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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 %
AIG
801
American International Group
New York
-$4.75M -10,461 Closed
XI
802
XXEC Inc
Oklahoma
-$4.42M -9,732 Closed
EW
803
Evoke Wealth
California
-$3.5M -7,695 Closed
IG
804
ING Group
Netherlands
-$2.18M -4,802 Closed
BCV
805
Banque Cantonale Vaudoise
Switzerland
-$1.71M -3,755 Closed
KJHP
806
K.J. Harrison & Partners
Ontario, Canada
-$1.48M -3,250 Closed
WWS
807
Wellington Wealth Strategies
Indiana
-$1.17M -2,564 Closed
RCM
808
Radnor Capital Management
Pennsylvania
-$1M -2,210 Closed
Los Angeles Capital Management
809
Los Angeles Capital Management
California
-$936K -2,059 Closed
PGCM
810
Prescott Group Capital Management
Oklahoma
-$909K -2,000 Closed
SWA
811
Stratos Wealth Advisors
Ohio
-$852K -1,876 Closed
SWP
812
Strategic Wealth Partners
Ohio
-$816K -1,796 Closed
LNC
813
Lincoln National Corp
Pennsylvania
-$730K -1,606 Closed
MLICM
814
Metropolitan Life Insurance Company (MetLife)
New York
-$698K -1,536 Closed
Walleye Capital
815
Walleye Capital
New York
-$630K -1,387 Closed
BL
816
Balentine LLC
Georgia
-$538K -1,184 Closed
NPT
817
Nixon Peabody Trust
Massachusetts
-$480K -1,057 Closed
AIMCA
818
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$409K -900 Closed
MWM
819
Meridian Wealth Management
Kentucky
-$344K -757 Closed
GCM
820
Graham Capital Management
Connecticut
-$341K -750 Closed
CA
821
CoreCap Advisors
Michigan
-$323K -712 Closed
EAM
822
Empirical Asset Management
Massachusetts
-$312K -687 Closed
HIC
823
Hartline Investment Corp
Illinois
-$306K -673 Closed
OMC
824
Old Mission Capital
Illinois
-$284K -625 Closed
WC
825
Weil Company
California
-$263K -579 Closed