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.

New
Increased
Maintained
Reduced
Closed
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 %
GBT
726
Grove Bank & Trust
Florida
$2K +$2K +5 New
CFB
727
Cullen/Frost Bankers
Texas
$1.61K -$42.5K -106 -96%
HWP
728
Highline Wealth Partners
California
$1.2K
CWP
729
Concord Wealth Partners
Virginia
$1.2K +$1.2K +3 New
TWP
730
TFO Wealth Partners
Ohio
$1.04K +$1.04K +80 New
SIS
731
Sound Income Strategies
Florida
$802 -$1.2K -3 -60%
PA
732
PSI Advisors
Florida
$802
AAP
733
Arax Advisory Partners
Colorado
$802
MSCM
734
McElhenny Sheffield Capital Management
Texas
$802 +$802 +2 New
FGAM
735
Financial Gravity Asset Management
Texas
$783 +$783 +401 New
SWA
736
Sutton Wealth Advisors
Florida
$401
SCA
737
Stonebridge Capital Advisors
Minnesota
$401 +$401 +1 New
A
738
AustralianSuper
Australia
-$54.2K -135,338 Closed
RPI
739
Railway Pension Investments
United Kingdom
-$6.8M -17,000 Closed
EFI
740
EHP Funds Inc
Canada
-$3.61M -9,020 Closed
SGA
741
Strategic Global Advisors
California
-$3.16M -7,888 Closed
IP
742
Interval Partners
New York
-$2.8M -7,000 Closed
AIMCA
743
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.04M -5,100 Closed
CWM
744
Cordatus Wealth Management
Pennsylvania
-$1.72M -4,305 Closed
RBA
745
Richard Bernstein Advisors
New York
-$1.64M -4,105 Closed
RWM
746
Ritholtz Wealth Management
New York
-$1.63M -4,085 Closed
TC
747
Toews Corporation
New Jersey
-$1.08M -2,700 Closed
PHK
748
Point72 Hong Kong
Hong Kong
-$1.05M -2,626 Closed
OPPTF
749
OPSEU Pension Plan Trust Fund
Ontario, Canada
-$785K -1,942 Closed
SA
750
SRN Advisors
Pennsylvania
-$741K -1,851 Closed