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Factset
FDS

280 hedge funds and large institutions have $4.6B invested in Factset in 2013 Q2 according to their latest regulatory filings, with 280 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

103.71% more ownership

Funds ownership: 0% → 103.71% (+104%)

70% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $28M

Holders
280
Holders Change
+280
Holders Change %
–
% of All Funds
9.14%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
280
Increased
–
Reduced
–
Closed
–
Calls
$47.7M
Puts
$28M
Net Calls
+$19.7M
Net Calls Change
+$19.7M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$634M +$597M +6,220,994 New
BAMCO Inc
2
BAMCO Inc
New York
$368M +$347M +3,612,244 New
Capital Research Global Investors
3
Capital Research Global Investors
California
$293M +$276M +2,874,200 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$249M +$234M +2,443,375 New
Wells Fargo
5
Wells Fargo
California
$224M +$211M +2,194,326 New
Polen Capital Management
6
Polen Capital Management
Florida
$155M +$146M +1,521,372 New
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153M +$144M +1,502,683 New
Neuberger Berman Group
8
Neuberger Berman Group
New York
$130M +$123M +1,276,890 New
State Street
9
State Street
Massachusetts
$116M +$109M +1,140,055 New
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$114M +$107M +1,117,025 New
William Blair & Company
11
William Blair & Company
Illinois
$113M +$106M +1,105,097 New
BIT
12
BlackRock Institutional Trust
California
$112M +$106M +1,100,297 New
BFA
13
BlackRock Fund Advisors
California
$110M +$104M +1,082,920 New
GIM
14
Generation Investment Management
United Kingdom
$93.4M +$87.9M +915,782 New
ACM
15
Atlanta Capital Management
Georgia
$93.3M +$87.9M +915,428 New
Wellington Management Group
16
Wellington Management Group
Massachusetts
$92.6M +$87.2M +908,381 New
TAM
17
Tiverton Asset Management
Delaware
$71M +$66.8M +696,400 New
DGI
18
Disciplined Growth Investors
Minnesota
$66M +$62.2M +647,851 New
GCM
19
Geneva Capital Management
Wisconsin
$63.5M +$59.7M +622,532 New
Capital World Investors
20
Capital World Investors
California
$58.1M +$54.7M +570,000 New
Principal Financial Group
21
Principal Financial Group
Iowa
$53.9M +$50.8M +529,088 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$53M +$49.9M +520,225 New
DAC
23
Dividend Assets Capital
South Carolina
$48.1M +$45.3M +471,777 New
Renaissance Technologies
24
Renaissance Technologies
New York
$45.5M +$42.8M +446,100 New
FC
25
Fairpointe Capital
Illinois
$42.8M +$40.3M +420,165 New
1
2 3 4 5

FDS Hedge Fund Activity: Q2 2013 in Review

280 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q2 2013, worth a combined $4.6B.

Buyers outnumbered sellers: 280 funds opened new FDS positions and 0 closed out — a net gain of 280 holders — while 0 added to existing stakes and 0 trimmed.

  • 280 institutional investors held Factset (FDS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $4.6B of Factset stock for Q2 2013.
  • 280 funds opened new Factset positions in Q2 2013 and 0 closed out, a net change of +280 holders.

Based on aggregated 13F filings for Q2 2013.