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Factset
FDS

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
773
Holders Change
+42
Holders Change %
+5.75%
% of All Funds
11.27%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
102
Increased
251
Reduced
276
Closed
49
Calls
$56.8M
Puts
$38.5M
Net Calls
+$18.3M
Net Calls Change
+$22M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$624M
2
BlackRock
BlackRock
New York
+$136M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$43.6M
4
PAM
PineStone Asset Management
Quebec, Canada
+$39.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$29.9M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
-$134M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$36.9M
3
KBC Group
KBC Group
Belgium
-$36.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$28M
5
State Street
State Street
Massachusetts
-$26.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$44.3M -$414K -921 -1%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$44.2M +$1.23M +2,737 +3%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$43.1M +$286K +635 +0.7%
EARNEST Partners
54
EARNEST Partners
Georgia
$42.6M +$640K +1,422 +2%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$41.8M +$3.5M +7,784 +10%
CS
56
Credit Suisse
Switzerland
$38.8M +$305K +678 +0.8%
CCM
57
Copeland Capital Management
Pennsylvania
$38.8M -$1.57M -3,494 -4%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$37.9M +$4.84M +10,763 +16%
DP
59
Dundas Partners
United Kingdom
$35.2M – – –
Aberdeen Group
60
Aberdeen Group
United Kingdom
$32.9M +$4.6M +10,230 +17%
LPL Financial
61
LPL Financial
California
$30M +$2.73M +6,073 +11%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$28.5M -$2.86M -6,353 -10%
National Pension Service
63
National Pension Service
South Korea
$28.3M – – –
SEI Investments
64
SEI Investments
Pennsylvania
$28.2M -$1.83M -4,072 -6%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$27.5M -$82.4K -183 -0.3%
UBS Group
66
UBS Group
Switzerland
$25.1M +$628K +1,396 +3%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$24.2M -$1.03M -2,293 -4%
Two Sigma Advisers
68
Two Sigma Advisers
New York
$24M -$12.1M -26,900 -35%
Aviva
69
Aviva
United Kingdom
$23.7M -$429K -953 -2%
Principal Financial Group
70
Principal Financial Group
Iowa
$23.3M +$173K +385 +0.8%
BNP Paribas Asset Management
71
BNP Paribas Asset Management
France
$22.9M -$3.87M -8,601 -15%
Victory Capital Management
72
Victory Capital Management
Texas
$22.3M -$11.4M -25,390 -35%
SC
73
Saybrook Capital
North Carolina
$21.4M -$149K -330 -0.7%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$21.3M -$2.43M -5,404 -11%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$21.3M +$105K +234 +0.5%
1 2
3
4 5

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.