Factset
437 hedge funds and large institutions have $7.89B invested in Factset in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 151 reducing their positions, and 35 closing their positions.
49% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 35
13% more capital invested
Capital invested by funds: $7B → $7.89B (+$890M)
4% more funds holding
Funds holding: 421 → 437 (+16)
0.9% more ownership
Funds ownership: 91.14% → 92.04% (+0.9%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
15% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 151
25% less call options, than puts
Call options by funds: $36.6M | Put options by funds: $49.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
+$42.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$21.8M |
| 3 |
Renaissance Technologies
New York
|
+$20.9M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$17.6M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$42.7M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$35.6M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$21.6M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$20.7M |
| 5 |
Morgan Stanley
New York
|
-$16M |
FDS Hedge Fund Activity: Q3 2018 in Review
437 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q3 2018, worth a combined $7.89B — up 13% from $7B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new FDS positions and 35 closed out — a net gain of 17 holders — while 128 added to existing stakes and 151 trimmed.
The largest buyer was Ninety One (UK), adding an estimated $42.9M. The largest seller was Atlanta Capital Management, cutting an estimated $42.7M.
- 437 institutional investors held Factset (FDS) as of Q3 2018, up from 421 in Q2 2018.
- Funds reported $7.89B of Factset stock for Q3 2018, up 13% quarter-over-quarter.
- 52 funds opened new Factset positions in Q3 2018 and 35 closed out, a net change of +17 holders.
- The largest Factset buyer in Q3 2018 was Ninety One (UK), an estimated $42.9M added.
- The largest Factset seller in Q3 2018 was Atlanta Capital Management, an estimated $42.7M sold.
Based on aggregated 13F filings for Q3 2018.