Factset
298 hedge funds and large institutions have $4.53B invested in Factset in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 108 reducing their positions, and 21 closing their positions.
86% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 21
6% more funds holding
Funds holding: 281 → 298 (+17)
4% less capital invested
Capital invested by funds: $4.72B → $4.53B (-$193M)
5% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 108
4.7% less ownership
Funds ownership: 103.82% → 99.12% (-4.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
46% less call options, than puts
Call options by funds: $11.6M | Put options by funds: $21.2M
Top Buyers
Top Sellers
FDS Hedge Fund Activity: Q4 2013 in Review
298 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q4 2013, worth a combined $4.53B — down 4.1% from $4.72B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new FDS positions and 21 closed out — a net gain of 18 holders — while 103 added to existing stakes and 108 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $17.1M. The largest seller was Capital Research Global Investors, cutting an estimated $212M.
- 298 institutional investors held Factset (FDS) as of Q4 2013, up from 281 in Q3 2013.
- Funds reported $4.53B of Factset stock for Q4 2013, down 4.1% quarter-over-quarter.
- 39 funds opened new Factset positions in Q4 2013 and 21 closed out, a net change of +18 holders.
- The largest Factset buyer in Q4 2013 was Loomis, Sayles & Company, an estimated $17.1M added.
- The largest Factset seller in Q4 2013 was Capital Research Global Investors, an estimated $212M sold.
Based on aggregated 13F filings for Q4 2013.