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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 %
RCM
776
Raleigh Capital Management
North Carolina
$3.74K
PCWA
777
Pacific Capital Wealth Advisors
California
$3.68K
FFA
778
Frazier Financial Advisors
Ohio
$3.68K
MA
779
Montag & Associates
Georgia
$3.68K
TFA
780
Toth Financial Advisory
Virginia
$3.68K
DF
781
Dunhill Financial
United Kingdom
$3.65K +$1.83K +4 +100%
PA
782
Pineridge Advisors
Missouri
$3.23K
FPF
783
First Pacific Financial
Washington
$3.22K -$920 -2 -22%
CSB
784
City State Bank
Iowa
$3.22K
CWA
785
Carolina Wealth Advisors
South Carolina
$3.22K +$3.22K +7 New
NS
786
NBC Securities
Alabama
$3K
DPW
787
DiNuzzo Private Wealth
Pennsylvania
$2.76K
ADL
788
Asset Dedication LLC
California
$2.76K
BIA
789
Bell Investment Advisors
California
$2.76K
AAG
790
Armstrong Advisory Group
Massachusetts
$2.76K
ANBT
791
American National Bank & Trust
Texas
$2.76K -$107K -232 -97%
AP
792
Aspect Partners
Virginia
$2.76K
HCP
793
Hexagon Capital Partners
Arkansas
$2.76K
WB
794
Webster Bank
Connecticut
$2.76K
BFS
795
Burkett Financial Services
South Carolina
$2.76K +$2.76K +6 New
SIS
796
Sound Income Strategies
Florida
$2.3K -$27.2K -59 -92%
CCM
797
Chilton Capital Management
Texas
$2.3K
FGC
798
Financial Gravity Companies
Texas
$2.3K +$2.3K +5 New
VNA
799
Valley National Advisers
Pennsylvania
$2K -$15.7K -47 -89%
PPA
800
Painted Porch Advisors
California
$1.87K