Factset
FDS
704 hedge funds and large institutions have $14.8B invested in Factset in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 247 increasing their positions, 240 reducing their positions, and 66 closing their positions.
24% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 66
1% more funds holding
Funds holding: 694 → 704 (+10)
3% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 240
0.23% more ownership
Funds ownership: 90.43% → 90.66% (+0.23%)
10% less capital invested
Capital invested by funds: $16.4B → $14.8B (-$1.63B)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
38% less call options, than puts
Call options by funds: $58.2M | Put options by funds: $94.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Junto Capital Management
New York
|
+$67.4M |
| 2 |
A
AustralianSuper
Melbourne,
Australia
|
+$48.4M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$44.3M |
| 4 |
BlackRock
New York
|
+$37.7M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
+$35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$250M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$43.5M |
| 3 |
Millennium Management
New York
|
-$41.8M |
| 4 |
Jane Street
New York
|
-$41.4M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$36.3M |
FDS Hedge Fund Activity: Q1 2022 in Review
704 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q1 2022, worth a combined $14.8B — down 10% from $16.4B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new FDS positions and 66 closed out — a net gain of 16 holders — while 247 added to existing stakes and 240 trimmed.
The largest buyer was Junto Capital Management, opening a new position worth an estimated $67.4M. The largest seller was Morgan Stanley, cutting an estimated $250M.
- 704 institutional investors held Factset (FDS) as of Q1 2022, up from 694 in Q4 2021.
- Funds reported $14.8B of Factset stock for Q1 2022, down 10% quarter-over-quarter.
- 82 funds opened new Factset positions in Q1 2022 and 66 closed out, a net change of +16 holders.
- The largest Factset buyer in Q1 2022 was Junto Capital Management, an estimated $67.4M added.
- The largest Factset seller in Q1 2022 was Morgan Stanley, an estimated $250M sold.
Based on aggregated 13F filings for Q1 2022.