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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 %
SWS
826
SYSTM Wealth Solutions
Illinois
-$252K -554 Closed
TC
827
TwinBeech Capital
New York
-$232K -510 Closed
PA
828
Pinnacle Associates
New York
-$225K -496 Closed
DAS
829
Dynamic Advisor Solutions
Arizona
-$224K -494 Closed
SSW
830
Smith Shellnut Wilson
Mississippi
-$221K -487 Closed
MGIA
831
Moneta Group Investment Advisors
Missouri
-$221K -486 Closed
MAM
832
Martingale Asset Management
Massachusetts
-$220K -485 Closed
SC
833
Savant Capital
Illinois
-$219K -482 Closed
PPWM
834
Perissos Private Wealth Management
Oklahoma
-$217K -477 Closed
WP
835
WMS Partners
Maryland
-$215K -473 Closed
GA
836
Geller Advisors
New York
-$214K -471 Closed
BCMO
837
Buckingham Capital Management (Ohio)
Ohio
-$214K -470 Closed
DWM
838
Drive Wealth Management
Utah
-$213K -469 Closed
OCM
839
One Capital Management
California
-$209K -460 Closed
TBA
840
Tower Bridge Advisors
Pennsylvania
-$204K -450 Closed
SFS
841
Security Financial Services
Indiana
-$201K -443 Closed
CCWM
842
Cassaday & Co Wealth Management
Virginia
-$201K -442 Closed
SC
843
SouthState Corp
Florida
-$70.9K -156 Closed
BF
844
BOK Financial
Oklahoma
-$24.4K -55 Closed
EC
845
EntryPoint Capital
New York
-$20.9K -46 Closed
TWP
846
TFO Wealth Partners
Ohio
-$19.5K -43 Closed
SWC
847
Spectrum Wealth Counsel
Indiana
-$19.1K -42 Closed
EWM
848
Evermay Wealth Management
Virginia
-$10K -22 Closed
T
849
Tidemark
California
-$8.63K -19 Closed
SL
850
Salomon & Ludwin
Virginia
-$7.73K -17 Closed