Factset
FDS
538 hedge funds and large institutions have $11.7B invested in Factset in 2020 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 176 increasing their positions, 180 reducing their positions, and 43 closing their positions.
88% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 43
25% more capital invested
Capital invested by funds: $9.38B → $11.7B (+$2.36B)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
7% more funds holding
Funds holding: 501 → 538 (+37)
0.55% less ownership
Funds ownership: 94.89% → 94.34% (-0.55%)
2% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 180
8% less call options, than puts
Call options by funds: $23.6M | Put options by funds: $25.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$53M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$45.8M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$42.3M |
| 4 |
KBC Group
Brussels,
Belgium
|
+$25.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$45M |
| 3 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$42.1M |
| 4 |
Morgan Stanley
New York
|
-$35.1M |
| 5 |
Holocene Advisors
New York
|
-$33.9M |
FDS Hedge Fund Activity: Q2 2020 in Review
538 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q2 2020, worth a combined $11.7B — up 25% from $9.38B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new FDS positions and 43 closed out — a net gain of 38 holders — while 176 added to existing stakes and 180 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $53M. The largest seller was Wellington Management Group, cutting an estimated $55.9M.
- 538 institutional investors held Factset (FDS) as of Q2 2020, up from 501 in Q1 2020.
- Funds reported $11.7B of Factset stock for Q2 2020, up 25% quarter-over-quarter.
- 81 funds opened new Factset positions in Q2 2020 and 43 closed out, a net change of +38 holders.
- The largest Factset buyer in Q2 2020 was Lazard Asset Management, an estimated $53M added.
- The largest Factset seller in Q2 2020 was Wellington Management Group, an estimated $55.9M sold.
Based on aggregated 13F filings for Q2 2020.