Factset
803 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 293 increasing their positions, 266 reducing their positions, and 62 closing their positions.
73% more call options, than puts
Call options by funds: $61.3M | Put options by funds: $35.4M
52% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 62
10% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 266
3% more funds holding
Funds holding: 781 → 803 (+22)
2.06% more ownership
Funds ownership: 91.86% → 93.93% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
8% less capital invested
Capital invested by funds: $15.9B → $14.6B (-$1.26B)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$197M |
| 2 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$88.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$59.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$51.3M |
| 5 |
Millennium Management
New York
|
+$49.1M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$55.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$39.6M |
| 3 |
BAMCO Inc
New York
|
-$36M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$35M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$30.9M |
FDS Hedge Fund Activity: Q2 2024 in Review
803 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q2 2024, worth a combined $14.6B — down 7.9% from $15.9B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new FDS positions and 62 closed out — a net gain of 32 holders — while 293 added to existing stakes and 266 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $197M. The largest seller was JP Morgan Chase, cutting an estimated $55.5M.
- 803 institutional investors held Factset (FDS) as of Q2 2024, up from 781 in Q1 2024.
- Funds reported $14.6B of Factset stock for Q2 2024, down 7.9% quarter-over-quarter.
- 94 funds opened new Factset positions in Q2 2024 and 62 closed out, a net change of +32 holders.
- The largest Factset buyer in Q2 2024 was Morgan Stanley, an estimated $197M added.
- The largest Factset seller in Q2 2024 was JP Morgan Chase, an estimated $55.5M sold.
Based on aggregated 13F filings for Q2 2024.