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Factset

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 %
TIM
751
Tortoise Investment Management
New York
$10.1K -$460 -1 -4%
AIC
752
Archer Investment Corporation
Indiana
$9.66K +$9.66K +21 New
LC
753
Lindbrook Capital
California
$9.2K -$10.1K -22 -52%
AGWCA
754
Annis Gardner Whiting Capital Advisors
Florida
$9.2K
RS
755
Rakuten Securities
Japan
$9.2K +$9.2K +20 New
UB
756
UMB Bank
Missouri
$8.74K -$21.6K -47 -71%
TWD
757
True Wealth Design
Ohio
$7.82K +$7.82K +17 New
TAM
758
Tucker Asset Management
Colorado
$7.82K
FCA
759
FinTrust Capital Advisors
South Carolina
$7.36K
LI
760
LRI Investments
Florida
$7.11K -$3.55K -7 -33%
KFP
761
Keener Financial Planning
Texas
$7K
FPB
762
First PREMIER Bank
South Dakota
$7K
HGERS
763
Householder Group Estate & Retirement Specialist
Arizona
$7K
GEA
764
Glen Eagle Advisors
New Jersey
$6.44K
CFD
765
Creative Financial Designs
Indiana
$6.44K
CB
766
Centennial Bank
Arkansas
$5.98K
KWAG
767
Kiely Wealth Advisory Group
North Carolina
$5.34K
CWC
768
Carolinas Wealth Consulting
North Carolina
$5.12K
WAS
769
Winch Advisory Services
Wisconsin
$4.7K
WWM
770
Wolff Wiese Magana
California
$4.6K
RWM
771
Ruedi Wealth Management
Illinois
$4.6K
CTB
772
Country Trust Bank
Illinois
$4.6K
HI
773
Harbour Investments
Wisconsin
$4.14K -$1.38K -3 -25%
NCM
774
Northwest Capital Management
Oregon
$4.14K
CFG
775
Copley Financial Group
California
$4.14K +$4.14K +9 New