Advisors
North Carolina
-$217K -500 Closed
BEC
740
Blue Edge Capital
Virginia
-$217K -500 Closed
MWPCG
741
Measured Wealth Private Client Group
New Hampshire
-$204K -469 Closed
BCMO
742
Buckingham Capital Management (Ohio)
Ohio
-$202K -465 Closed
MC
743
Maverick Capital
Texas
-$201K -464 Closed
WFI
744
West Family Investments
California
-$200K -461 Closed
GCM
745
Gladius Capital Management
Illinois
-$115K -263 Closed
SOW
746
State of Wyoming
Wyoming
-$110K -253 Closed
SCA
747
Sandy Cove Advisors
Massachusetts
-$84K -193 Closed
NICM
748
Neo Ivy Capital Management
New York
-$48K -112 Closed
FFA
749
Freedman Financial Associates
Massachusetts
-$43K -100 Closed
GAM
750
Gemmer Asset Management
California
-$40K -94 Closed