Factset
731 hedge funds and large institutions have $15.2B invested in Factset in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 253 increasing their positions, 249 reducing their positions, and 60 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
11% more capital invested
Capital invested by funds: $13.7B → $15.2B (+$1.44B)
1.15% more ownership
Funds ownership: 89.58% → 90.73% (+1.2%)
2% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 60
2% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 249
1% less funds holding
Funds holding: 735 → 731 (-4)
4% less call options, than puts
Call options by funds: $94.2M | Put options by funds: $97.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$298M |
| 2 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$90.4M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$87.9M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$79.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
A
AustralianSuper
Melbourne,
Australia
|
-$75M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$54.2M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$45M |
| 4 |
Two Sigma Investments
New York
|
-$41.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$40.9M |
FDS Hedge Fund Activity: Q3 2023 in Review
731 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q3 2023, worth a combined $15.2B — up 11% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new FDS positions and 60 closed out — a net gain of 1 holder — while 253 added to existing stakes and 249 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $298M. The largest seller was AustralianSuper, exiting entirely with an estimated $75M sold.
- 731 institutional investors held Factset (FDS) as of Q3 2023, down from 735 in Q2 2023.
- Funds reported $15.2B of Factset stock for Q3 2023, up 11% quarter-over-quarter.
- 61 funds opened new Factset positions in Q3 2023 and 60 closed out, a net change of +1 holder.
- The largest Factset buyer in Q3 2023 was Morgan Stanley, an estimated $298M added.
- The largest Factset seller in Q3 2023 was AustralianSuper, an estimated $75M sold.
Based on aggregated 13F filings for Q3 2023.