731 hedge funds and large institutions have $13.7B invested in Factset in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 247 increasing their positions, 257 reducing their positions, and 59 closing their positions.

Holders
731
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
11.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
247
Reduced
257
Closed
59
Calls
$31.2M
Puts
$41.7M
Net Calls
-$10.6M
Net Calls Change
+$5.57M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B 4,590,640 +23,473 +0.5%
BlackRock
2
BlackRock
New York
$1.27B 3,169,482 -17,539 -0.6%
BAMCO Inc
3
BAMCO Inc
New York
$1.1B 2,742,734 +44,466 +2%
State Street
4
State Street
Massachusetts
$725M 1,809,468 +7,667 +0.4%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$669M 1,669,498 -48,412 -3%
Wells Fargo
6
Wells Fargo
California
$613M 1,531,014 -38,406 -2%
Ninety One (UK)
7
Ninety One (UK)
United Kingdom
$495M 1,236,173 -13,465 -1%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$425M 1,061,799 -16,427 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$379M 948,769 +31,420 +3%
Morgan Stanley
10
Morgan Stanley
New York
$279M 697,614 -3,449 -0.5%
Bank of America
11
Bank of America
North Carolina
$235M 587,775 -32,508 -5%
Amundi
12
Amundi
France
$201M 509,299 +4,207 +0.8%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$175M 436,481 -73,460 -14%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$174M 434,086 +29,004 +7%
CIP
15
Champlain Investment Partners
Vermont
$174M 433,517 +103,065 +31%
Invesco
16
Invesco
Georgia
$160M 399,793 -48,587 -11%
ESCM
17
Echo Street Capital Management
New York
$159M 397,379 +90,419 +29%
Northern Trust
18
Northern Trust
Illinois
$149M 372,950 -22,172 -6%
Charles Schwab
19
Charles Schwab
California
$137M 342,368 -55 -0%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$128M 320,354 -11,587 -3%
Legal & General Group
21
Legal & General Group
United Kingdom
$117M 292,216 -11,306 -4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$113M 281,787 -7,383 -3%
CAM
23
Congress Asset Management
Massachusetts
$106M 263,630 +263,630 New
BTW
24
Boston Trust Walden
Massachusetts
$94.2M 235,115 +22,437 +11%
TIA
25
Tandem Investment Advisors
South Carolina
$93.2M 232,655 +21,695 +10%