Factset
781 hedge funds and large institutions have $15.9B invested in Factset in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 289 increasing their positions, 255 reducing their positions, and 58 closing their positions.
64% more call options, than puts
Call options by funds: $51.7M | Put options by funds: $31.5M
21% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 58
13% more repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 255
1% more funds holding
Funds holding: 773 → 781 (+8)
2.92% less ownership
Funds ownership: 94.78% → 91.86% (-2.9%)
7% less capital invested
Capital invested by funds: $17.2B → $15.9B (-$1.27B)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$67.4M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$35.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$32.3M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$27.3M |
| 5 |
Royal London Asset Management
United Kingdom
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$642M |
| 2 |
Millennium Management
New York
|
-$45.5M |
| 3 |
State Street
Boston,
Massachusetts
|
-$33.9M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$27.7M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$26.3M |
FDS Hedge Fund Activity: Q1 2024 in Review
781 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q1 2024, worth a combined $15.9B — down 7.4% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new FDS positions and 58 closed out — a net gain of 12 holders — while 289 added to existing stakes and 255 trimmed.
The largest buyer was Invesco, adding an estimated $67.4M. The largest seller was Morgan Stanley, cutting an estimated $642M.
- 781 institutional investors held Factset (FDS) as of Q1 2024, up from 773 in Q4 2023.
- Funds reported $15.9B of Factset stock for Q1 2024, down 7.4% quarter-over-quarter.
- 70 funds opened new Factset positions in Q1 2024 and 58 closed out, a net change of +12 holders.
- The largest Factset buyer in Q1 2024 was Invesco, an estimated $67.4M added.
- The largest Factset seller in Q1 2024 was Morgan Stanley, an estimated $642M sold.
Based on aggregated 13F filings for Q1 2024.