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Cognizant

875 hedge funds and large institutions have $34.7B invested in Cognizant in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 272 increasing their positions, 395 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $757M | Put options by funds: $426M

49% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 57

40% more funds holding in top 10

Funds holding in top 10: 4259 (+17)

9% more capital invested

Capital invested by funds: $31.8B → $34.7B (+$2.96B)

3% more funds holding

Funds holding: 851875 (+24)

1.13% more ownership

Funds ownership: 87.68%88.81% (+1.1%)

31% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 395

Holders
875
Holders Change
+24
Holders Change %
+2.82%
% of All Funds
21.82%
Holding in Top 10
59
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+40.48%
% of All Funds
1.47%
New
85
Increased
272
Reduced
395
Closed
57
Calls
$757M
Puts
$426M
Net Calls
+$332M
Net Calls Change
+$681M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.69B -$151K -2,383 -0%
BlackRock
2
BlackRock
New York
$2.45B -$242M -3,810,401 -9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.66B +$716M +11,262,360 +82%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.66B -$53.8M -847,175 -3%
State Street
5
State Street
Massachusetts
$1.53B -$74.8M -1,177,164 -5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.31B -$46.6M -733,578 -4%
Edgewood Management
7
Edgewood Management
Connecticut
$1.03B +$48.6M +765,673 +5%
Invesco
8
Invesco
Georgia
$1.01B +$69.8M +1,097,968 +8%
Franklin Resources
9
Franklin Resources
California
$832M -$87.4M -1,375,871 -10%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$648M -$52.8M -830,544 -8%
Pzena Investment Management
11
Pzena Investment Management
New York
$466M +$18.9M +296,899 +4%
Northern Trust
12
Northern Trust
Illinois
$452M -$13.5M -212,104 -3%
Swedbank
13
Swedbank
Sweden
$432M -$77.9M -1,226,074 -16%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$397M +$15M +235,696 +4%
CGI
15
Comgest Global Investors
France
$395M +$138M +2,178,800 +58%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$376M -$6.18M -97,305 -2%
AAM
17
Aberdeen Asset Management
United Kingdom
$346M -$4.81M -75,722 -1%
Norges Bank
18
Norges Bank
Norway
$326M -$64.4M -1,013,703 -17%
Morgan Stanley
19
Morgan Stanley
New York
$315M +$37M +582,923 +14%
AllianceBernstein
20
AllianceBernstein
Tennessee
$302M +$3.75M +59,045 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$299M +$10M +157,585 +4%
Wells Fargo
22
Wells Fargo
California
$295M +$12.6M +197,633 +5%
GAM
23
Genesis Asset Managers
United Kingdom
$294M -$225M -3,545,204 -44%
Boston Partners
24
Boston Partners
Massachusetts
$292M -$95.2M -1,497,750 -25%
Deutsche Bank
25
Deutsche Bank
Germany
$291M -$36.3M -570,755 -12%

CTSH Hedge Fund Activity: Q2 2017 in Review

875 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cognizant (CTSH) for Q2 2017, worth a combined $34.7B — up 9.3% from $31.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new CTSH positions and 57 closed out — a net gain of 28 holders — while 272 added to existing stakes and 395 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $716M. The largest seller was Brown Advisory, cutting an estimated $252M.

  • 875 institutional investors held Cognizant (CTSH) as of Q2 2017, up from 851 in Q1 2017.
  • Funds reported $34.7B of Cognizant stock for Q2 2017, up 9.3% quarter-over-quarter.
  • 85 funds opened new Cognizant positions in Q2 2017 and 57 closed out, a net change of +28 holders.
  • The largest Cognizant buyer in Q2 2017 was Fidelity Investments, an estimated $716M added.
  • The largest Cognizant seller in Q2 2017 was Brown Advisory, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2017.