Factset
773 hedge funds and large institutions have $17.2B invested in Factset in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 251 increasing their positions, 276 reducing their positions, and 49 closing their positions.
108% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 49
48% more call options, than puts
Call options by funds: $56.8M | Put options by funds: $38.5M
13% more capital invested
Capital invested by funds: $15.2B → $17.2B (+$2B)
6% more funds holding
Funds holding: 731 → 773 (+42)
4.05% more ownership
Funds ownership: 90.73% → 94.78% (+4%)
9% less repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 276
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$624M |
| 2 |
BlackRock
New York
|
+$136M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$43.6M |
| 4 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
+$39.7M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ESCM
Echo Street Capital Management
New York
|
-$134M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$36.9M |
| 3 |
KBC Group
Brussels,
Belgium
|
-$36.5M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$28M |
| 5 |
State Street
Boston,
Massachusetts
|
-$26.6M |
FDS Hedge Fund Activity: Q4 2023 in Review
773 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q4 2023, worth a combined $17.2B — up 13% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new FDS positions and 49 closed out — a net gain of 53 holders — while 251 added to existing stakes and 276 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $624M. The largest seller was Echo Street Capital Management, exiting entirely with an estimated $134M sold.
- 773 institutional investors held Factset (FDS) as of Q4 2023, up from 731 in Q3 2023.
- Funds reported $17.2B of Factset stock for Q4 2023, up 13% quarter-over-quarter.
- 102 funds opened new Factset positions in Q4 2023 and 49 closed out, a net change of +53 holders.
- The largest Factset buyer in Q4 2023 was Morgan Stanley, an estimated $624M added.
- The largest Factset seller in Q4 2023 was Echo Street Capital Management, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2023.