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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 %
DPW
776
DiNuzzo Private Wealth
Pennsylvania
$2.45K +$408 +1 +20%
HCP
777
Hexagon Capital Partners
Arkansas
$2.45K +$408 +1 +20%
BIA
778
Bell Investment Advisors
California
$2.45K +$408 +1 +20%
CCM
779
Chilton Capital Management
Texas
$2.04K +$2.04K +5 New
AF
780
Advisornet Financial
Minnesota
$2.04K
PPA
781
Painted Porch Advisors
California
$1.66K +$1.66K +4 New
JGIA
782
Jackson Grant Investment Advisers
Connecticut
$1.63K
IHWM
783
Iron Horse Wealth Management
Iowa
$1.63K
TWP
784
Triad Wealth Partners
Kansas
$1.63K +$1.63K +4 New
DF
785
Dunhill Financial
United Kingdom
$1.61K +$402 +1 +33%
CA
786
Continuum Advisory
Idaho
$1.23K
HWP
787
Highline Wealth Partners
California
$1.23K
SFCL
788
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +2 New
WPA
789
West Paces Advisors
Georgia
$817
PA
790
PSI Advisors
Florida
$817
S
791
Sachetta
Massachusetts
$417 +$417 +1 New
TFM
792
TFC Financial Management
Massachusetts
$409 -$409 -1 -50%
OWA
793
Opal Wealth Advisors
New York
$409 +$409 +1 New
ZB
794
Zions Bancorporation
Utah
$408
WA
795
WestEnd Advisors
North Carolina
$408 +$408 +1 New
YDMI
796
Y.D. More Investments
Israel
$22 +$22 +20 New
DWM
797
Dogwood Wealth Management
Kansas
$2 -$2
ACL
798
Azora Capital LP
Florida
-$8.62M -18,962 Closed
CPC
799
Cookson Peirce & Co
Pennsylvania
-$8.37M -18,417 Closed
TG
800
TCW Group
California
-$6.27M -13,809 Closed