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Cognizant

821 hedge funds and large institutions have $28.7B invested in Cognizant in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 278 increasing their positions, 360 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $23B → $28.7B (+$5.62B)

15% more call options, than puts

Call options by funds: $122M | Put options by funds: $107M

2.75% more ownership

Funds ownership: 90.39%93.13% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 85

1% less funds holding

Funds holding: 826821 (-5)

23% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 360

Holders
821
Holders Change
-5
Holders Change %
-0.61%
% of All Funds
16.83%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
85
Increased
278
Reduced
360
Closed
85
Calls
$122M
Puts
$107M
Net Calls
+$15.8M
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$92.1M +$17M +315,867 +24%
AIM
52
ARGA Investment Management
Connecticut
$91M -$7.58M -141,128 -8%
BPIH
53
Broad Peak Investment Holdings
Singapore
$85M -$29.7M -552,190 -27%
PPA
54
Parametric Portfolio Associates
Washington
$83.2M -$11M -205,597 -12%
CS
55
Credit Suisse
Switzerland
$83.2M +$4.91M +91,473 +7%
Barclays
56
Barclays
United Kingdom
$82.4M +$2.99M +55,692 +4%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$76.4M -$3.91M -72,744 -5%
Boston Partners
58
Boston Partners
Massachusetts
$74M -$4.92M -91,661 -7%
PAMU
59
Pictet Asset Management (UK)
United Kingdom
$72.6M -$9.64M -179,502 -12%
LCP
60
LGT Capital Partners
Switzerland
$72.6M +$4.51M +83,860 +7%
JP Morgan Chase
61
JP Morgan Chase
New York
$69.6M +$16.8M +313,266 +34%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$62.7M +$3.13M +58,274 +6%
Lazard Asset Management
63
Lazard Asset Management
New York
$60.9M -$17.3M -322,329 -23%
SI
64
Scharf Investments
California
$57.6M -$27.7M -514,674 -34%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$56.7M -$29.6M -551,444 -36%
SRIM
66
Saratoga Research & Investment Management
California
$56.6M -$182K -3,383 -0.3%
Stifel Financial
67
Stifel Financial
Missouri
$55.6M +$3.58M +66,561 +7%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$55.4M -$1.36M -25,255 -3%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$53.8M +$5.32M +99,109 +12%
CI Investments Inc
70
CI Investments Inc
Ontario, Canada
$53.8M -$4.01M -74,700 -7%
PP
71
Prudential plc
United Kingdom
$52.8M -$22.5M -419,700 -31%
JFL
72
Jarislowsky, Fraser Ltd
Quebec, Canada
$52.7M +$255K +4,745 +0.5%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$49.2M +$20.2M +375,131 +73%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$49.1M -$23.6M -438,389 -34%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$49M +$9.8M +182,350 +27%

CTSH Hedge Fund Activity: Q2 2020 in Review

821 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cognizant (CTSH) for Q2 2020, worth a combined $28.7B — up 24% from $23B a quarter earlier.

Fund positioning in CTSH was balanced in Q2 2020: 85 funds opened new positions, 85 closed out, 278 added to existing stakes and 360 trimmed.

The largest buyer was Macquarie Group, adding an estimated $631M. The largest seller was Massachusetts Financial Services, cutting an estimated $364M.

  • 821 institutional investors held Cognizant (CTSH) as of Q2 2020, down from 826 in Q1 2020.
  • Funds reported $28.7B of Cognizant stock for Q2 2020, up 24% quarter-over-quarter.
  • 85 funds opened new Cognizant positions in Q2 2020 and 85 closed out, a net change of 0 holders.
  • The largest Cognizant buyer in Q2 2020 was Macquarie Group, an estimated $631M added.
  • The largest Cognizant seller in Q2 2020 was Massachusetts Financial Services, an estimated $364M sold.

Based on aggregated 13F filings for Q2 2020.