FDS icon

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 %
CMBA
726
C.M. Bidwell & Associates
Hawaii
$11.8K
WWP
727
WR Wealth Planners
Missouri
$11.8K +$1.23K +3 +12%
PSB
728
Piscataqua Savings Bank
New Hampshire
$11.8K
WBC
729
West Branch Capital
Massachusetts
$11.4K
JFGIW
730
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$817 -2 -7%
AIM
731
Anchor Investment Management
South Carolina
$10.6K +$3.67K +9 +53%
BL
732
BFSG LLC
California
$9.39K
TIM
733
Tortoise Investment Management
New York
$9.39K
ETC
734
Exchange Traded Concepts
Oklahoma
$8.98K +$8.98K +22 New
LI
735
LRI Investments
Florida
$8.63K +$8.63K +21 New
AGWCA
736
Annis Gardner Whiting Capital Advisors
Florida
$8.17K
CB
737
Chris Bulman
California
$8.17K +$8.17K +20 New
IC
738
Innealta Capital
Texas
$7.76K +$7.76K +19 New
GKIM
739
GW&K Investment Management
Massachusetts
$7K +$389 +1 +6%
MAM
740
Meeder Asset Management
Ohio
$6.94K
TAM
741
Tucker Asset Management
Colorado
$6.94K +$6.94K +17 New
FCA
742
FinTrust Capital Advisors
South Carolina
$6.53K
RIL
743
Rothschild Investment LLC
Illinois
$6.12K -$3.27K -8 -35%
FPB
744
First PREMIER Bank
South Dakota
$6K
HGERS
745
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6K +16 New
KFP
746
Keener Financial Planning
Texas
$6K +$6K +17 New
CFD
747
Creative Financial Designs
Indiana
$5.72K
GEA
748
Glen Eagle Advisors
New Jersey
$5.72K +$5.72K +14 New
CB
749
Centennial Bank
Arkansas
$5.31K
HI
750
Harbour Investments
Wisconsin
$4.9K +$4.49K +11 +1,100%