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Factset

687 hedge funds and large institutions have $13.7B invested in Factset in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 249 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
11.88%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
64
Increased
238
Reduced
249
Closed
55
Calls
$37.4M
Puts
$34.7M
Net Calls
+$2.63M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
201
Evoke Wealth
California
$3.17M -$66.8K -167 -2%
SGA
202
Strategic Global Advisors
California
$3.16M -$124K -311 -4%
WTC
203
WhitTier Trust Company
Nevada
$3.15M +$1.56M +3,910 +99%
Brown Advisory
204
Brown Advisory
Maryland
$3.14M -$6.4K -16 -0.2%
X
205
Xponance
Pennsylvania
$3.09M +$198K +495 +7%
Public Sector Pension Investment Board (PSP Investments)
206
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.02M +$1.56M +3,900 +107%
TAF
207
Tredje AP-fonden
Sweden
$2.99M +$2.99M +7,479 New
PFS
208
Prospera Financial Services
Texas
$2.95M +$24.8K +62 +0.8%
SC
209
Sepio Capital
Utah
$2.95M -$179K -448 -6%
SFS
210
Stiles Financial Services
Minnesota
$2.93M -$11.2K -28 -0.4%
CCA
211
Catalyst Capital Advisors
New York
$2.85M -$80K -200 -3%
ProShare Advisors
212
ProShare Advisors
Maryland
$2.84M -$283K -708 -9%
IP
213
Interval Partners
New York
$2.8M +$2.8M +7,000 New
WGCA
214
Wolf Group Capital Advisors
Virginia
$2.8M -$28.8K -72 -1%
VAS
215
Vestmark Advisory Solutions
Massachusetts
$2.77M +$522K +1,305 +23%
NC
216
NewSquare Capital
Pennsylvania
$2.75M +$2.75M +6,880 New
URS
217
Utah Retirement Systems
Utah
$2.73M +$9.21K +23 +0.3%
GIBU
218
Gulf International Bank (UK)
United Kingdom
$2.7M
BCM
219
Birch Capital Management
Texas
$2.67M -$8.8K -22 -0.3%
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$2.66M -$329K -822 -11%
Neuberger Berman Group
221
Neuberger Berman Group
New York
$2.61M -$116K -291 -4%
PIM
222
Penobscot Investment Management
Massachusetts
$2.6M
DCM
223
Dupont Capital Management
Delaware
$2.58M -$401K -1,003 -13%
Skandinaviska Enskilda Banken (SEB)
224
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.56M +$25.6K +64 +1%
CWM
225
CIBC World Markets
New York
$2.51M -$905K -2,262 -27%