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Factset

293 hedge funds and large institutions have $4.63B invested in Factset in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 99

2.38% more ownership

Funds ownership: 99.12%101.5% (+2.4%)

2% more capital invested

Capital invested by funds: $4.53B → $4.63B (+$101M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $14M

2% less funds holding

Funds holding: 298293 (-5)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
8.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
119
Reduced
99
Closed
30
Calls
$13.7M
Puts
$14M
Net Calls
-$342K
Net Calls Change
+$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$604M -$53.4M -504,794 -8%
BAMCO Inc
2
BAMCO Inc
New York
$396M -$6.25M -59,156 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$276M +$178K +1,685 +0.1%
Wells Fargo
4
Wells Fargo
California
$254M +$2.81M +26,615 +1%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$178M +$50.8M +480,556 +41%
William Blair & Company
6
William Blair & Company
Illinois
$173M +$37.2M +351,422 +28%
Polen Capital Management
7
Polen Capital Management
Florida
$147M -$2.1M -19,883 -1%
BFA
8
BlackRock Fund Advisors
California
$128M -$4.38M -41,422 -3%
BIT
9
BlackRock Institutional Trust
California
$122M +$2M +18,893 +2%
State Street
10
State Street
Massachusetts
$116M -$871K -8,233 -0.8%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$116M -$5.5M -52,060 -5%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$115M -$14M -132,292 -11%
ACM
13
Atlanta Capital Management
Georgia
$112M +$12.8M +121,216 +13%
FC
14
Fairpointe Capital
Illinois
$110M +$51.1M +483,577 +90%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$106M +$50.6M +478,748 +95%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$79.8M +$15.3M +145,030 +24%
DGI
17
Disciplined Growth Investors
Minnesota
$74.8M +$2.36M +22,325 +3%
TAM
18
Tiverton Asset Management
Delaware
$64.3M
Principal Financial Group
19
Principal Financial Group
Iowa
$64.2M +$2.25M +21,237 +4%
GIM
20
Generation Investment Management
United Kingdom
$61.1M +$515K +4,869 +0.9%
JHIU
21
Janus Henderson Investors US
Colorado
$58.4M +$30.7M +289,956 +115%
Renaissance Technologies
22
Renaissance Technologies
New York
$47.8M -$4.12M -39,000 -8%
Northern Trust
23
Northern Trust
Illinois
$46.8M +$10.5M +99,107 +30%
DAC
24
Dividend Assets Capital
South Carolina
$46M -$121K -1,144 -0.3%
Capital Research Global Investors
25
Capital Research Global Investors
California
$43.2M -$59.6M -563,200 -58%

FDS Hedge Fund Activity: Q1 2014 in Review

293 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q1 2014, worth a combined $4.63B — up 2.2% from $4.53B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FDS and 27 opened new positions — a net loss of 3 holders — while 99 trimmed existing stakes and 119 added.

The largest buyer was Fairpointe Capital, adding an estimated $51.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $87.7M.

  • 293 institutional investors held Factset (FDS) as of Q1 2014, down from 298 in Q4 2013.
  • Funds reported $4.63B of Factset stock for Q1 2014, up 2.2% quarter-over-quarter.
  • 27 funds opened new Factset positions in Q1 2014 and 30 closed out, a net change of -3 holders.
  • The largest Factset buyer in Q1 2014 was Fairpointe Capital, an estimated $51.1M added.
  • The largest Factset seller in Q1 2014 was Manulife (Manufacturers Life Insurance), an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2014.