Factset
FDS
455 hedge funds and large institutions have $8.97B invested in Factset in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 132 reducing their positions, and 49 closing their positions.
188% more call options, than puts
Call options by funds: $81.4M | Put options by funds: $28.3M
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
29% more capital invested
Capital invested by funds: $6.96B → $8.97B (+$2B)
27% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 132
10% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 49
2.79% more ownership
Funds ownership: 92.22% → 95.01% (+2.8%)
1% more funds holding
Funds holding: 452 → 455 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$78M |
| 2 |
BlackRock
New York
|
+$38.6M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$25.3M |
| 4 |
Morgan Stanley
New York
|
+$24.6M |
| 5 |
Renaissance Technologies
New York
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$21.9M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$21.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$12M |
| 4 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
-$11.4M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$9.97M |
FDS Hedge Fund Activity: Q1 2019 in Review
455 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q1 2019, worth a combined $8.97B — up 29% from $6.96B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new FDS positions and 49 closed out — a net gain of 5 holders — while 167 added to existing stakes and 132 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $78M. The largest seller was Ameriprise, cutting an estimated $21.9M.
- 455 institutional investors held Factset (FDS) as of Q1 2019, up from 452 in Q4 2018.
- Funds reported $8.97B of Factset stock for Q1 2019, up 29% quarter-over-quarter.
- 54 funds opened new Factset positions in Q1 2019 and 49 closed out, a net change of +5 holders.
- The largest Factset buyer in Q1 2019 was VOYA Investment Management, an estimated $78M added.
- The largest Factset seller in Q1 2019 was Ameriprise, an estimated $21.9M sold.
Based on aggregated 13F filings for Q1 2019.