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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 %
AIM
801
Aurora Investment Managers
Florida
$1.84K +$9 +20 +0.5%
JGIA
802
Jackson Grant Investment Advisers
Connecticut
$1.84K
IHWM
803
Iron Horse Wealth Management
Iowa
$1.84K
GFL
804
Granite FO LLC
New Hampshire
$1.84K +$1.84K +4 New
HWP
805
Highline Wealth Partners
California
$1.38K
TFA
806
Transamerica Financial Advisors
Florida
$1K -$156K -156 -99%
SFCL
807
Strengthening Families & Communities LLC
Massachusetts
$920
WPA
808
West Paces Advisors
Georgia
$920
PA
809
PSI Advisors
Florida
$920
PG
810
Proffitt & Goodson
Tennessee
$920 +$920 +2 New
TFM
811
TFC Financial Management
Massachusetts
$460
WA
812
WestEnd Advisors
North Carolina
$460
ZB
813
Zions Bancorporation
Utah
$460
VAMG
814
Voisard Asset Management Group
Michigan
$460 +$460 +1 New
CA
815
Claris Advisors
Missouri
$460 +$460 +1 New
BF
816
BOK Financial
Oklahoma
$459 +$459 +1 New
PIM
817
Plato Investment Management
Australia
$459 +$459 +1 New
IAIM
818
International Assets Investment Management
Florida
$184 +$184 +84,612 New
YDMI
819
Y.D. More Investments
Israel
$26 +$1 +1 +5%
DWM
820
Dogwood Wealth Management
Kansas
$1 -$2
Norges Bank
821
Norges Bank
Norway
-$15.1M -37,025 Closed
PRC
822
Pearl River Capital
Michigan
-$6.03M -14,774 Closed
CCM
823
Cinctive Capital Management
New York
-$5.69M -13,926 Closed
Jacobs Levy Equity Management
824
Jacobs Levy Equity Management
New Jersey
-$3.41M -8,361 Closed
TPSF
825
Texas Permanent School Fund
Texas
-$2.58M -6,316 Closed