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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.

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 Market Value Shares Shares
Change
Shares
Change %
KCM
101
Kennedy Capital Management
Missouri
$11.5M 28,266 +1,410 +5%
CWM
102
Congress Wealth Management
Massachusetts
$11.4M 27,974 +366 +1%
Truist Financial
103
Truist Financial
North Carolina
$11.1M 27,211 -1,679 -6%
ROC
104
Running Oak Capital
Minnesota
$11M 26,885 +4,325 +19%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11M 26,878 -72 -0.3%
CF
106
Canoe Financial
Alberta, Canada
$10.9M 23,944
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$10.8M 26,414 +3,555 +16%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$9.96M 24,400 -2,681 -10%
SA
109
Sanctuary Advisors
Indiana
$9.73M 23,092 +23,092 New
MWM
110
Moran Wealth Management
Florida
$9.61M 23,549 +247 +1%
Prudential Financial
111
Prudential Financial
New Jersey
$9.37M 22,956 -3,218 -12%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$9.28M 22,727 +140 +0.6%
HFS
113
Hantz Financial Services
Michigan
$9.24M 22,642 -894 -4%
TD Asset Management
114
TD Asset Management
Ontario, Canada
$9.2M 22,538 +1,172 +5%
Fisher Asset Management
115
Fisher Asset Management
Washington
$9.15M 22,409 +701 +3%
TC
116
TownSquare Capital
Utah
$8.99M 22,010 +252 +1%
Korea Investment Corp
117
Korea Investment Corp
South Korea
$8.87M 21,726 +4,190 +24%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$8.69M 21,281 -249 -1%
SFI
119
Susquehanna Fundamental Investments
Pennsylvania
$8.59M 21,040 +12,938 +160%
Schroder Investment Management Group
120
Schroder Investment Management Group
United Kingdom
$8.56M 20,976 -29,249 -58%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$8.55M 20,930 -6,149 -23%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$8.49M 20,799 +2,630 +14%
JWM
123
JGP Wealth Management
Oregon
$8.3M 20,334 +394 +2%
DSAM
124
Dock Street Asset Management
Florida
$8.18M 20,026 -19,498 -49%
SOADOR
125
State of Alaska Department of Revenue
Alaska
$8.07M 19,778 +1,665 +9%